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-0.97%
This Month
-4.58%
Year To Date
+21.26%
2 Years
+21.26%
5 Years
+21.26%
10 Years
+16.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.28%
- 🛍️ Retail Trade19.25%
- 💰 Finance19.02%
- 🏥 Health Services10.26%
- 💵 Cash9.58%
- 💻 Electronic Technology3.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.85%
- 🇺🇸 NYSE33.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.41%
Dividends
Dividend Yield
0.8%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-6.18
-6.18
-7
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-6.18
-6.18
-7
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
26.82
High:
NVDA
37.34NVDALow:
JPM
14.96JPMDetails
PEG Ratio
225.82
High:JPM
1,118.42JPMLow:NVDA
56.47NVDADetails
Price/Book
6.54
High:NVDA
28.28NVDALow:
ORLY
-103.97ORLYDetails
Price/Sales
5.52
High:NVDA
20.71NVDALow:
UNH
0.59UNHDetails
Price/CF
19.69
High:NVDA
44.64NVDALow:JPM
8.75JPMDetails
Price/FCF
53.27
High:
AMZN
325.85AMZNLow:JPM
10.48JPMDetails
P/E Ratio
26.82
High:NVDA
37.34NVDALow:JPM
14.96JPMDetails
PEG Ratio
225.82
High:JPM
1,118.42JPMLow:NVDA
56.47NVDADetails
Price/Book
6.54
High:NVDA
28.28NVDALow:ORLY
-103.97ORLYDetails
Price/Sales
5.52
High:NVDA
20.71NVDALow:UNH
0.59UNHDetails
Price/CF
19.69
High:NVDA
44.64NVDALow:JPM
8.75JPMDetails
Price/FCF
53.27
High:AMZN
325.85AMZNLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.22% | Feb 2025 | Jun 2025 | 4 |
-4.97% | Feb 2026 | - | 2 |
-0.61% | Nov 2025 | Dec 2025 | 1 |