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+5.37%
This Month
+5.37%
Year To Date
+68.73%
2 Years
+21.92%
5 Years
+327.21%
10 Years
+19.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology82.55%
- 🚗 Consumer Durables17.37%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.92%
Dividends
Dividend Yield
0%
0 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
5.51
5.51
-2
0
2
6
6
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
5.51
5.51
-2
0
2
6
6
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
154.55
High:
TSLA
280.13TSLALow:
AMD
114.62AMDDetails
PEG Ratio
142.47
High:AMD
142.47AMDLow:AMD
142.47AMDDetails
Price/Book
8.64
High:TSLA
17.43TSLALow:AMD
6.21AMDDetails
Price/Sales
13.22
High:TSLA
15.46TSLALow:AMD
11.88AMDDetails
Price/CF
55.03
High:TSLA
99.57TSLALow:AMD
40.84AMDDetails
Price/FCF
73.41
High:TSLA
229.45TSLALow:AMD
48.03AMDDetails
P/E Ratio
154.55
High:TSLA
280.13TSLALow:AMD
114.62AMDDetails
PEG Ratio
142.47
High:AMD
142.47AMDLow:AMD
142.47AMDDetails
Price/Book
8.64
High:TSLA
17.43TSLALow:AMD
6.21AMDDetails
Price/Sales
13.22
High:TSLA
15.46TSLALow:AMD
11.88AMDDetails
Price/CF
55.03
High:TSLA
99.57TSLALow:AMD
40.84AMDDetails
Price/FCF
73.41
High:TSLA
229.45TSLALow:AMD
48.03AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.03% | Jul 2021 | Sep 2025 | 50 |
-25.15% | Nov 2017 | Nov 2019 | 24 |
-17.4% | Mar 2020 | May 2020 | 2 |
-13.76% | Nov 2025 | - | 3 |
-6.37% | Sep 2020 | Nov 2020 | 2 |