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-10.32%
This Month
-13.03%
Year To Date
-14.15%
2 Years
-14.15%
5 Years
-14.15%
10 Years
-9.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash88.62%
- 📊 ETFs8.97%
- 💻 Electronic Technology0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE8.97%
- 🇺🇸 Nasdaq0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States0.69%
Dividends
Dividend Yield
0%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AVGO | 0% | -0.62% | $-19.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-7.35
-7.35
-8
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-7.35
-7.35
-8
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.79
-0.79
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
77.96
High:AVGO
77.96AVGOLow:AVGO
77.96AVGODetails
PEG Ratio
53.51
High:AVGO
53.51AVGOLow:AVGO
53.51AVGODetails
Price/Book
23.7
High:AVGO
23.7AVGOLow:AVGO
23.7AVGODetails
Price/Sales
28.61
High:AVGO
28.61AVGOLow:AVGO
28.61AVGODetails
Price/CF
54.55
High:AVGO
54.55AVGOLow:AVGO
54.55AVGODetails
Price/FCF
92.76
High:AVGO
92.76AVGOLow:AVGO
92.76AVGODetails
P/E Ratio
77.96
High:AVGO
77.96AVGOLow:AVGO
77.96AVGODetails
PEG Ratio
53.51
High:AVGO
53.51AVGOLow:AVGO
53.51AVGODetails
Price/Book
23.7
High:AVGO
23.7AVGOLow:AVGO
23.7AVGODetails
Price/Sales
28.61
High:AVGO
28.61AVGOLow:AVGO
28.61AVGODetails
Price/CF
54.55
High:AVGO
54.55AVGOLow:AVGO
54.55AVGODetails
Price/FCF
92.76
High:AVGO
92.76AVGOLow:AVGO
92.76AVGODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.33% | Mar 2026 | - | 2 |
-10.37% | Oct 2024 | Sep 2025 | 11 |
-7.61% | Oct 2025 | Feb 2026 | 4 |
-1.73% | Aug 2024 | Sep 2024 | 1 |