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-1.92%
This Month
-20.9%
Year To Date
+6.11%
2 Years
+184.77%
5 Years
+184.77%
10 Years
+20.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.48%
- 💼 Commercial Services17.74%
- 🚚 Transportation14.94%
- 🚗 Consumer Durables7.72%
- 💵 Cash5.21%
- 💇♀️ Consumer Services4.94%
- 📊 ETFs2.61%
- 🪙 Cryptocurrencies0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.78%
- 🇺🇸 NYSE17.91%
- 🇩🇪 FRA3.39%
- Regular Trading Hours - RTH1.36%
- 🌍 Digital Currency0.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.32%
- 🇮🇱 Israel8.11%
- 🇩🇪 Germany3.39%
Dividends
Dividend Yield
0.04%
2 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PYPL (0.61%)
Performance Metrics
Score 6.8/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
24.78
24.78
-2
0
2
25
25
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
4.39
4.39
0
0.75
1.25
5
5
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
24.78
24.78
-2
0
2
25
25
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
4.39
4.39
0
0.75
1.25
5
5
Information Ratio
0.33
0.33
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
69.47
High:
TSLA
364.27TSLALow:
ESTC
-62.99ESTCDetails
PEG Ratio
72.75
High:
UBER
573.17UBERLow:ESTC
-162.69ESTCDetails
Price/Book
11.72
High:
CRWV
20.77CRWVLow:
ANGI
0.32ANGIDetails
Price/Sales
8.38
High:TSLA
14.41TSLALow:ANGI
0.31ANGIDetails
Price/CF
40.15
High:TSLA
79.58TSLALow:ANGI
5.31ANGIDetails
Price/FCF
67.8
High:
ORCL
348.36ORCLLow:
LYFT
6.96LYFTDetails
P/E Ratio
69.47
High:TSLA
364.27TSLALow:ESTC
-62.99ESTCDetails
PEG Ratio
72.75
High:UBER
573.17UBERLow:ESTC
-162.69ESTCDetails
Price/Book
11.72
High:CRWV
20.77CRWVLow:ANGI
0.32ANGIDetails
Price/Sales
8.38
High:TSLA
14.41TSLALow:ANGI
0.31ANGIDetails
Price/CF
40.15
High:TSLA
79.58TSLALow:ANGI
5.31ANGIDetails
Price/FCF
67.8
High:ORCL
348.36ORCLLow:LYFT
6.96LYFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.32% | May 2023 | Aug 2023 | 3 |
-21.95% | Jan 2026 | - | 5 |
-11.76% | Mar 2024 | Sep 2024 | 6 |
-10.13% | Feb 2025 | Sep 2025 | 7 |
-5.04% | Sep 2023 | Nov 2023 | 2 |
-4.82% | Jan 2023 | Apr 2023 | 3 |
-4.05% | Dec 2024 | Jan 2025 | 1 |
-1.49% | Oct 2025 | Dec 2025 | 2 |
-0.51% | Jan 2024 | Feb 2024 | 1 |