Loading...
-3.14%
This Month
-18.63%
Year To Date
+61.38%
2 Years
+20.19%
5 Years
+8306.68%
10 Years
+96.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables89.5%
- 💇♀️ Consumer Services9.58%
- 🧪 Process Industries0.41%
- 🪙 Cryptocurrencies0.35%
- 💵 Cash0.18%
- 🖥️ Technology Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.48%
- 🌍 Digital Currency0.35%
- 🇺🇸 NYSE0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.09%
- 🇨🇦 Canada0.41%
Dividends
Dividend Yield
0%
0 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
2.54
2.54
0
0.8
1.2
0
3
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
3.86
3.86
0
1
2
4
4
Jensen's Alpha
244.22
244.22
-2
0
2
245
245
Omega Ratio
3.3
3.3
0
1
1.5
4
4
Treynor Ratio
5.26
5.26
0
0.75
1.25
6
6
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Beta
2.54
2.54
0
0.8
1.2
0
3
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
3.86
3.86
0
1
2
4
4
Jensen's Alpha
244.22
244.22
-2
0
2
245
245
Omega Ratio
3.3
3.3
0
1
1.5
4
4
Treynor Ratio
5.26
5.26
0
0.75
1.25
6
6
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
1.27
1.27
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
317.41
High:
TSLA
335.12TSLALow:
PTON
-35.87PTONDetails
PEG Ratio
-43.06
High:PTON
-42.84PTONLow:
SNAP
-47.89SNAPDetails
Price/Book
16.39
High:TSLA
16.47TSLALow:PTON
-5.96PTONDetails
Price/Sales
13.37
High:TSLA
13.46TSLALow:
ACB
0.74ACBDetails
Price/CF
104.92
High:TSLA
107.92TSLALow:PTON
7.26PTONDetails
Price/FCF
238.02
High:TSLA
255.88TSLALow:PTON
7.51PTONDetails
P/E Ratio
317.41
High:TSLA
335.12TSLALow:PTON
-35.87PTONDetails
PEG Ratio
-43.06
High:PTON
-42.84PTONLow:SNAP
-47.89SNAPDetails
Price/Book
16.39
High:TSLA
16.47TSLALow:PTON
-5.96PTONDetails
Price/Sales
13.37
High:TSLA
13.46TSLALow:ACB
0.74ACBDetails
Price/CF
104.92
High:TSLA
107.92TSLALow:PTON
7.26PTONDetails
Price/FCF
238.02
High:TSLA
255.88TSLALow:PTON
7.51PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.96% | Mar 2020 | Aug 2020 | 5 |
-66.71% | Dec 2021 | Dec 2024 | 36 |
-34.52% | Feb 2025 | Sep 2025 | 7 |
-31.1% | Feb 2021 | Oct 2021 | 8 |
-22.95% | Sep 2020 | Nov 2020 | 2 |
-19.69% | Nov 2025 | - | 6 |
-18.42% | Aug 2019 | Oct 2019 | 2 |