Loading...
-2.17%
This Month
-1.44%
Year To Date
+20.71%
2 Years
+49.06%
5 Years
+49.06%
10 Years
+9.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.22%
- 📊 ETFs19.15%
- 🍞 Consumer Non Durables16.69%
- 💵 Cash10.22%
- ⛏️ Energy Minerals6.98%
- 💰 Finance5.32%
- 🏥 Health Services4.93%
- 🛍️ Retail Trade3.5%
- 🛠️ Producer Manufacturing2.34%
- 💻 Electronic Technology2.24%
- 🪙 Cryptocurrencies1.46%
- 🚗 Consumer Durables1.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.06%
- 🇺🇸 Nasdaq37.43%
- 🌍 Digital Currency1.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.17%
- 🇨🇦 Canada8.44%
- 🇮🇱 Israel2.4%
- 🇨🇭 Switzerland2.34%
Dividends
Dividend Yield
0.55%
9 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (5.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
0.43
0.43
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
0.43
0.43
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.66
High:
CELH
192.93CELHLow:
CROX
-66.44CROXDetails
PEG Ratio
106.75
High:
LULU
354.67LULULow:
SAM
24.41SAMDetails
Price/Book
7.95
High:CELH
9.91CELHLow:
WIX
-16.73WIXDetails
Price/Sales
6.88
High:
MSFT
9.9MSFTLow:
UNH
0.59UNHDetails
Price/CF
22.08
High:
LEN
66.49LENLow:
OXY
3.86OXYDetails
Price/FCF
60
High:
AMZN
325.85AMZNLow:CROX
6.71CROXDetails
P/E Ratio
27.66
High:CELH
192.93CELHLow:CROX
-66.44CROXDetails
PEG Ratio
106.75
High:LULU
354.67LULULow:SAM
24.41SAMDetails
Price/Book
7.95
High:CELH
9.91CELHLow:WIX
-16.73WIXDetails
Price/Sales
6.88
High:MSFT
9.9MSFTLow:UNH
0.59UNHDetails
Price/CF
22.08
High:LEN
66.49LENLow:OXY
3.86OXYDetails
Price/FCF
60
High:AMZN
325.85AMZNLow:CROX
6.71CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.6% | Feb 2022 | Mar 2023 | 13 |
-8.03% | Aug 2023 | Feb 2024 | 6 |
-5.82% | Feb 2025 | Jun 2025 | 4 |
-3.74% | Feb 2026 | - | 2 |
-3% | Nov 2021 | Dec 2021 | 1 |
-2.93% | Apr 2023 | Jun 2023 | 2 |
-2.14% | Dec 2024 | Jan 2025 | 1 |
-1.61% | Aug 2024 | Nov 2024 | 3 |
-1.5% | Apr 2024 | Jun 2024 | 2 |