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+1.21%
This Month
+12.28%
Year To Date
+30.43%
2 Years
+52.79%
5 Years
+104.75%
10 Years
+12.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.85%
- 🖥️ Technology Services23.62%
- 💰 Finance5.71%
- 📊 ETFs5.4%
- 🧩 Miscellaneous4.88%
- ⚡ Utilities3.83%
- 💻 Electronic Technology2.96%
- 🍞 Consumer Non Durables2.79%
- 🛍️ Retail Trade2.45%
- ❓ Other1.79%
- 🛠️ Producer Manufacturing1.33%
- 📡 Communications1.3%
- 🧬 Health Technology1.1%
- 🪨 Non Energy Minerals0.74%
- 🏥 Health Services0.72%
- 🚚 Transportation0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.28%
- 🇺🇸 NYSE9.51%
- 🇬🇧 LSE5.58%
- 🇫🇷 Euronext Paris2.79%
- 🇺🇸 Chicago Board Options Exchange2.54%
- 🇩🇪 Xetra ETFs1.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.7%
- 🇫🇷 France2.79%
- 🇰🇷 South Korea2.34%
- 🇬🇧 United Kingdom1.14%
- 🇩🇰 Denmark1.1%
Dividends
Dividend Yield
0.33%
11 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BBWI (4.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
2.79
2.79
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
2.79
2.79
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.52
High:
HOOD
54.15HOODLow:
WYFI
-4,502.35WYFIDetails
PEG Ratio
-1,189.4
High:
SOFI
413.16SOFILow:WYFI
-59,173.71WYFIDetails
Price/Book
6.57
High:WYFI
521.6WYFILow:
BBWI
-3.61BBWIDetails
Price/Sales
7.74
High:WYFI
2,171.43WYFILow:BBWI
0.57BBWIDetails
Price/CF
14.15
High:WYFI
1,109.84WYFILow:BBWI
3.35BBWIDetails
Price/FCF
42.98
High:
MP
277.68MPLow:BBWI
5.21BBWIDetails
P/E Ratio
23.52
High:HOOD
54.15HOODLow:WYFI
-4,502.35WYFIDetails
PEG Ratio
-1,189.4
High:SOFI
413.16SOFILow:WYFI
-59,173.71WYFIDetails
Price/Book
6.57
High:WYFI
521.6WYFILow:BBWI
-3.61BBWIDetails
Price/Sales
7.74
High:WYFI
2,171.43WYFILow:BBWI
0.57BBWIDetails
Price/CF
14.15
High:WYFI
1,109.84WYFILow:BBWI
3.35BBWIDetails
Price/FCF
42.98
High:MP
277.68MPLow:BBWI
5.21BBWIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.61% | Sep 2020 | Dec 2020 | 3 |
-8.51% | Dec 2024 | Jun 2025 | 6 |
-7.97% | Oct 2024 | Nov 2024 | 1 |
-7.7% | Jan 2026 | May 2026 | 4 |
-6.78% | Sep 2021 | Oct 2021 | 1 |
-6.12% | Jan 2021 | Jun 2021 | 5 |
-2.2% | Jun 2026 | Aug 2026 | 2 |
-1.45% | Jul 2025 | Aug 2025 | 1 |
-1.23% | Oct 2025 | Dec 2025 | 2 |