Loading...
+0.83%
This Month
+17.54%
Year To Date
+44.66%
2 Years
+81.4%
5 Years
+409.01%
10 Years
+29.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.28%
- 🖥️ Technology Services25.54%
- 💵 Cash23.43%
- 💻 Electronic Technology13.31%
- 💰 Finance9.1%
- 🚗 Consumer Durables3.64%
- 💇♀️ Consumer Services1.94%
- 🧬 Health Technology1.9%
- 🛍️ Retail Trade1.85%
- 🍞 Consumer Non Durables1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.79%
- 🇺🇸 NYSE19.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.69%
Dividends
Dividend Yield
0.25%
9 out of 14 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PG (2.91%)
Performance Metrics
Score 8.7/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
15.64
15.64
-2
0
2
16
16
Omega Ratio
2.45
2.45
0
1
1.5
3
3
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
15.64
15.64
-2
0
2
16
16
Omega Ratio
2.45
2.45
0
1
1.5
3
3
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.57
High:
TSLA
304.02TSLALow:
BA
-14.75BADetails
PEG Ratio
227.06
High:
V
1,186.07VLow:
DIS
10.09DISDetails
Price/Book
8.62
High:
AAPL
55.86AAPLLow:
MCD
-102.46MCDDetails
Price/Sales
8.21
High:TSLA
16.78TSLALow:BA
1.9BADetails
Price/CF
24.03
High:TSLA
99.57TSLALow:DIS
11.32DISDetails
Price/FCF
53.03
High:TSLA
229.45TSLALow:DIS
24.77DISDetails
P/E Ratio
32.57
High:TSLA
304.02TSLALow:BA
-14.75BADetails
PEG Ratio
227.06
High:V
1,186.07VLow:DIS
10.09DISDetails
Price/Book
8.62
High:AAPL
55.86AAPLLow:MCD
-102.46MCDDetails
Price/Sales
8.21
High:TSLA
16.78TSLALow:BA
1.9BADetails
Price/CF
24.03
High:TSLA
99.57TSLALow:DIS
11.32DISDetails
Price/FCF
53.03
High:TSLA
229.45TSLALow:DIS
24.77DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.66% | Dec 2021 | Feb 2024 | 26 |
-11.27% | Feb 2025 | Jul 2025 | 5 |
-9.38% | Sep 2020 | Nov 2020 | 2 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-5.18% | Apr 2024 | May 2024 | 1 |
-2.81% | Mar 2020 | Apr 2020 | 1 |
-2.53% | Aug 2019 | Sep 2019 | 1 |
-1.14% | Oct 2024 | Nov 2024 | 1 |
-1.06% | Jan 2021 | Feb 2021 | 1 |
-0.9% | Jul 2024 | Sep 2024 | 2 |