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-0.65%
This Month
+4.45%
Year To Date
+11.96%
2 Years
+27.64%
5 Years
+728.24%
10 Years
+15.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities50.31%
- 🖥️ Technology Services16.74%
- 💻 Electronic Technology15.29%
- 💵 Cash5.04%
- 🛍️ Retail Trade2.97%
- ⚡ Utilities2.76%
- 🚗 Consumer Durables1.43%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity50.31%
- 🇺🇸 Nasdaq33.21%
- 🇺🇸 NYSE5.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.2%
Dividends
Dividend Yield
0.09%
6 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.8/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
16.52
16.52
-2
0
2
17
17
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
16.52
16.52
-2
0
2
17
17
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.73
High:
TSLA
304.02TSLALow:
CRWD
-405.28CRWDDetails
PEG Ratio
66.13
High:
MSFT
216.28MSFTLow:
TEM.US
-84.33TEM.USDetails
Price/Book
15.92
High:
AAPL
55.86AAPLLow:
AMZN
6.64AMZNDetails
Price/Sales
12.1
High:
AVGO
31.65AVGOLow:
VST
2.62VSTDetails
Price/CF
31.25
High:TSLA
99.57TSLALow:VST
16.94VSTDetails
Price/FCF
62.14
High:TSLA
229.45TSLALow:
PANW
42.3PANWDetails
P/E Ratio
41.73
High:TSLA
304.02TSLALow:CRWD
-405.28CRWDDetails
PEG Ratio
66.13
High:MSFT
216.28MSFTLow:TEM.US
-84.33TEM.USDetails
Price/Book
15.92
High:AAPL
55.86AAPLLow:AMZN
6.64AMZNDetails
Price/Sales
12.1
High:AVGO
31.65AVGOLow:VST
2.62VSTDetails
Price/CF
31.25
High:TSLA
99.57TSLALow:VST
16.94VSTDetails
Price/FCF
62.14
High:TSLA
229.45TSLALow:PANW
42.3PANWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.25% | Mar 2014 | May 2017 | 38 |
-28.41% | Nov 2021 | - | 50 |
-16.18% | Aug 2018 | Jul 2019 | 11 |
-13.54% | Feb 2020 | Apr 2020 | 2 |
-5.95% | Feb 2018 | May 2018 | 3 |
-5.52% | Sep 2020 | Nov 2020 | 2 |
-4.59% | Sep 2017 | Nov 2017 | 2 |
-3.24% | Jul 2017 | Aug 2017 | 1 |
-1.8% | Aug 2019 | Jan 2020 | 5 |
-1.48% | Dec 2017 | Jan 2018 | 1 |