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+0.32%
This Month
+0.32%
Year To Date
+81.12%
2 Years
-41.34%
5 Years
-83.08%
10 Years
-28.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.61%
- 🚗 Consumer Durables26.83%
- ⚡ Utilities17.11%
- 💻 Electronic Technology12.64%
- 🖥️ Technology Services9.7%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.72%
- 🇺🇸 Nasdaq49.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.27%
Dividends
Performance Metrics
Score 2.7/10
Beta
0.19
0.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.47
-0.47
-1
1
2
3
3
Jensen's Alpha
-20.02
-20.02
-21
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-8.57
-8.57
-9
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
0.19
0.19
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.47
-0.47
-1
1
2
3
3
Jensen's Alpha
-20.02
-20.02
-21
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-8.57
-8.57
-9
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
53.87
High:
TSLA
280.13TSLALow:
NEE
26.52NEEDetails
PEG Ratio
230.84
High:
META
433.38METALow:
NVDA
75.36NVDADetails
Price/Book
17.01
High:NVDA
36.4NVDALow:NEE
3.21NEEDetails
Price/Sales
15.67
High:NVDA
23.3NVDALow:NEE
6.71NEEDetails
Price/CF
44.98
High:TSLA
99.57TSLALow:NEE
13.06NEEDetails
Price/FCF
79.06
High:NEE
2,356.18NEELow:META
47.72METADetails
P/E Ratio
53.87
High:TSLA
280.13TSLALow:NEE
26.52NEEDetails
PEG Ratio
230.84
High:META
433.38METALow:NVDA
75.36NVDADetails
Price/Book
17.01
High:NVDA
36.4NVDALow:NEE
3.21NEEDetails
Price/Sales
15.67
High:NVDA
23.3NVDALow:NEE
6.71NEEDetails
Price/CF
44.98
High:TSLA
99.57TSLALow:NEE
13.06NEEDetails
Price/FCF
79.06
High:NEE
2,356.18NEELow:META
47.72METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-93.52% | Aug 2020 | - | 66 |