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+0.3%
This Month
+9.22%
Year To Date
+75.05%
2 Years
+19.12%
5 Years
+19.12%
10 Years
+3.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.16%
- 🚗 Consumer Durables12.82%
- 📈 Indexes10%
- ⛏️ Energy Minerals8.96%
- 📊 ETFs8.62%
- 🛍️ Retail Trade3.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.5%
- 🌍 CFD10%
Countries Breakdown
- Country
- Total
- 🇨🇳 China12.82%
- 🇺🇸 United States12.05%
Dividends
Dividend Yield
0.31%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CVX | 0.31% | 3.47% | $6.28 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-5.21
-5.21
-6
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-5.21
-5.21
-6
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.71
High:
GME
31.36GMELow:
XPEV
-107.4XPEVDetails
PEG Ratio
-34.84
High:GME
12.49GMELow:XPEV
-133.19XPEVDetails
Price/Book
2.21
High:
NIO
27.43NIOLow:GME
1.92GMEDetails
Price/Sales
2.11
High:GME
3.81GMELow:NIO
1.3NIODetails
Price/CF
9.07
High:GME
22.99GMELow:CVX
8.97CVXDetails
Price/FCF
72.75
High:CVX
74.85CVXLow:GME
23.67GMEDetails
P/E Ratio
37.71
High:GME
31.36GMELow:XPEV
-107.4XPEVDetails
PEG Ratio
-34.84
High:GME
12.49GMELow:XPEV
-133.19XPEVDetails
Price/Book
2.21
High:NIO
27.43NIOLow:GME
1.92GMEDetails
Price/Sales
2.11
High:GME
3.81GMELow:NIO
1.3NIODetails
Price/CF
9.07
High:GME
22.99GMELow:CVX
8.97CVXDetails
Price/FCF
72.75
High:CVX
74.85CVXLow:GME
23.67GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.45% | Dec 2021 | Aug 2025 | 44 |
-2.12% | Nov 2025 | Dec 2025 | 1 |