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+0.55%
This Month
+1.41%
Year To Date
+8.14%
2 Years
+31.44%
5 Years
+133%
10 Years
+13.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.04%
- 💵 Cash19.77%
- 🍞 Consumer Non Durables18.26%
- 💰 Finance10.76%
- 🛍️ Retail Trade10.67%
- 🪙 Cryptocurrencies8.06%
- 💻 Electronic Technology7.99%
- 🚚 Transportation3.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.42%
- 🇺🇸 Nasdaq35.16%
- 🌍 Digital Currency8.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.58%
Dividends
Dividend Yield
1.24%
10 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RC (10.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
2.17
2.17
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
2.17
2.17
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.83
High:
AVGO
66.58AVGOLow:
CRCL
-117.37CRCLDetails
PEG Ratio
119.87
High:
SOFI
413.16SOFILow:
MU
3.16MUDetails
Price/Book
10.51
High:
AAPL
44.98AAPLLow:
RC
0.22RCDetails
Price/Sales
8.16
High:AVGO
25.84AVGOLow:
KMX
0.27KMXDetails
Price/CF
22.8
High:
BULL
1,936.14BULLLow:KMX
4.22KMXDetails
Price/FCF
60.1
High:BULL
1,936.14BULLLow:RC
0.56RCDetails
P/E Ratio
29.83
High:AVGO
66.58AVGOLow:CRCL
-117.37CRCLDetails
PEG Ratio
119.87
High:SOFI
413.16SOFILow:MU
3.16MUDetails
Price/Book
10.51
High:AAPL
44.98AAPLLow:RC
0.22RCDetails
Price/Sales
8.16
High:AVGO
25.84AVGOLow:KMX
0.27KMXDetails
Price/CF
22.8
High:BULL
1,936.14BULLLow:KMX
4.22KMXDetails
Price/FCF
60.1
High:BULL
1,936.14BULLLow:RC
0.56RCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.06% | Dec 2021 | May 2024 | 29 |
-24.59% | Oct 2025 | - | 10 |
-11.6% | Dec 2024 | Jun 2025 | 6 |
-5.95% | Mar 2020 | May 2020 | 2 |
-5.19% | Sep 2021 | Oct 2021 | 1 |
-2.49% | May 2021 | Jun 2021 | 1 |
-2.31% | Jul 2021 | Aug 2021 | 1 |
-2.26% | Feb 2021 | Apr 2021 | 2 |
-1.15% | Sep 2020 | Nov 2020 | 2 |