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-2.93%
This Month
-14.68%
Year To Date
+96.29%
2 Years
+158.24%
5 Years
+148.22%
10 Years
+21.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade30.53%
- 💰 Finance28.24%
- 💼 Commercial Services17.46%
- 🖥️ Technology Services13.62%
- 🏥 Health Services9.66%
- 💵 Cash0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.95%
- 🇺🇸 NYSE20.24%
- Regular Trading Hours - RTH9.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.98%
- 🇺🇾 Uruguay10.63%
- 🇸🇬 Singapore10.58%
- 🇨🇳 China9.32%
Dividends
Dividend Yield
0.37%
2 out of 7 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JD.RTH (2.06%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PYPL | Pay Day | Jun 25, 2026 | $0.14 |
Performance Metrics
Score 6.6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
17.78
17.78
-2
0
2
18
18
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.5
2.5
0
0.75
1.25
3
3
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
17.78
17.78
-2
0
2
18
18
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.5
2.5
0
0.75
1.25
3
3
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.3
High:
FRPH
481.43FRPHLow:
HIMS
-342HIMSDetails
PEG Ratio
56.53
High:
ADBE
118.45ADBELow:
JD.RTH
7.55JD.RTHDetails
Price/Book
4.21
High:HIMS
14.48HIMSLow:FRPH
1.06FRPHDetails
Price/Sales
1.51
High:FRPH
10.4FRPHLow:JD.RTH
0.4JD.RTHDetails
Price/CF
9.28
High:HIMS
16.84HIMSLow:PYPL
6.51PYPLDetails
Price/FCF
9.91
High:HIMS
76.92HIMSLow:PYPL
7.94PYPLDetails
P/E Ratio
17.3
High:FRPH
481.43FRPHLow:HIMS
-342HIMSDetails
PEG Ratio
56.53
High:ADBE
118.45ADBELow:JD.RTH
7.55JD.RTHDetails
Price/Book
4.21
High:HIMS
14.48HIMSLow:FRPH
1.06FRPHDetails
Price/Sales
1.51
High:FRPH
10.4FRPHLow:JD.RTH
0.4JD.RTHDetails
Price/CF
9.28
High:HIMS
16.84HIMSLow:PYPL
6.51PYPLDetails
Price/FCF
9.91
High:HIMS
76.92HIMSLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.3% | Dec 2021 | Sep 2024 | 33 |
-21.18% | Oct 2025 | - | 9 |
-7.16% | Feb 2025 | Mar 2025 | 1 |
-5.74% | Oct 2024 | Nov 2024 | 1 |
-5.52% | Sep 2021 | Oct 2021 | 1 |
-4.44% | Apr 2025 | May 2025 | 1 |
-2.14% | Dec 2024 | Jan 2025 | 1 |
-0.45% | Jul 2021 | Aug 2021 | 1 |