Loading...
-3.86%
This Month
+6.6%
Year To Date
+65.89%
2 Years
+65.89%
5 Years
+65.89%
10 Years
+40.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous24.13%
- 📊 ETFs17.89%
- 🖥️ Technology Services16.04%
- 🛍️ Retail Trade8.51%
- 🚚 Transportation8.49%
- 💻 Electronic Technology8.36%
- 🚗 Consumer Durables8.1%
- 🧬 Health Technology7.76%
- 💵 Cash0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.39%
- 🇺🇸 NYSE48.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.25%
Dividends
Dividend Yield
1.2%
6 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.92%)
Performance Metrics
Score 7.1/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
13.8
13.8
-2
0
2
14
14
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
13.8
13.8
-2
0
2
14
14
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.73
1.73
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
1.7
1.7
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.82
High:
TSLA
336.27TSLALow:
UPS
14.46UPSDetails
PEG Ratio
62.09
High:
MSFT
78.05MSFTLow:
LLY
40.3LLYDetails
Price/Book
11.19
High:LLY
31.27LLYLow:UPS
4.96UPSDetails
Price/Sales
9.6
High:
NVDA
18.95NVDALow:UPS
0.91UPSDetails
Price/CF
31.94
High:TSLA
107.92TSLALow:UPS
10.01UPSDetails
Price/FCF
73.52
High:LLY
282.99LLYLow:NVDA
55.44NVDADetails
P/E Ratio
29.82
High:TSLA
336.27TSLALow:UPS
14.46UPSDetails
PEG Ratio
62.09
High:MSFT
78.05MSFTLow:LLY
40.3LLYDetails
Price/Book
11.19
High:LLY
31.27LLYLow:UPS
4.96UPSDetails
Price/Sales
9.6
High:NVDA
18.95NVDALow:UPS
0.91UPSDetails
Price/CF
31.94
High:TSLA
107.92TSLALow:UPS
10.01UPSDetails
Price/FCF
73.52
High:LLY
282.99LLYLow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.39% | Feb 2025 | Jun 2025 | 4 |
-17.25% | Oct 2025 | Jan 2026 | 3 |
-10.98% | Aug 2024 | Jan 2025 | 5 |
-7.96% | Feb 2026 | - | 2 |