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-6.76%
This Month
+15.59%
Year To Date
+31.21%
2 Years
+82.85%
5 Years
+82.85%
10 Years
+16.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.6%
- 🚗 Consumer Durables8.76%
- ❓ Other5.97%
- 🪙 Cryptocurrencies3.88%
- 💵 Cash1.46%
- 💻 Electronic Technology0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.07%
- 🇺🇸 Nasdaq25.89%
- 🌍 Digital Currency3.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.4%
Dividends
Dividend Yield
0%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AVGO (0.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AVGO | 0% | 0.73% | $19.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
4.44
4.44
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
4.44
4.44
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
269.48
High:
TSLA
372.52TSLALow:AVGO
66.58AVGODetails
PEG Ratio
53.19
High:AVGO
53.19AVGOLow:AVGO
53.19AVGODetails
Price/Book
18.45
High:AVGO
21.7AVGOLow:TSLA
18.2TSLADetails
Price/Sales
15.29
High:AVGO
25.84AVGOLow:TSLA
14.74TSLADetails
Price/CF
77.63
High:TSLA
79.58TSLALow:AVGO
61.1AVGODetails
Price/FCF
174.52
High:TSLA
187.89TSLALow:AVGO
97.81AVGODetails
P/E Ratio
269.48
High:TSLA
372.52TSLALow:AVGO
66.58AVGODetails
PEG Ratio
53.19
High:AVGO
53.19AVGOLow:AVGO
53.19AVGODetails
Price/Book
18.45
High:AVGO
21.7AVGOLow:TSLA
18.2TSLADetails
Price/Sales
15.29
High:AVGO
25.84AVGOLow:TSLA
14.74TSLADetails
Price/CF
77.63
High:TSLA
79.58TSLALow:AVGO
61.1AVGODetails
Price/FCF
174.52
High:TSLA
187.89TSLALow:AVGO
97.81AVGODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.59% | Jul 2026 | - | 3 |
-21.89% | Apr 2022 | Jun 2023 | 14 |
-11.1% | Oct 2024 | Jun 2025 | 8 |
-9.64% | Nov 2025 | Apr 2026 | 5 |
-4.19% | Aug 2023 | Nov 2023 | 3 |
-2.89% | Jan 2024 | Feb 2024 | 1 |
-0.01% | Jul 2025 | Aug 2025 | 1 |