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-0.86%
This Month
-0.86%
Year To Date
+70.2%
2 Years
+17.51%
5 Years
+36.02%
10 Years
+6.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.97%
- 💵 Cash22.14%
- 🖥️ Technology Services15.27%
- 🛍️ Retail Trade10.06%
- 🏭 Industrial Services4.94%
- 🏥 Health Services4.88%
- 💰 Finance4.47%
- 💻 Electronic Technology4.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.39%
- 🇺🇸 Nasdaq29.38%
- 🇬🇧 LSE3.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.68%
Dividends
Dividend Yield
0.38%
7 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.27
High:
WMT
41.64WMTLow:
UNH
17.66UNHDetails
PEG Ratio
259.71
High:
V
1,166.53VLow:
AMZN
64.36AMZNDetails
Price/Book
10.18
High:
AAPL
49.43AAPLLow:UNH
3.2UNHDetails
Price/Sales
5.68
High:V
15.84VLow:UNH
0.71UNHDetails
Price/CF
22.8
High:AAPL
34.06AAPLLow:UNH
14.96UNHDetails
Price/FCF
60.51
High:AMZN
225.5AMZNLow:UNH
32.91UNHDetails
P/E Ratio
32.27
High:WMT
41.64WMTLow:UNH
17.66UNHDetails
PEG Ratio
259.71
High:V
1,166.53VLow:AMZN
64.36AMZNDetails
Price/Book
10.18
High:AAPL
49.43AAPLLow:UNH
3.2UNHDetails
Price/Sales
5.68
High:V
15.84VLow:UNH
0.71UNHDetails
Price/CF
22.8
High:AAPL
34.06AAPLLow:UNH
14.96UNHDetails
Price/FCF
60.51
High:AMZN
225.5AMZNLow:UNH
32.91UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.4% | Nov 2021 | Nov 2025 | 48 |
-6.75% | Feb 2021 | Jun 2021 | 4 |
-2.66% | Jul 2021 | Aug 2021 | 1 |
-1.92% | Sep 2021 | Oct 2021 | 1 |
-0.86% | Jan 2026 | - | 1 |