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0%
Today
+0.09%
This Month
-19.7%
Year To Date
+6.29%
2 Years
+158.64%
5 Years
+28.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology81.1%
- 💵 Cash70.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.1%
Dividends
Dividend Yield
0.41%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.41% | 0.5% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
16.09
16.09
-2
0
2
17
17
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
16.09
16.09
-2
0
2
17
17
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.38
High:
AAPL
31.38AAPLLow:AAPL
31.38AAPLDetails
PEG Ratio
N/A
Details
Price/Book
44.97
High:AAPL
44.97AAPLLow:AAPL
44.97AAPLDetails
Price/Sales
7.56
High:AAPL
7.56AAPLLow:AAPL
7.56AAPLDetails
Price/CF
29.95
High:AAPL
29.95AAPLLow:AAPL
29.95AAPLDetails
Price/FCF
39.44
High:AAPL
39.44AAPLLow:AAPL
39.44AAPLDetails
P/E Ratio
31.38
High:AAPL
31.38AAPLLow:AAPL
31.38AAPLDetails
PEG Ratio
N/A
Details
Price/Book
44.97
High:AAPL
44.97AAPLLow:AAPL
44.97AAPLDetails
Price/Sales
7.56
High:AAPL
7.56AAPLLow:AAPL
7.56AAPLDetails
Price/CF
29.95
High:AAPL
29.95AAPLLow:AAPL
29.95AAPLDetails
Price/FCF
39.44
High:AAPL
39.44AAPLLow:AAPL
39.44AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.73% | Sep 2018 | Oct 2019 | 13 |
-29.42% | Jan 2022 | May 2023 | 16 |
-26.64% | Jun 2015 | Feb 2017 | 20 |
-23.38% | Feb 2020 | May 2020 | 3 |
-20.25% | Dec 2013 | May 2014 | 5 |
-19.77% | Jan 2025 | - | 6 |
-18.77% | Sep 2020 | Dec 2020 | 3 |
-14.22% | Aug 2023 | Jun 2024 | 10 |
-12.76% | Mar 2018 | May 2018 | 2 |
-11.62% | Sep 2017 | Oct 2017 | 1 |
-9.42% | Jan 2021 | Jun 2021 | 5 |
-7.69% | Sep 2021 | Nov 2021 | 2 |
-7.02% | Dec 2014 | Feb 2015 | 2 |
-5.37% | Jun 2017 | Aug 2017 | 2 |
-5.22% | Dec 2017 | Feb 2018 | 2 |
-2.92% | Mar 2015 | May 2015 | 2 |
-2.66% | Oct 2024 | Nov 2024 | 1 |
-1.61% | Sep 2014 | Oct 2014 | 1 |
-1.1% | Jun 2018 | Jul 2018 | 1 |
-0.06% | Apr 2017 | May 2017 | 1 |