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+0.72%
This Month
+0.72%
Year To Date
+66.1%
2 Years
+144.85%
5 Years
+329.89%
10 Years
+31.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.98%
- 📊 ETFs16.26%
- 💰 Finance15.1%
- 🛍️ Retail Trade13.38%
- ⛏️ Energy Minerals7.83%
- 🚗 Consumer Durables7.55%
- 🏭 Industrial Services5.88%
- 🖥️ Technology Services5.84%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.02%
- 🇺🇸 NYSE28.82%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.57%
Dividends
Dividend Yield
0.97%
9 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ET (7.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
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
1.79
1.79
0
1
2
3
3
Jensen's Alpha
8.81
8.81
-2
0
2
9
9
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
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
1.79
1.79
0
1
2
3
3
Jensen's Alpha
8.81
8.81
-2
0
2
9
9
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.77
High:
TSLA
288.29TSLALow:
EOG
11.05EOGDetails
PEG Ratio
315.96
High:
V
1,170.87VLow:
AMZN
67.71AMZNDetails
Price/Book
13.64
High:
AAPL
51.38AAPLLow:
BAC
1.35BACDetails
Price/Sales
8.46
High:
NVDA
25.06NVDALow:
ET
0.79ETDetails
Price/CF
31.53
High:TSLA
99.57TSLALow:
OXY
4.21OXYDetails
Price/FCF
62.65
High:TSLA
229.45TSLALow:BAC
11.87BACDetails
P/E Ratio
37.77
High:TSLA
288.29TSLALow:EOG
11.05EOGDetails
PEG Ratio
315.96
High:V
1,170.87VLow:AMZN
67.71AMZNDetails
Price/Book
13.64
High:AAPL
51.38AAPLLow:BAC
1.35BACDetails
Price/Sales
8.46
High:NVDA
25.06NVDALow:ET
0.79ETDetails
Price/CF
31.53
High:TSLA
99.57TSLALow:OXY
4.21OXYDetails
Price/FCF
62.65
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 | - | 3 |
-2.58% | Jan 2021 | Feb 2021 | 1 |
-0.69% | Aug 2024 | Sep 2024 | 1 |
-0.18% | Nov 2021 | Dec 2021 | 1 |