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+0.95%
This Month
+20.41%
Year To Date
+58.6%
2 Years
+138.34%
5 Years
+329.54%
10 Years
+32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.43%
- 📊 ETFs15.97%
- 💰 Finance15.67%
- 🛍️ Retail Trade12.73%
- 🚗 Consumer Durables7.8%
- ⛏️ Energy Minerals7.57%
- 🖥️ Technology Services6.26%
- 🏭 Industrial Services5.45%
- 🪙 Cryptocurrencies0.12%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.19%
- 🇺🇸 NYSE28.69%
- 🌍 Digital Currency0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.9%
Dividends
Dividend Yield
0.97%
9 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ET (7.83%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.9/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
9.03
9.03
-2
0
2
10
10
Omega Ratio
1.85
1.85
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
0.87
0.87
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
9.03
9.03
-2
0
2
10
10
Omega Ratio
1.85
1.85
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
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.8
High:
TSLA
303.71TSLALow:
EOG
11.17EOGDetails
PEG Ratio
196.85
High:
V
1,171.24VLow:
BAC
43.62BACDetails
Price/Book
13.83
High:
AAPL
56.24AAPLLow:BAC
1.43BACDetails
Price/Sales
8.55
High:
NVDA
23.99NVDALow:
ET
0.73ETDetails
Price/CF
31.65
High:TSLA
99.57TSLALow:
OXY
4.21OXYDetails
Price/FCF
60.75
High:TSLA
229.45TSLALow:BAC
11.87BACDetails
P/E Ratio
37.8
High:TSLA
303.71TSLALow:EOG
11.17EOGDetails
PEG Ratio
196.85
High:V
1,171.24VLow:BAC
43.62BACDetails
Price/Book
13.83
High:AAPL
56.24AAPLLow:BAC
1.43BACDetails
Price/Sales
8.55
High:NVDA
23.99NVDALow:ET
0.73ETDetails
Price/CF
31.65
High:TSLA
99.57TSLALow:OXY
4.21OXYDetails
Price/FCF
60.75
High:TSLA
229.45TSLALow:BAC
11.87BACDetails
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 |
-3.86% | Nov 2025 | - | 2 |
-2.58% | Jan 2021 | Feb 2021 | 1 |
-0.69% | Aug 2024 | Sep 2024 | 1 |
-0.18% | Nov 2021 | Dec 2021 | 1 |