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-0.12%
This Month
-0.12%
Year To Date
+88.58%
2 Years
+106.76%
5 Years
+187.54%
10 Years
+21.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.4%
- 📊 ETFs21.45%
- 🖥️ Technology Services15.23%
- 🚗 Consumer Durables11.91%
- 💻 Electronic Technology11%
- 🛍️ Retail Trade5.58%
- 🪙 Cryptocurrencies3.64%
- 💰 Finance3.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.06%
- 🇺🇸 NYSE19.23%
- 🌍 Digital Currency3.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.84%
Dividends
Dividend Yield
0.15%
7 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
0.07
0.07
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
0.07
0.07
-2
0
2
4.5
4.5
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
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
40.65
High:
TSLA
288.29TSLALow:
JPM
15.03JPMDetails
PEG Ratio
253.82
High:
V
1,170.87VLow:
AMZN
67.71AMZNDetails
Price/Book
13.06
High:
NVDA
39.15NVDALow:
GM
1.26GMDetails
Price/Sales
9.98
High:NVDA
25.06NVDALow:GM
0.42GMDetails
Price/CF
29.84
High:TSLA
99.57TSLALow:GM
2.8GMDetails
Price/FCF
66.23
High:TSLA
229.45TSLALow:JPM
29.28JPMDetails
P/E Ratio
40.65
High:TSLA
288.29TSLALow:JPM
15.03JPMDetails
PEG Ratio
253.82
High:V
1,170.87VLow:AMZN
67.71AMZNDetails
Price/Book
13.06
High:NVDA
39.15NVDALow:GM
1.26GMDetails
Price/Sales
9.98
High:NVDA
25.06NVDALow:GM
0.42GMDetails
Price/CF
29.84
High:TSLA
99.57TSLALow:GM
2.8GMDetails
Price/FCF
66.23
High:TSLA
229.45TSLALow:JPM
29.28JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.23% | Jan 2022 | Jun 2024 | 29 |
-19.61% | Feb 2025 | Jul 2025 | 5 |
-8.25% | Sep 2021 | Oct 2021 | 1 |
-3.86% | Nov 2025 | - | 3 |
-1.91% | Oct 2020 | Nov 2020 | 1 |
-1.32% | May 2021 | Jun 2021 | 1 |
-0.6% | Jul 2020 | Aug 2020 | 1 |
-0.19% | Oct 2024 | Nov 2024 | 1 |