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+0.97%
This Month
-4.08%
Year To Date
+70.87%
2 Years
+181.15%
5 Years
+335.47%
10 Years
+30.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology46.53%
- 🖥️ Technology Services26.08%
- 🛍️ Retail Trade9.99%
- 💰 Finance8.5%
- 🚗 Consumer Durables3.76%
- 💼 Commercial Services2.74%
- 💇♀️ Consumer Services1.84%
- 💵 Cash1.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.99%
- 🇺🇸 NYSE20.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.7%
- 🇨🇦 Canada2.74%
Dividends
Dividend Yield
0.44%
9 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BAC (2.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
8.31
8.31
-2
0
2
9
9
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
8.31
8.31
-2
0
2
9
9
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.07
High:
TSLA
377.27TSLALow:
BAC
13.16BACDetails
PEG Ratio
118.36
High:
COST
563.16COSTLow:
DIS
12.61DISDetails
Price/Book
15.97
High:
PLTR
49.59PLTRLow:
DELL
-37.45DELLDetails
Price/Sales
11.85
High:PLTR
88.09PLTRLow:DELL
0.96DELLDetails
Price/CF
35.25
High:PLTR
214.31PLTRLow:BAC
9.56BACDetails
Price/FCF
58.03
High:
AMZN
325.85AMZNLow:BAC
12.26BACDetails
P/E Ratio
35.07
High:TSLA
377.27TSLALow:BAC
13.16BACDetails
PEG Ratio
118.36
High:COST
563.16COSTLow:DIS
12.61DISDetails
Price/Book
15.97
High:PLTR
49.59PLTRLow:DELL
-37.45DELLDetails
Price/Sales
11.85
High:PLTR
88.09PLTRLow:DELL
0.96DELLDetails
Price/CF
35.25
High:PLTR
214.31PLTRLow:BAC
9.56BACDetails
Price/FCF
58.03
High:AMZN
325.85AMZNLow:BAC
12.26BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.33% | Nov 2021 | Dec 2023 | 25 |
-13.61% | Dec 2024 | May 2025 | 5 |
-10.8% | Nov 2025 | - | 5 |
-5.22% | Sep 2020 | Nov 2020 | 2 |
-4.1% | Sep 2021 | Oct 2021 | 1 |
-3.39% | Jul 2024 | Sep 2024 | 2 |
-1.72% | Mar 2021 | Apr 2021 | 1 |
-1.63% | Apr 2024 | May 2024 | 1 |
-1.39% | Jan 2021 | Feb 2021 | 1 |