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+1.11%
This Month
-1.69%
Year To Date
+33.16%
2 Years
+37.07%
5 Years
+37.07%
10 Years
+13.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs98.25%
- 🖥️ Technology Services1.64%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE98.25%
- 🇺🇸 Nasdaq1.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States1.64%
Dividends
Dividend Yield
0%
0 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
-2.27
-2.27
-3
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
-2.27
-2.27
-3
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
1.8
1.8
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
14.15
High:
ADBE
14.15ADBELow:ADBE
14.15ADBEDetails
PEG Ratio
111.37
High:ADBE
111.37ADBELow:ADBE
111.37ADBEDetails
Price/Book
8.63
High:ADBE
8.63ADBELow:ADBE
8.63ADBEDetails
Price/Sales
4.08
High:ADBE
4.08ADBELow:ADBE
4.08ADBEDetails
Price/CF
10.26
High:ADBE
10.26ADBELow:ADBE
10.26ADBEDetails
Price/FCF
10.45
High:ADBE
10.45ADBELow:ADBE
10.45ADBEDetails
P/E Ratio
14.15
High:ADBE
14.15ADBELow:ADBE
14.15ADBEDetails
PEG Ratio
111.37
High:ADBE
111.37ADBELow:ADBE
111.37ADBEDetails
Price/Book
8.63
High:ADBE
8.63ADBELow:ADBE
8.63ADBEDetails
Price/Sales
4.08
High:ADBE
4.08ADBELow:ADBE
4.08ADBEDetails
Price/CF
10.26
High:ADBE
10.26ADBELow:ADBE
10.26ADBEDetails
Price/FCF
10.45
High:ADBE
10.45ADBELow:ADBE
10.45ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.86% | Feb 2025 | Jun 2025 | 4 |
-3.78% | Feb 2026 | - | 3 |
-3.77% | Apr 2024 | May 2024 | 1 |
-1.19% | Dec 2024 | Jan 2025 | 1 |
-0.51% | Jan 2024 | Feb 2024 | 1 |
-0.39% | Nov 2025 | Jan 2026 | 2 |