Loading...
-1.27%
This Month
-6.36%
Year To Date
+61.37%
2 Years
+55.32%
5 Years
+97.7%
10 Years
+11.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.35%
- 🖥️ Technology Services21.19%
- 💻 Electronic Technology13.9%
- 💰 Finance5.97%
- 🚗 Consumer Durables5.49%
- 💼 Commercial Services4.79%
- 🪙 Cryptocurrencies4.68%
- 📊 ETFs3.49%
- 💇♀️ Consumer Services3.35%
- 🛍️ Retail Trade2.39%
- 🏥 Health Services1.85%
- 🛠️ Producer Manufacturing1.84%
- 🍞 Consumer Non Durables1.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.23%
- 🇺🇸 NYSE15.26%
- 🌍 Digital Currency4.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.12%
- 🇨🇦 Canada6.03%
- 🇮🇪 Ireland1.84%
Dividends
Dividend Yield
0.27%
9 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.52%)
Performance Metrics
Score 5.8/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
3.45
3.45
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
3.45
3.45
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.83
High:
TSLA
357.04TSLALow:
TEM.US
-39.09TEM.USDetails
PEG Ratio
141.66
High:
MCD
494.11MCDLow:TEM.US
-55.56TEM.USDetails
Price/Book
14.6
High:
PLTR
46.63PLTRLow:MCD
-113.79MCDDetails
Price/Sales
12.52
High:PLTR
82.84PLTRLow:
UNH
0.75UNHDetails
Price/CF
30.54
High:PLTR
214.31PLTRLow:
GS
2.27GSDetails
Price/FCF
49.12
High:PLTR
217.77PLTRLow:GS
2.44GSDetails
P/E Ratio
38.83
High:TSLA
357.04TSLALow:TEM.US
-39.09TEM.USDetails
PEG Ratio
141.66
High:MCD
494.11MCDLow:TEM.US
-55.56TEM.USDetails
Price/Book
14.6
High:PLTR
46.63PLTRLow:MCD
-113.79MCDDetails
Price/Sales
12.52
High:PLTR
82.84PLTRLow:UNH
0.75UNHDetails
Price/CF
30.54
High:PLTR
214.31PLTRLow:GS
2.27GSDetails
Price/FCF
49.12
High:PLTR
217.77PLTRLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.27% | Nov 2021 | Nov 2024 | 36 |
-15.16% | Apr 2020 | Nov 2020 | 7 |
-13.1% | Nov 2025 | - | 7 |
-7.58% | Feb 2025 | Apr 2025 | 2 |
-5.2% | May 2021 | Aug 2021 | 3 |
-3.41% | Feb 2021 | Mar 2021 | 1 |
-1.92% | Sep 2021 | Oct 2021 | 1 |