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-0.21%
This Month
+0.94%
Year To Date
+23.91%
2 Years
+109.11%
5 Years
+557.84%
10 Years
+33.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash67.22%
- 🖥️ Technology Services10.16%
- 📊 ETFs8.07%
- 💻 Electronic Technology7.23%
- 💰 Finance6.87%
- 🍞 Consumer Non Durables5.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.99%
- 🇺🇸 Nasdaq17.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.32%
Dividends
Dividend Yield
0.29%
6 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PG (2.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
26.15
26.15
-2
0
2
27
27
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
3.23
3.23
0
0.75
1.25
4
4
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
26.15
26.15
-2
0
2
27
27
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
3.23
3.23
0
0.75
1.25
4
4
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.1
High:
AMD
76.4AMDLow:
PG
23.46PGDetails
PEG Ratio
187.45
High:
V
564.33VLow:AMD
46.79AMDDetails
Price/Book
11.11
High:
MA
60.42MALow:AMD
5.23AMDDetails
Price/Sales
9.46
High:V
14.97VLow:PG
4.5PGDetails
Price/CF
25.03
High:AMD
45.99AMDLow:PG
18.22PGDetails
Price/FCF
52
High:
KO
272.99KOLow:MA
36.21MADetails
P/E Ratio
28.1
High:AMD
76.4AMDLow:PG
23.46PGDetails
PEG Ratio
187.45
High:V
564.33VLow:AMD
46.79AMDDetails
Price/Book
11.11
High:MA
60.42MALow:AMD
5.23AMDDetails
Price/Sales
9.46
High:V
14.97VLow:PG
4.5PGDetails
Price/CF
25.03
High:AMD
45.99AMDLow:PG
18.22PGDetails
Price/FCF
52
High:KO
272.99KOLow:MA
36.21MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.78% | Jul 2021 | Dec 2023 | 29 |
-29.47% | Nov 2019 | Feb 2020 | 3 |
-15.03% | Feb 2021 | Jun 2021 | 4 |
-11.51% | Apr 2024 | Nov 2024 | 7 |
-7.3% | Dec 2024 | May 2025 | 5 |
-4.49% | Mar 2020 | Apr 2020 | 1 |
-2.62% | Jan 2024 | Feb 2024 | 1 |
-0.21% | Mar 2026 | - | 1 |
-0.05% | Nov 2025 | Dec 2025 | 1 |