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+0.28%
This Month
+52.98%
Year To Date
+59.56%
2 Years
+66.94%
5 Years
+183.97%
10 Years
+15.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.32%
- 🚚 Transportation21.05%
- 💻 Electronic Technology19.19%
- 🧬 Health Technology12.84%
- 🖥️ Technology Services12.81%
- 💇♀️ Consumer Services10.78%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.48%
- 🇺🇸 NYSE40.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.99%
Dividends
Dividend Yield
1.15%
5 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.75%)
Performance Metrics
Score 6.1/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
4.17
4.17
-2
0
2
5
5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
4.17
4.17
-2
0
2
5
5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.31
High:
RTX
32.24RTXLow:
LMND
-25.16LMNDDetails
PEG Ratio
12
High:
SOFI
51.28SOFILow:
GOOG
0.17GOOGDetails
Price/Book
8.44
High:
SKHY
21.99SKHYLow:
MCD
-193.83MCDDetails
Price/Sales
8.39
High:
NVDA
16.04NVDALow:SKHY
-SKHYDetails
Price/CF
27.23
High:LMND
236.22LMNDLow:
UAL
4.45UALDetails
Price/FCF
73.14
High:
UPS
1,905.89UPSLow:SOFI
21.85SOFIDetails
P/E Ratio
19.31
High:RTX
32.24RTXLow:LMND
-25.16LMNDDetails
PEG Ratio
12
High:SOFI
51.28SOFILow:GOOG
0.17GOOGDetails
Price/Book
8.44
High:SKHY
21.99SKHYLow:MCD
-193.83MCDDetails
Price/Sales
8.39
High:NVDA
16.04NVDALow:SKHY
-SKHYDetails
Price/CF
27.23
High:LMND
236.22LMNDLow:UAL
4.45UALDetails
Price/FCF
73.14
High:UPS
1,905.89UPSLow:SOFI
21.85SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.56% | Nov 2021 | Sep 2024 | 34 |
-23.87% | Aug 2019 | May 2020 | 9 |
-13.33% | Feb 2021 | Oct 2021 | 8 |
-7.15% | Nov 2024 | Sep 2025 | 10 |
-1.95% | Dec 2020 | Jan 2021 | 1 |
-1.12% | Sep 2020 | Nov 2020 | 2 |
-0.06% | Apr 2026 | May 2026 | 1 |