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+2.37%
This Month
+21.12%
Year To Date
+87.06%
2 Years
+121.93%
5 Years
+141.5%
10 Years
+17.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services79.7%
- 📊 ETFs15.72%
- 🚗 Consumer Durables4.43%
- 🪙 Cryptocurrencies0.09%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.09%
- 🇺🇸 Nasdaq34.76%
- 🌍 Digital Currency0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.13%
Dividends
Dividend Yield
0.14%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.14% | 0.95% | $3 |
Performance Metrics
Score 6.1/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
4.03
4.03
-2
0
2
5
5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
4.03
4.03
-2
0
2
5
5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.34
High:
TSLA
335.12TSLALow:
U
-23.79UDetails
PEG Ratio
-29.87
High:MSFT
81.72MSFTLow:U
-54.9UDetails
Price/Book
7.51
High:TSLA
16.47TSLALow:U
3.04UDetails
Price/Sales
9.41
High:TSLA
13.46TSLALow:U
5.29UDetails
Price/CF
25.19
High:TSLA
107.92TSLALow:MSFT
22.48MSFTDetails
Price/FCF
75.73
High:TSLA
255.88TSLALow:U
47UDetails
P/E Ratio
27.34
High:TSLA
335.12TSLALow:U
-23.79UDetails
PEG Ratio
-29.87
High:MSFT
81.72MSFTLow:U
-54.9UDetails
Price/Book
7.51
High:TSLA
16.47TSLALow:U
3.04UDetails
Price/Sales
9.41
High:TSLA
13.46TSLALow:U
5.29UDetails
Price/CF
25.19
High:TSLA
107.92TSLALow:MSFT
22.48MSFTDetails
Price/FCF
75.73
High:TSLA
255.88TSLALow:U
47UDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.8% | Feb 2022 | Jun 2023 | 16 |
-13.21% | Aug 2023 | Jan 2024 | 5 |
-12.8% | Apr 2025 | Nov 2025 | 7 |
-7.49% | Mar 2024 | Jul 2024 | 4 |
-6.36% | Jan 2025 | Mar 2025 | 2 |
-4.81% | May 2021 | Jun 2021 | 1 |
-4.48% | Jan 2021 | Apr 2021 | 3 |
-2.43% | Feb 2026 | Mar 2026 | 1 |
-2.2% | Sep 2021 | Oct 2021 | 1 |
-1.08% | Jul 2021 | Aug 2021 | 1 |
-0.74% | Nov 2021 | Dec 2021 | 1 |