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+0.51%
This Month
+14.29%
Year To Date
+28.84%
2 Years
+61.64%
5 Years
+109.47%
10 Years
+15.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.9%
- 🪙 Cryptocurrencies5.84%
- 🚚 Transportation4.07%
- 💻 Electronic Technology2.68%
- 💼 Commercial Services2.59%
- 💰 Finance2.06%
- 🍞 Consumer Non Durables1.82%
- 🖥️ Technology Services1.13%
- 💵 Cash1.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE83.72%
- 🇺🇸 Nasdaq6.39%
- 🌍 Digital Currency5.84%
- 🇬🇧 LSE3.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.23%
- 🇮🇱 Israel1.13%
Dividends
Dividend Yield
0.11%
4 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TSN (3.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSN | Pay Day | Dec 15, 2025 | $0.50 |
Performance Metrics
Score 6.5/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.25
2.25
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.25
2.25
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.79
High:
WELL
152.19WELLLow:
PYPL
12.29PYPLDetails
PEG Ratio
146.89
High:WELL
227.16WELLLow:PYPL
62.34PYPLDetails
Price/Book
30.85
High:
AAPL
56.93AAPLLow:
TSN
1.09TSNDetails
Price/Sales
8.61
High:WELL
13.98WELLLow:
ALK
0.38ALKDetails
Price/CF
32.54
High:WELL
41.55WELLLow:ALK
4.37ALKDetails
Price/FCF
44.91
High:WELL
1,256.31WELLLow:PYPL
11.57PYPLDetails
P/E Ratio
37.79
High:WELL
152.19WELLLow:PYPL
12.29PYPLDetails
PEG Ratio
146.89
High:WELL
227.16WELLLow:PYPL
62.34PYPLDetails
Price/Book
30.85
High:AAPL
56.93AAPLLow:TSN
1.09TSNDetails
Price/Sales
8.61
High:WELL
13.98WELLLow:ALK
0.38ALKDetails
Price/CF
32.54
High:WELL
41.55WELLLow:ALK
4.37ALKDetails
Price/FCF
44.91
High:WELL
1,256.31WELLLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.79% | May 2021 | Dec 2023 | 31 |
-5.65% | Sep 2020 | Nov 2020 | 2 |
-3.79% | Mar 2025 | May 2025 | 2 |
-2.11% | Apr 2024 | May 2024 | 1 |
-1.98% | Jan 2021 | Feb 2021 | 1 |
-1.85% | Dec 2024 | Jan 2025 | 1 |
-1.76% | Oct 2024 | Nov 2024 | 1 |
-0.71% | Jul 2020 | Aug 2020 | 1 |
-0.1% | Nov 2025 | Dec 2025 | 1 |