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+2.81%
This Month
-25.04%
Year To Date
+159.39%
2 Years
+18.92%
5 Years
+900%
10 Years
+30.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables43.67%
- 🖥️ Technology Services31.69%
- 💰 Finance22.08%
- 💼 Commercial Services2.49%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.41%
- 🇺🇸 NYSE35.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.93%
Dividends
Dividend Yield
0.04%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INTU (1.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTU | 0.04% | 1.07% | $3.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
22.33
22.33
-2
0
2
23
23
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
22.33
22.33
-2
0
2
23
23
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.01
High:
CELH
149.24CELHLow:
DUOL
12.44DUOLDetails
PEG Ratio
587.63
High:
ELF
1,243.17ELFLow:DUOL
3.63DUOLDetails
Price/Book
4.52
High:
NOW
8.06NOWLow:
SOFI
2.35SOFIDetails
Price/Sales
5.51
High:NOW
7.86NOWLow:
FOUR
0.79FOURDetails
Price/CF
24.58
High:CELH
32.69CELHLow:FOUR
6.63FOURDetails
Price/FCF
29.53
High:CELH
41.12CELHLow:FOUR
8.96FOURDetails
P/E Ratio
42.01
High:CELH
149.24CELHLow:DUOL
12.44DUOLDetails
PEG Ratio
587.63
High:ELF
1,243.17ELFLow:DUOL
3.63DUOLDetails
Price/Book
4.52
High:NOW
8.06NOWLow:SOFI
2.35SOFIDetails
Price/Sales
5.51
High:NOW
7.86NOWLow:FOUR
0.79FOURDetails
Price/CF
24.58
High:CELH
32.69CELHLow:FOUR
6.63FOURDetails
Price/FCF
29.53
High:CELH
41.12CELHLow:FOUR
8.96FOURDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.95% | Jul 2021 | Jan 2025 | 42 |
-65.46% | Feb 2018 | Jul 2020 | 29 |
-36.82% | Aug 2025 | - | 9 |
-3.23% | Sep 2020 | Nov 2020 | 2 |
-2.53% | Mar 2025 | Apr 2025 | 1 |
-0.51% | Oct 2017 | Nov 2017 | 1 |