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-3.19%
This Month
-19.49%
Year To Date
+107.12%
2 Years
+42.79%
5 Years
+695.31%
10 Years
+27.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables95.27%
- 🖥️ Technology Services4.71%
- 🪙 Cryptocurrencies0.02%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.98%
- 🌍 Digital Currency0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.98%
Dividends
Dividend Yield
0%
0 out of 4 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 6.7/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
53.13
53.13
-2
0
2
54
54
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
3.1
3.1
0
0.75
1.25
4
4
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
53.13
53.13
-2
0
2
54
54
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
3.1
3.1
0
0.75
1.25
4
4
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
333.29
High:
TSLA
335.12TSLALow:
PLTR
234.61PLTRDetails
PEG Ratio
100.88
High:PLTR
100.88PLTRLow:PLTR
100.88PLTRDetails
Price/Book
16.61
High:PLTR
48.06PLTRLow:TSLA
16.47TSLADetails
Price/Sales
13.6
High:PLTR
85.37PLTRLow:TSLA
13.46TSLADetails
Price/CF
108.61
High:PLTR
214.31PLTRLow:TSLA
107.92TSLADetails
Price/FCF
255.3
High:TSLA
255.88TSLALow:PLTR
217.77PLTRDetails
P/E Ratio
333.29
High:TSLA
335.12TSLALow:PLTR
234.61PLTRDetails
PEG Ratio
100.88
High:PLTR
100.88PLTRLow:PLTR
100.88PLTRDetails
Price/Book
16.61
High:PLTR
48.06PLTRLow:TSLA
16.47TSLADetails
Price/Sales
13.6
High:PLTR
85.37PLTRLow:TSLA
13.46TSLADetails
Price/CF
108.61
High:PLTR
214.31PLTRLow:TSLA
107.92TSLADetails
Price/FCF
255.3
High:TSLA
255.88TSLALow:PLTR
217.77PLTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-91.61% | Jan 2018 | Dec 2024 | 83 |
-46.78% | Jul 2017 | Aug 2017 | 1 |
-36.61% | Sep 2017 | Dec 2017 | 3 |
-33.91% | Feb 2025 | Sep 2025 | 7 |
-21.11% | Nov 2025 | - | 6 |