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-1.6%
This Month
-6.91%
Year To Date
+21.06%
2 Years
+58.72%
5 Years
+216.53%
10 Years
+23.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance9.82%
- 💵 Cash4.06%
- 🚗 Consumer Durables3.17%
- 🏥 Health Services1.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq9.82%
- 🇺🇸 NYSE4.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.6%
Dividends
Dividend Yield
0.15%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (4.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 F | 0.15% | 4.71% | $0.78 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
11.71
11.71
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
11.71
11.71
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
2.7
2.7
0
0.75
1.25
3
3
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-153.61
High:
HOOD
39.93HOODLow:F
-6.69FDetails
PEG Ratio
123.28
High:HOOD
123.28HOODLow:HOOD
123.28HOODDetails
Price/Book
4.51
High:HOOD
8.11HOODLow:F
1.5FDetails
Price/Sales
1.47
High:HOOD
16.75HOODLow:F
0.29FDetails
Price/CF
12.64
High:HOOD
90.65HOODLow:F
2.59FDetails
Price/FCF
25.33
High:
HIMS
140.31HIMSLow:F
5.83FDetails
P/E Ratio
-153.61
High:HOOD
39.93HOODLow:F
-6.69FDetails
PEG Ratio
123.28
High:HOOD
123.28HOODLow:HOOD
123.28HOODDetails
Price/Book
4.51
High:HOOD
8.11HOODLow:F
1.5FDetails
Price/Sales
1.47
High:HOOD
16.75HOODLow:F
0.29FDetails
Price/CF
12.64
High:HOOD
90.65HOODLow:F
2.59FDetails
Price/FCF
25.33
High:HIMS
140.31HIMSLow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.93% | Mar 2021 | Feb 2023 | 23 |
-9.57% | Dec 2025 | - | 4 |
-7.71% | Jun 2024 | Jan 2025 | 7 |
-5.48% | Sep 2020 | Nov 2020 | 2 |
-3.61% | Feb 2025 | May 2025 | 3 |
-3.42% | Mar 2024 | May 2024 | 2 |
-2.94% | May 2023 | Jul 2023 | 2 |
-1.97% | Oct 2025 | Nov 2025 | 1 |
-0.97% | Oct 2023 | Nov 2023 | 1 |
-0.4% | Aug 2025 | Sep 2025 | 1 |
-0.39% | Aug 2023 | Sep 2023 | 1 |