Loading...
+1.3%
This Month
+1.3%
Year To Date
+59.38%
2 Years
+59.38%
5 Years
+59.38%
10 Years
+41.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade26.39%
- 📡 Communications19%
- 💻 Electronic Technology16.77%
- 🍞 Consumer Non Durables13.41%
- 🖥️ Technology Services9.73%
- 🛠️ Producer Manufacturing7.54%
- 💰 Finance5.24%
- 👥 Copy Trading1.75%
- 🚗 Consumer Durables0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.78%
- 🇺🇸 Nasdaq45.48%
- 🇭🇰 Hong Kong Exchanges7.67%
- 🇬🇧 LSE0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.81%
- 🇨🇳 China7.68%
- 🇮🇱 Israel0.22%
- 🇬🇧 United Kingdom0.22%
- 🇰🇷 South Korea0.07%
Dividends
Dividend Yield
1.66%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (7.01%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
1.57
1.57
0
0.5
1
2
2
Sortino Ratio
4.13
4.13
0
1
2
5
5
Jensen's Alpha
13.32
13.32
-2
0
2
14
14
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
3.41
3.41
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
2.74
2.74
0
0.3
0.6
3
3
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
1.57
1.57
0
0.5
1
2
2
Sortino Ratio
4.13
4.13
0
1
2
5
5
Jensen's Alpha
13.32
13.32
-2
0
2
14
14
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
3.41
3.41
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
2.74
2.74
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
28.15
High:
TSLA
280.13TSLALow:
NNE
-32.12NNEDetails
PEG Ratio
127.75
High:
META
433.38METALow:
MSTR
0.54MSTRDetails
Price/Book
6.06
High:TSLA
17.43TSLALow:MSTR
0.88MSTRDetails
Price/Sales
2.76
High:MSTR
106.4MSTRLow:NNE
-NNEDetails
Price/CF
16.21
High:MSTR
7,511.07MSTRLow:
VZ
4.84VZDetails
Price/FCF
85.34
High:MSTR
1,187.5MSTRLow:
RPRX
9.26RPRXDetails
P/E Ratio
28.15
High:TSLA
280.13TSLALow:NNE
-32.12NNEDetails
PEG Ratio
127.75
High:META
433.38METALow:MSTR
0.54MSTRDetails
Price/Book
6.06
High:TSLA
17.43TSLALow:MSTR
0.88MSTRDetails
Price/Sales
2.76
High:MSTR
106.4MSTRLow:NNE
-NNEDetails
Price/CF
16.21
High:MSTR
7,511.07MSTRLow:VZ
4.84VZDetails
Price/FCF
85.34
High:MSTR
1,187.5MSTRLow:RPRX
9.26RPRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.73% | Sep 2025 | - | 5 |
-1.96% | Mar 2025 | Apr 2025 | 1 |
-1.65% | Dec 2024 | Jan 2025 | 1 |