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+0.36%
This Month
-2.31%
Year To Date
+22.02%
2 Years
+22.99%
5 Years
+22.99%
10 Years
+4.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs90.62%
- 🖥️ Technology Services5.47%
- 🛍️ Retail Trade3.79%
- 💵 Cash0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE67.92%
- 🇺🇸 Nasdaq27.27%
- 🇺🇸 Chicago Board Options Exchange4.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.47%
- 🇨🇳 China3.79%
Dividends
Performance Metrics
Score 4.5/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
1.37
1.37
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
1.37
1.37
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.13
High:
META
24.45METALow:
BABA
21.95BABADetails
PEG Ratio
N/A
Details
Price/Book
5.13
High:META
6.69METALow:BABA
1.84BABADetails
Price/Sales
5.68
High:META
7.33METALow:BABA
2.08BABADetails
Price/CF
15.45
High:BABA
27.25BABALow:META
14.62METADetails
Price/FCF
46.72
High:BABA
1,196.17BABALow:META
41.51METADetails
P/E Ratio
24.13
High:META
24.45METALow:BABA
21.95BABADetails
PEG Ratio
N/A
Details
Price/Book
5.13
High:META
6.69METALow:BABA
1.84BABADetails
Price/Sales
5.68
High:META
7.33METALow:BABA
2.08BABADetails
Price/CF
15.45
High:BABA
27.25BABALow:META
14.62METADetails
Price/FCF
46.72
High:BABA
1,196.17BABALow:META
41.51METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.74% | Dec 2021 | Feb 2024 | 26 |
-11.57% | Mar 2024 | Jun 2025 | 15 |
-5.68% | Feb 2026 | - | 3 |
-0.29% | Nov 2025 | Jan 2026 | 2 |