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-1.27%
This Month
-2.08%
Year To Date
+276.44%
2 Years
+67.44%
5 Years
+102.14%
10 Years
+16.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.07%
- 💰 Finance23.6%
- 💵 Cash20.81%
- 💻 Electronic Technology7.84%
- 🛍️ Retail Trade7.49%
- 🪙 Cryptocurrencies3.67%
- 🚗 Consumer Durables2.18%
- 💼 Commercial Services1.9%
- 🧩 Miscellaneous1.08%
- 💇♀️ Consumer Services0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.79%
- 🇺🇸 NYSE7.53%
- 🌍 Digital Currency3.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.3%
- 🇹🇼 Taiwan0.94%
Dividends
Dividend Yield
0.03%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.39%)
Performance Metrics
Score 5.3/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
2.5
2.5
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
49.92
High:
TSLA
364.27TSLALow:
PYPL
8.68PYPLDetails
PEG Ratio
168.94
High:
SOFI
359.61SOFILow:
DIS
13.23DISDetails
Price/Book
21.65
High:
PLTR
37.96PLTRLow:DIS
1.77DISDetails
Price/Sales
17.61
High:PLTR
65.84PLTRLow:
CHWY
0.83CHWYDetails
Price/CF
43.65
High:PLTR
138.09PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
68.49
High:
AMZN
325.85AMZNLow:PYPL
7.94PYPLDetails
P/E Ratio
49.92
High:TSLA
364.27TSLALow:PYPL
8.68PYPLDetails
PEG Ratio
168.94
High:SOFI
359.61SOFILow:DIS
13.23DISDetails
Price/Book
21.65
High:PLTR
37.96PLTRLow:DIS
1.77DISDetails
Price/Sales
17.61
High:PLTR
65.84PLTRLow:CHWY
0.83CHWYDetails
Price/CF
43.65
High:PLTR
138.09PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
68.49
High:AMZN
325.85AMZNLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.28% | Nov 2021 | Apr 2025 | 41 |
-14.93% | May 2021 | Oct 2021 | 5 |
-5.57% | Nov 2025 | - | 7 |