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-4.27%
This Month
-21.71%
Year To Date
-4.77%
2 Years
+103.46%
5 Years
+103.46%
10 Years
+24.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services49.25%
- 🚗 Consumer Durables28.15%
- 💇♀️ Consumer Services12.82%
- 💻 Electronic Technology9.77%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.73%
- 🇺🇸 NYSE21.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.61%
- 🇯🇵 Japan7.37%
Dividends
Dividend Yield
0.23%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NTDOY (0.99%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
-1.2
-1.2
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
37.77
High:
TSLA
377.27TSLALow:
SG
-4.87SGDetails
PEG Ratio
45.51
High:
NTDOY
91.25NTDOYLow:
GPRO
-1.97GPRODetails
Price/Book
9.41
High:TSLA
18.54TSLALow:SG
1.84SGDetails
Price/Sales
10.37
High:TSLA
15.15TSLALow:GPRO
0.26GPRODetails
Price/CF
24.05
High:SG
464.13SGLow:
META
14.62METADetails
Price/FCF
68.14
High:TSLA
255.88TSLALow:
WDC
32.89WDCDetails
P/E Ratio
37.77
High:TSLA
377.27TSLALow:SG
-4.87SGDetails
PEG Ratio
45.51
High:NTDOY
91.25NTDOYLow:GPRO
-1.97GPRODetails
Price/Book
9.41
High:TSLA
18.54TSLALow:SG
1.84SGDetails
Price/Sales
10.37
High:TSLA
15.15TSLALow:GPRO
0.26GPRODetails
Price/CF
24.05
High:SG
464.13SGLow:META
14.62METADetails
Price/FCF
68.14
High:TSLA
255.88TSLALow:WDC
32.89WDCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.03% | Dec 2024 | Aug 2025 | 8 |
-21.71% | Jan 2026 | - | 3 |
-5.88% | Jun 2024 | Nov 2024 | 5 |
-2.73% | Apr 2024 | May 2024 | 1 |
-2.66% | Feb 2023 | Mar 2023 | 1 |
-2.54% | Apr 2023 | May 2023 | 1 |
-2.19% | Jan 2024 | Feb 2024 | 1 |
-1.84% | Aug 2023 | Nov 2023 | 3 |
-1.56% | Nov 2025 | Dec 2025 | 1 |