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+3.32%
This Month
+3.32%
Year To Date
+144.44%
2 Years
+175.48%
5 Years
+175.48%
10 Years
+54.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables24.87%
- 🖥️ Technology Services22.32%
- 💻 Electronic Technology19.26%
- 💼 Commercial Services9.64%
- 💇♀️ Consumer Services8.85%
- 💰 Finance8.08%
- 🛍️ Retail Trade6.49%
- 💵 Cash0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.63%
- 🇺🇸 NYSE20.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.67%
- 🇨🇦 Canada6.83%
Dividends
Dividend Yield
0.41%
7 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
12.41
12.41
-2
0
2
13
13
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
2.82
2.82
0
1
2
3
3
Jensen's Alpha
12.41
12.41
-2
0
2
13
13
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
37.78
High:
CELH
593.07CELHLow:
EL
-44.37ELDetails
PEG Ratio
173.31
High:
META
479.82METALow:
FUBO
4.23FUBODetails
Price/Book
8.43
High:
PLTR
56.9PLTRLow:
WYNN
-31.72WYNNDetails
Price/Sales
6.93
High:PLTR
103.83PLTRLow:FUBO
0.49FUBODetails
Price/CF
21.04
High:
HNST
471.67HNSTLow:
CAKE
8.29CAKEDetails
Price/FCF
61.19
High:
NKE
947.69NKELow:FUBO
10.26FUBODetails
P/E Ratio
37.78
High:CELH
593.07CELHLow:EL
-44.37ELDetails
PEG Ratio
173.31
High:META
479.82METALow:FUBO
4.23FUBODetails
Price/Book
8.43
High:PLTR
56.9PLTRLow:WYNN
-31.72WYNNDetails
Price/Sales
6.93
High:PLTR
103.83PLTRLow:FUBO
0.49FUBODetails
Price/CF
21.04
High:HNST
471.67HNSTLow:CAKE
8.29CAKEDetails
Price/FCF
61.19
High:NKE
947.69NKELow:FUBO
10.26FUBODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.73% | Aug 2023 | Feb 2024 | 6 |
-10.86% | Nov 2025 | - | 3 |
-9.82% | Feb 2025 | May 2025 | 3 |
-8.93% | Mar 2024 | Jul 2024 | 4 |