Loading...
+0.04%
This Month
+17.85%
Year To Date
+41.04%
2 Years
+86.42%
5 Years
+86.42%
10 Years
+17.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs71.43%
- 🚗 Consumer Durables9.49%
- ❓ Other6.96%
- 💵 Cash4.64%
- 🪙 Cryptocurrencies3.35%
- 🖥️ Technology Services1.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.13%
- 🇺🇸 Nasdaq27.32%
- 🌍 Digital Currency3.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.05%
Dividends
Dividend Yield
0.01%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.01% | 0.78% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
3.7
3.7
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
3.7
3.7
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
81.3
High:
TSLA
372.52TSLALow:MSFT
22.94MSFTDetails
PEG Ratio
77.41
High:MSFT
77.41MSFTLow:MSFT
77.41MSFTDetails
Price/Book
13.15
High:TSLA
18.2TSLALow:MSFT
6.9MSFTDetails
Price/Sales
12.82
High:TSLA
14.74TSLALow:MSFT
9.01MSFTDetails
Price/CF
41.46
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
123.69
High:TSLA
187.89TSLALow:MSFT
58.56MSFTDetails
P/E Ratio
81.3
High:TSLA
372.52TSLALow:MSFT
22.94MSFTDetails
PEG Ratio
77.41
High:MSFT
77.41MSFTLow:MSFT
77.41MSFTDetails
Price/Book
13.15
High:TSLA
18.2TSLALow:MSFT
6.9MSFTDetails
Price/Sales
12.82
High:TSLA
14.74TSLALow:MSFT
9.01MSFTDetails
Price/CF
41.46
High:TSLA
79.58TSLALow:MSFT
16.2MSFTDetails
Price/FCF
123.69
High:TSLA
187.89TSLALow:MSFT
58.56MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.36% | Jul 2026 | - | 2 |
-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 |