Loading...
-0.28%
This Month
+17.25%
Year To Date
+86.3%
2 Years
+183.69%
5 Years
+318.26%
10 Years
+32.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.4%
- 📊 ETFs20.59%
- 🛍️ Retail Trade12.41%
- 💰 Finance10.71%
- 🚗 Consumer Durables7.87%
- ⛏️ Energy Minerals7.43%
- 🖥️ Technology Services6.95%
- 🏭 Industrial Services5.58%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.22%
- 🇺🇸 NYSE23.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.36%
Dividends
Dividend Yield
0.95%
8 out of 11 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ET (7.8%)
Performance Metrics
Score 8/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
9.78
9.78
-2
0
2
10
10
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
9.78
9.78
-2
0
2
10
10
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.89
0.89
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.59
High:
TSLA
259.11TSLALow:
EOG
10.35EOGDetails
PEG Ratio
5,973.46
High:
AAPL
27,104.01AAPLLow:
BAC
41.94BACDetails
Price/Book
14.45
High:AAPL
59.18AAPLLow:BAC
1.37BACDetails
Price/Sales
8.71
High:
NVDA
27.12NVDALow:
ET
0.72ETDetails
Price/CF
30.97
High:TSLA
70.91TSLALow:
OXY
3.49OXYDetails
Price/FCF
57.75
High:TSLA
200.12TSLALow:OXY
13.06OXYDetails
P/E Ratio
40.59
High:TSLA
259.11TSLALow:EOG
10.35EOGDetails
PEG Ratio
5,973.46
High:AAPL
27,104.01AAPLLow:BAC
41.94BACDetails
Price/Book
14.45
High:AAPL
59.18AAPLLow:BAC
1.37BACDetails
Price/Sales
8.71
High:NVDA
27.12NVDALow:ET
0.72ETDetails
Price/CF
30.97
High:TSLA
70.91TSLALow:OXY
3.49OXYDetails
Price/FCF
57.75
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 |
-0.28% | Oct 2025 | - | 1 |
-0.18% | Nov 2021 | Dec 2021 | 1 |