Loading...
-4.5%
This Month
-1.52%
Year To Date
+89.63%
2 Years
+87.53%
5 Years
+87.53%
10 Years
+20.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.98%
- 🚚 Transportation27.97%
- 🏥 Health Services17.26%
- 💰 Finance6.47%
- 💼 Commercial Services6.34%
- 💻 Electronic Technology4.24%
- 🛍️ Retail Trade3.56%
- 💵 Cash1.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.12%
- 🇺🇸 Nasdaq43.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.82%
Dividends
Dividend Yield
2.7%
9 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
7.63
7.63
-2
0
2
8
8
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.54
1.54
0
0.3
0.6
2
2
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
7.63
7.63
-2
0
2
8
8
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.54
1.54
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.71
High:
O
56.73OLow:
PYPL
8.64PYPLDetails
PEG Ratio
108.55
High:O
297.48OLow:PYPL
24.44PYPLDetails
Price/Book
7.87
High:
NVDA
28.28NVDALow:O
1.56ODetails
Price/Sales
5.1
High:NVDA
20.71NVDALow:
UNH
0.59UNHDetails
Price/CF
21.89
High:NVDA
44.64NVDALow:PYPL
8.54PYPLDetails
Price/FCF
61.51
High:
AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
P/E Ratio
27.71
High:O
56.73OLow:PYPL
8.64PYPLDetails
PEG Ratio
108.55
High:O
297.48OLow:PYPL
24.44PYPLDetails
Price/Book
7.87
High:NVDA
28.28NVDALow:O
1.56ODetails
Price/Sales
5.1
High:NVDA
20.71NVDALow:UNH
0.59UNHDetails
Price/CF
21.89
High:NVDA
44.64NVDALow:PYPL
8.54PYPLDetails
Price/FCF
61.51
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.28% | Dec 2022 | Jul 2023 | 7 |
-9.8% | Aug 2023 | Nov 2023 | 3 |
-4.58% | Feb 2025 | Apr 2025 | 2 |
-4.5% | Mar 2026 | - | 1 |