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-1.82%
This Month
-1.56%
Year To Date
+8.36%
2 Years
+74.2%
5 Years
+466.8%
10 Years
+20.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.69%
- 🚗 Consumer Durables20.74%
- 💻 Electronic Technology7.11%
- 🖥️ Technology Services5.95%
- 🧪 Process Industries5.74%
- 💰 Finance5.39%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.3%
- 🇺🇸 NYSE45.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.08%
- 🇹🇼 Taiwan7.11%
- 🇬🇧 United Kingdom5.74%
Dividends
Dividend Yield
0.78%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LYB (7.66%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
23.27
23.27
-2
0
2
24
24
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
5.95
5.95
0
0.75
1.25
6
6
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
23.27
23.27
-2
0
2
24
24
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
5.95
5.95
0
0.75
1.25
6
6
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
53.4
High:
TSLA
377.27TSLALow:
LYB
-26.48LYBDetails
PEG Ratio
138.46
High:
O
297.48OLow:
TSM
65.02TSMDetails
Price/Book
11.82
High:TSLA
18.54TSLALow:O
1.56ODetails
Price/Sales
12.12
High:TSLA
15.15TSLALow:LYB
0.66LYBDetails
Price/CF
35.11
High:TSLA
107.92TSLALow:LYB
6.16LYBDetails
Price/FCF
102
High:TSLA
255.88TSLALow:O
55.27ODetails
P/E Ratio
53.4
High:TSLA
377.27TSLALow:LYB
-26.48LYBDetails
PEG Ratio
138.46
High:O
297.48OLow:TSM
65.02TSMDetails
Price/Book
11.82
High:TSLA
18.54TSLALow:O
1.56ODetails
Price/Sales
12.12
High:TSLA
15.15TSLALow:LYB
0.66LYBDetails
Price/CF
35.11
High:TSLA
107.92TSLALow:LYB
6.16LYBDetails
Price/FCF
102
High:TSLA
255.88TSLALow:O
55.27ODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.35% | Jan 2018 | Mar 2024 | 74 |
-52.72% | May 2016 | Apr 2017 | 11 |
-16.44% | Sep 2017 | Oct 2017 | 1 |
-11.45% | Apr 2024 | Oct 2024 | 6 |
-10.92% | Dec 2024 | Aug 2025 | 8 |
-6.39% | Nov 2025 | - | 5 |