Loading...
+1.18%
This Month
+1.18%
Year To Date
+60.39%
2 Years
+91.28%
5 Years
+176.16%
10 Years
+13.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.89%
- 📦 Distribution Services16.85%
- 💵 Cash15.12%
- 🪙 Cryptocurrencies14.05%
- 💻 Electronic Technology12.19%
- 🛍️ Retail Trade6.5%
- 💇♀️ Consumer Services5.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.9%
- 🇺🇸 Nasdaq18.7%
- 🌍 Digital Currency14.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.71%
Dividends
Dividend Yield
0.24%
4 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
4.92
4.92
-2
0
2
5
5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
4.92
4.92
-2
0
2
5
5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.47
High:
NVDA
44.11NVDALow:
MCK
25.59MCKDetails
PEG Ratio
191
High:
MCD
898.84MCDLow:MCK
38.67MCKDetails
Price/Book
30.35
High:NVDA
36.4NVDALow:MCD
-99.7MCDDetails
Price/Sales
4.6
High:NVDA
23.3NVDALow:MCK
0.26MCKDetails
Price/CF
42.61
High:NVDA
54.84NVDALow:MCK
14MCKDetails
Price/FCF
58.13
High:
WMT
101.97WMTLow:MCK
16.04MCKDetails
P/E Ratio
42.47
High:NVDA
44.11NVDALow:MCK
25.59MCKDetails
PEG Ratio
191
High:MCD
898.84MCDLow:MCK
38.67MCKDetails
Price/Book
30.35
High:NVDA
36.4NVDALow:MCD
-99.7MCDDetails
Price/Sales
4.6
High:NVDA
23.3NVDALow:MCK
0.26MCKDetails
Price/CF
42.61
High:NVDA
54.84NVDALow:MCK
14MCKDetails
Price/FCF
58.13
High:WMT
101.97WMTLow:MCK
16.04MCKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.1% | Dec 2021 | Feb 2024 | 26 |
-20.35% | May 2021 | Aug 2021 | 3 |
-9.98% | Mar 2018 | Apr 2019 | 13 |
-9.82% | Sep 2021 | Oct 2021 | 1 |
-8.78% | Feb 2025 | May 2025 | 3 |
-8.36% | Dec 2024 | Jan 2025 | 1 |
-7.11% | Oct 2025 | - | 4 |
-6.39% | Apr 2024 | May 2024 | 1 |
-4.03% | Jun 2024 | Oct 2024 | 4 |
-3.04% | May 2019 | Jun 2019 | 1 |
-3.03% | Sep 2020 | Nov 2020 | 2 |
-1.84% | Aug 2025 | Sep 2025 | 1 |
-0.82% | Jul 2019 | Nov 2019 | 4 |
-0.58% | May 2020 | Jun 2020 | 1 |
-0.36% | Jun 2025 | Jul 2025 | 1 |