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+1.25%
This Month
+1.25%
Year To Date
+29.86%
2 Years
+66.42%
5 Years
+111.39%
10 Years
+15.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.59%
- 🪙 Cryptocurrencies5.36%
- 🚚 Transportation4.23%
- 💼 Commercial Services2.31%
- 💻 Electronic Technology2.29%
- 🍞 Consumer Non Durables1.95%
- 💰 Finance1.91%
- 💵 Cash1.8%
- 🖥️ Technology Services0.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE84.56%
- 🇺🇸 Nasdaq5.4%
- 🌍 Digital Currency5.36%
- 🇬🇧 LSE3.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.68%
- 🇮🇱 Israel0.8%
Dividends
Dividend Yield
0.11%
4 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSN (3.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
2.15
2.15
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
0.65
0.65
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
2.15
2.15
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.93
High:
WELL
141.69WELLLow:
PYPL
11.05PYPLDetails
PEG Ratio
132.86
High:WELL
211.49WELLLow:PYPL
56.05PYPLDetails
Price/Book
25.56
High:
AAPL
49.43AAPLLow:
TSN
1.17TSNDetails
Price/Sales
7.3
High:WELL
13.01WELLLow:
ALK
0.4ALKDetails
Price/CF
32.17
High:WELL
41.55WELLLow:ALK
4.37ALKDetails
Price/FCF
44.91
High:WELL
1,256.31WELLLow:PYPL
11.57PYPLDetails
P/E Ratio
32.93
High:WELL
141.69WELLLow:PYPL
11.05PYPLDetails
PEG Ratio
132.86
High:WELL
211.49WELLLow:PYPL
56.05PYPLDetails
Price/Book
25.56
High:AAPL
49.43AAPLLow:TSN
1.17TSNDetails
Price/Sales
7.3
High:WELL
13.01WELLLow:ALK
0.4ALKDetails
Price/CF
32.17
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 |