Loading...
+0.92%
This Month
+11.87%
Year To Date
+65%
2 Years
+148.51%
5 Years
+299.07%
10 Years
+31.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.66%
- 📊 ETFs18.58%
- 🛍️ Retail Trade14.15%
- 💰 Finance11.07%
- ⛏️ Energy Minerals8.75%
- 🖥️ Technology Services7.05%
- 🚗 Consumer Durables6.58%
- 🏭 Industrial Services6.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.01%
- 🇺🇸 NYSE25.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.42%
Dividends
Dividend Yield
1.21%
9 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ET (7.52%)
Performance Metrics
Score 7.8/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
9.52
9.52
-2
0
2
10
10
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
9.52
9.52
-2
0
2
10
10
Omega Ratio
1.87
1.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.32
High:
TSLA
196.04TSLALow:
EOG
11.82EOGDetails
PEG Ratio
5,180.78
High:
AAPL
24,779.06AAPLLow:
AMZN
64.08AMZNDetails
Price/Book
13.29
High:AAPL
54.11AAPLLow:
BAC
1.36BACDetails
Price/Sales
7.98
High:
NVDA
25.49NVDALow:
ET
0.76ETDetails
Price/CF
29.49
High:TSLA
70.91TSLALow:
OXY
3.49OXYDetails
Price/FCF
59.01
High:TSLA
200.12TSLALow:OXY
13.06OXYDetails
P/E Ratio
38.32
High:TSLA
196.04TSLALow:EOG
11.82EOGDetails
PEG Ratio
5,180.78
High:AAPL
24,779.06AAPLLow:AMZN
64.08AMZNDetails
Price/Book
13.29
High:AAPL
54.11AAPLLow:BAC
1.36BACDetails
Price/Sales
7.98
High:NVDA
25.49NVDALow:ET
0.76ETDetails
Price/CF
29.49
High:TSLA
70.91TSLALow:OXY
3.49OXYDetails
Price/FCF
59.01
High:TSLA
200.12TSLALow:OXY
13.06OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.01% | Jan 2022 | Jul 2023 | 18 |
-15.33% | Sep 2020 | Dec 2020 | 3 |
-15.27% | Aug 2023 | Dec 2023 | 4 |
-15.18% | Feb 2025 | Jun 2025 | 4 |
-5.29% | Sep 2021 | Oct 2021 | 1 |
-4.54% | Apr 2024 | May 2024 | 1 |
-4.44% | Jan 2024 | Feb 2024 | 1 |
-2.58% | Jan 2021 | Feb 2021 | 1 |
-0.69% | Aug 2024 | Sep 2024 | 1 |
-0.18% | Nov 2021 | Dec 2021 | 1 |