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-3.46%
This Month
+5.46%
Year To Date
+34.11%
2 Years
+95.51%
5 Years
+95.51%
10 Years
+15.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies20.91%
- 🍞 Consumer Non Durables19.02%
- 🛍️ Retail Trade15.37%
- 🚗 Consumer Durables14.86%
- 💰 Finance13.67%
- 📊 ETFs11.04%
- 🧩 Miscellaneous2.68%
- 💵 Cash2.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41%
- 🇺🇸 Nasdaq27.23%
- 🌍 Digital Currency20.91%
- 🇺🇸 Chicago Board Options Exchange5.73%
- 🇬🇧 LSE2.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.37%
- 🇨🇳 China10.95%
- 🇨🇦 Canada10.92%
- 🇨🇭 Switzerland8.1%
- 🇬🇧 United Kingdom2.68%
- 🇯🇵 Japan1.58%
Dividends
Dividend Yield
0.46%
6 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HD (2.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
5.24
5.24
-2
0
2
6
6
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
5.24
5.24
-2
0
2
6
6
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.84
High:
TSLA
372.52TSLALow:
SMT.L
5.47SMT.LDetails
PEG Ratio
188.46
High:
JPM
653.32JPMLow:SMT.L
2.95SMT.LDetails
Price/Book
5.73
High:
HD
24.67HDLow:SMT.L
1.15SMT.LDetails
Price/Sales
5.13
High:TSLA
14.74TSLALow:
LULU
1.23LULUDetails
Price/CF
12.9
High:TSLA
79.58TSLALow:
GS
2.27GSDetails
Price/FCF
16.09
High:
BABA
1,196.17BABALow:GS
2.44GSDetails
P/E Ratio
44.84
High:TSLA
372.52TSLALow:SMT.L
5.47SMT.LDetails
PEG Ratio
188.46
High:JPM
653.32JPMLow:SMT.L
2.95SMT.LDetails
Price/Book
5.73
High:HD
24.67HDLow:SMT.L
1.15SMT.LDetails
Price/Sales
5.13
High:TSLA
14.74TSLALow:LULU
1.23LULUDetails
Price/CF
12.9
High:TSLA
79.58TSLALow:GS
2.27GSDetails
Price/FCF
16.09
High:BABA
1,196.17BABALow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.18% | Feb 2022 | Jun 2023 | 16 |
-14.45% | Aug 2023 | Dec 2023 | 4 |
-11.86% | Oct 2025 | Jul 2026 | 9 |
-10.89% | Feb 2025 | Jun 2025 | 4 |
-4.21% | Jan 2024 | Feb 2024 | 1 |
-3.61% | Mar 2024 | May 2024 | 2 |
-3.46% | Sep 2026 | - | 1 |
-2.89% | Oct 2024 | Nov 2024 | 1 |
-1.73% | Aug 2024 | Sep 2024 | 1 |
-1.49% | Dec 2024 | Jan 2025 | 1 |
-0.39% | Jul 2025 | Aug 2025 | 1 |