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+1.91%
This Month
+8.61%
Year To Date
+36.71%
2 Years
+65.65%
5 Years
+68.75%
10 Years
+11.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs63.91%
- 💰 Finance17.58%
- 💇♀️ Consumer Services4.5%
- 🖥️ Technology Services4.35%
- 🍞 Consumer Non Durables2.79%
- 💻 Electronic Technology2.52%
- 🧩 Miscellaneous1.99%
- 🛠️ Producer Manufacturing1.66%
- 🏥 Health Services0.21%
- 🛍️ Retail Trade0.18%
- 🧪 Process Industries0.18%
- 💵 Cash0.1%
- 🚗 Consumer Durables0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE90.61%
- 🇺🇸 Nasdaq7.6%
- 🇬🇧 LSE1.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.02%
Dividends
Dividend Yield
0.28%
14 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.22%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.05
-1.05
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-1.05
-1.05
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.12
High:
AAPL
35.46AAPLLow:
WBD
-38.05WBDDetails
PEG Ratio
119.84
High:
MCD
325.39MCDLow:WBD
-45.16WBDDetails
Price/Book
2.97
High:AAPL
42.03AAPLLow:MCD
-151.69MCDDetails
Price/Sales
4.67
High:AAPL
9.75AAPLLow:
LEG
0.39LEGDetails
Price/CF
21.19
High:
SOLV
75.9SOLVLow:LEG
5.06LEGDetails
Price/FCF
44.73
High:SOLV
256.08SOLVLow:LEG
7.74LEGDetails
P/E Ratio
20.12
High:AAPL
35.46AAPLLow:WBD
-38.05WBDDetails
PEG Ratio
119.84
High:MCD
325.39MCDLow:WBD
-45.16WBDDetails
Price/Book
2.97
High:AAPL
42.03AAPLLow:MCD
-151.69MCDDetails
Price/Sales
4.67
High:AAPL
9.75AAPLLow:LEG
0.39LEGDetails
Price/CF
21.19
High:SOLV
75.9SOLVLow:LEG
5.06LEGDetails
Price/FCF
44.73
High:SOLV
256.08SOLVLow:LEG
7.74LEGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.89% | Nov 2021 | Jan 2024 | 26 |
-5.85% | Mar 2026 | Apr 2026 | 1 |
-4.56% | Sep 2021 | Oct 2021 | 1 |
-4.45% | Apr 2024 | Jun 2024 | 2 |
-3.75% | Dec 2024 | Feb 2025 | 2 |
-1.93% | Oct 2024 | Nov 2024 | 1 |
-1.67% | Mar 2025 | May 2025 | 2 |
-0.61% | Jun 2026 | Jul 2026 | 1 |
-0.5% | Dec 2025 | Feb 2026 | 2 |