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-0.65%
This Month
-8.24%
Year To Date
+132.36%
2 Years
+389.1%
5 Years
+677.38%
10 Years
+43.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏥 Health Services44.3%
- 🛍️ Retail Trade44.09%
- 🚗 Consumer Durables11.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.7%
- 🇺🇸 NYSE44.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
25.49
25.49
-2
0
2
26
26
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
25.49
25.49
-2
0
2
26
26
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.82
High:
TSLA
364.27TSLALow:
AMZN
32.86AMZNDetails
PEG Ratio
92.42
High:AMZN
92.42AMZNLow:AMZN
92.42AMZNDetails
Price/Book
7.23
High:TSLA
17.8TSLALow:AMZN
6.69AMZNDetails
Price/Sales
4.39
High:TSLA
14.41TSLALow:
HIMS
2.84HIMSDetails
Price/CF
16.86
High:TSLA
79.58TSLALow:AMZN
15.25AMZNDetails
Price/FCF
299.31
High:AMZN
325.85AMZNLow:HIMS
140.31HIMSDetails
P/E Ratio
36.82
High:TSLA
364.27TSLALow:AMZN
32.86AMZNDetails
PEG Ratio
92.42
High:AMZN
92.42AMZNLow:AMZN
92.42AMZNDetails
Price/Book
7.23
High:TSLA
17.8TSLALow:AMZN
6.69AMZNDetails
Price/Sales
4.39
High:TSLA
14.41TSLALow:HIMS
2.84HIMSDetails
Price/CF
16.86
High:TSLA
79.58TSLALow:AMZN
15.25AMZNDetails
Price/FCF
299.31
High:AMZN
325.85AMZNLow:HIMS
140.31HIMSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.87% | Oct 2025 | - | 8 |
-41.07% | Dec 2021 | Mar 2024 | 27 |
-25.33% | Jun 2020 | Nov 2020 | 5 |
-19.83% | Feb 2025 | May 2025 | 3 |
-18.25% | Feb 2021 | Oct 2021 | 8 |
-6.68% | Aug 2025 | Sep 2025 | 1 |