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-0.37%
This Month
-23.49%
Year To Date
+177.64%
2 Years
+50.57%
5 Years
+93.06%
10 Years
+12.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance75.77%
- 🚗 Consumer Durables17.55%
- 💵 Cash10.33%
- 📊 ETFs0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.77%
- 🇺🇸 Nasdaq17.55%
- 🇺🇸 Chicago Board Options Exchange0.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.32%
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 5.2/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.75
1.75
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.75
1.75
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
451.77
High:
TSLA
364.71TSLALow:
LMND
-23.1LMNDDetails
PEG Ratio
-108.73
High:LMND
-108.73LMNDLow:LMND
-108.73LMNDDetails
Price/Book
17.63
High:TSLA
17.92TSLALow:LMND
7.38LMNDDetails
Price/Sales
14.43
High:TSLA
14.65TSLALow:LMND
6.4LMNDDetails
Price/CF
107.92
High:TSLA
107.92TSLALow:TSLA
107.92TSLADetails
Price/FCF
255.88
High:TSLA
255.88TSLALow:TSLA
255.88TSLADetails
P/E Ratio
451.77
High:TSLA
364.71TSLALow:LMND
-23.1LMNDDetails
PEG Ratio
-108.73
High:LMND
-108.73LMNDLow:LMND
-108.73LMNDDetails
Price/Book
17.63
High:TSLA
17.92TSLALow:LMND
7.38LMNDDetails
Price/Sales
14.43
High:TSLA
14.65TSLALow:LMND
6.4LMNDDetails
Price/CF
107.92
High:TSLA
107.92TSLALow:TSLA
107.92TSLADetails
Price/FCF
255.88
High:TSLA
255.88TSLALow:TSLA
255.88TSLADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.7% | Nov 2021 | Nov 2024 | 36 |
-34.33% | Feb 2026 | - | 2 |
-32.86% | Dec 2024 | Aug 2025 | 8 |
-11.89% | Feb 2021 | Oct 2021 | 8 |
-6.52% | Dec 2025 | Jan 2026 | 1 |
-3.49% | Sep 2020 | Nov 2020 | 2 |