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+9.41%
This Month
+4.39%
Year To Date
+57.01%
2 Years
+104%
5 Years
+179.5%
10 Years
+20.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous74%
- 🛍️ Retail Trade10.33%
- 📊 ETFs8.02%
- 🖥️ Technology Services6.26%
- 💻 Electronic Technology1.03%
- 🚗 Consumer Durables0.27%
- 💇♀️ Consumer Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq91.59%
- 🇺🇸 NYSE8.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.68%
- 🇹🇼 Taiwan0.2%
- 🇸🇬 Singapore0.1%
Dividends
Dividend Yield
0.38%
4 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.62%)
Performance Metrics
Score 6.7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
52.63
High:
TSLA
364.78TSLALow:
CMG
31.34CMGDetails
PEG Ratio
295.43
High:CMG
1,310.69CMGLow:
SE
14.44SEDetails
Price/Book
21.39
High:
PLTR
47.39PLTRLow:SE
5.3SEDetails
Price/Sales
3.21
High:PLTR
84.18PLTRLow:
COST
1.55COSTDetails
Price/CF
37
High:PLTR
214.31PLTRLow:SE
16.24SEDetails
Price/FCF
64.8
High:TSLA
255.88TSLALow:CMG
33.74CMGDetails
P/E Ratio
52.63
High:TSLA
364.78TSLALow:CMG
31.34CMGDetails
PEG Ratio
295.43
High:CMG
1,310.69CMGLow:SE
14.44SEDetails
Price/Book
21.39
High:PLTR
47.39PLTRLow:SE
5.3SEDetails
Price/Sales
3.21
High:PLTR
84.18PLTRLow:COST
1.55COSTDetails
Price/CF
37
High:PLTR
214.31PLTRLow:SE
16.24SEDetails
Price/FCF
64.8
High:TSLA
255.88TSLALow:CMG
33.74CMGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.65% | Jan 2022 | Dec 2023 | 23 |
-8.99% | Feb 2025 | May 2025 | 3 |
-7.57% | Nov 2025 | Apr 2026 | 5 |
-5.39% | Sep 2021 | Oct 2021 | 1 |
-4.24% | Sep 2020 | Nov 2020 | 2 |
-3.9% | Apr 2024 | May 2024 | 1 |
-1.88% | Mar 2020 | Apr 2020 | 1 |
-1.22% | Jul 2024 | Aug 2024 | 1 |
-1.16% | Jan 2021 | Mar 2021 | 2 |
-0.44% | Oct 2024 | Nov 2024 | 1 |
-0.38% | May 2021 | Jun 2021 | 1 |
-0.26% | Dec 2024 | Jan 2025 | 1 |