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-2.23%
This Month
+2.17%
Year To Date
+20.07%
2 Years
+19.11%
5 Years
+444.67%
10 Years
+30.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs53.98%
- 💰 Finance28.7%
- 🧬 Health Technology7.02%
- 🧪 Process Industries4.99%
- ⚡ Utilities3.4%
- 💵 Cash2.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.74%
- 🇺🇸 Nasdaq33.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.11%
Dividends
Dividend Yield
1.36%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MAIN (5.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.61
2.61
0
1
2
3
3
Jensen's Alpha
17.56
17.56
-2
0
2
18
18
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
2.45
2.45
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.61
2.61
0
1
2
3
3
Jensen's Alpha
17.56
17.56
-2
0
2
18
18
Omega Ratio
2.08
2.08
0
1
1.5
3
3
Treynor Ratio
2.45
2.45
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
1.15
1.15
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
49.42
High:
EQIX
70.42EQIXLow:
APD
-182.73APDDetails
PEG Ratio
282.42
High:
SYK
562.54SYKLow:EQIX
115.88EQIXDetails
Price/Book
4.15
High:EQIX
6.72EQIXLow:
O
1.56ODetails
Price/Sales
7.46
High:O
10.58OLow:APD
5.01APDDetails
Price/CF
18.08
High:SYK
26.93SYKLow:O
13.03ODetails
Price/FCF
68.16
High:
NEE
2,356.18NEELow:SYK
45.3SYKDetails
P/E Ratio
49.42
High:EQIX
70.42EQIXLow:APD
-182.73APDDetails
PEG Ratio
282.42
High:SYK
562.54SYKLow:EQIX
115.88EQIXDetails
Price/Book
4.15
High:EQIX
6.72EQIXLow:O
1.56ODetails
Price/Sales
7.46
High:O
10.58OLow:APD
5.01APDDetails
Price/CF
18.08
High:SYK
26.93SYKLow:O
13.03ODetails
Price/FCF
68.16
High:NEE
2,356.18NEELow:SYK
45.3SYKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.99% | Apr 2022 | Sep 2024 | 29 |
-10.03% | Oct 2024 | Aug 2025 | 10 |
-5.77% | Jul 2021 | Oct 2021 | 3 |
-5.29% | Mar 2020 | Apr 2020 | 1 |
-4.76% | Jan 2020 | Feb 2020 | 1 |
-3.3% | Oct 2025 | Jan 2026 | 3 |
-2.88% | Jan 2022 | Mar 2022 | 2 |
-2.81% | Feb 2026 | - | 2 |
-2.46% | Nov 2021 | Dec 2021 | 1 |
-0.86% | Oct 2020 | Nov 2020 | 1 |