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-1.36%
This Month
+39.17%
Year To Date
+96.84%
2 Years
+1125.77%
5 Years
+751.28%
10 Years
+44.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables38.51%
- 🍞 Consumer Non Durables28.54%
- 🚚 Transportation16.69%
- 💰 Finance14.4%
- 🪙 Cryptocurrencies1.3%
- 💵 Cash0.43%
- 💻 Electronic Technology0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.69%
- 🇺🇸 Nasdaq16.69%
- 🌍 Digital Currency1.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.64%
- 🇨🇳 China38.51%
- 🇫🇮 Finland0.24%
Dividends
Dividend Yield
1.48%
4 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PK (8.38%)
Performance Metrics
Score 8.3/10
Beta
0.05
0.05
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
58.75
58.75
-2
0
2
59
59
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
87.46
87.46
0
0.75
1.25
88
88
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.05
0.05
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
58.75
58.75
-2
0
2
59
59
Omega Ratio
1.7
1.7
0
1
1.5
2.5
2.5
Treynor Ratio
87.46
87.46
0
0.75
1.25
88
88
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-8.88
High:
LYFT
76.7LYFTLow:
EL
-27.8ELDetails
PEG Ratio
23.77
High:LYFT
32.63LYFTLow:
UA
9.56UADetails
Price/Book
8.36
High:LYFT
9.42LYFTLow:
NIO
-76.32NIODetails
Price/Sales
1.59
High:
CCI
7.69CCILow:UA
0.43UADetails
Price/CF
14.74
High:UA
1,391.74UALow:
PK
4.41PKDetails
Price/FCF
35.65
High:EL
560.47ELLow:LYFT
6.71LYFTDetails
P/E Ratio
-8.88
High:LYFT
76.7LYFTLow:EL
-27.8ELDetails
PEG Ratio
23.77
High:LYFT
32.63LYFTLow:UA
9.56UADetails
Price/Book
8.36
High:LYFT
9.42LYFTLow:NIO
-76.32NIODetails
Price/Sales
1.59
High:CCI
7.69CCILow:UA
0.43UADetails
Price/CF
14.74
High:UA
1,391.74UALow:PK
4.41PKDetails
Price/FCF
35.65
High:EL
560.47ELLow:LYFT
6.71LYFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.93% | Mar 2020 | Feb 2021 | 11 |
-33.31% | Aug 2023 | Sep 2024 | 13 |
-23.18% | Mar 2021 | May 2021 | 2 |
-19.89% | Aug 2022 | Jan 2023 | 5 |
-17.93% | Mar 2022 | Apr 2022 | 1 |
-12.54% | Mar 2025 | Jul 2025 | 4 |
-11.63% | Oct 2024 | Jan 2025 | 3 |
-10.41% | Jun 2021 | Sep 2021 | 3 |
-10.11% | Dec 2021 | Jan 2022 | 1 |
-1.36% | Sep 2025 | - | 1 |
-1.04% | Jun 2022 | Jul 2022 | 1 |