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+0.4%
This Month
-1.91%
Year To Date
+54.71%
2 Years
+52.11%
5 Years
+52.11%
10 Years
+30.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash34.66%
- 🧩 Miscellaneous16.14%
- 💻 Electronic Technology15%
- 🖥️ Technology Services14.96%
- 💰 Finance9.93%
- 🪙 Cryptocurrencies7.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.96%
- 🇺🇸 NYSE26.07%
- 🌍 Digital Currency7.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.03%
Dividends
Dividend Yield
0.14%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $V (0.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.49
1.49
0
0.5
1
2
2
Sortino Ratio
3.5
3.5
0
1
2
4
4
Jensen's Alpha
7.52
7.52
-2
0
2
8
8
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
3.05
3.05
0
0.3
0.6
4
4
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
1.49
1.49
0
0.5
1
2
2
Sortino Ratio
3.5
3.5
0
1
2
4
4
Jensen's Alpha
7.52
7.52
-2
0
2
8
8
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
3.05
3.05
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
31.76
High:
NVDA
35.86NVDALow:
META
24.66METADetails
PEG Ratio
230.37
High:
V
525.68VLow:NVDA
54.24NVDADetails
Price/Book
15.02
High:NVDA
27.16NVDALow:META
6.75METADetails
Price/Sales
13.71
High:NVDA
19.89NVDALow:META
7.39METADetails
Price/CF
29.53
High:NVDA
44.64NVDALow:META
14.62METADetails
Price/FCF
50.89
High:
GOOG
60.7GOOGLow:V
37.31VDetails
P/E Ratio
31.76
High:NVDA
35.86NVDALow:META
24.66METADetails
PEG Ratio
230.37
High:V
525.68VLow:NVDA
54.24NVDADetails
Price/Book
15.02
High:NVDA
27.16NVDALow:META
6.75METADetails
Price/Sales
13.71
High:NVDA
19.89NVDALow:META
7.39METADetails
Price/CF
29.53
High:NVDA
44.64NVDALow:META
14.62METADetails
Price/FCF
50.89
High:GOOG
60.7GOOGLow:V
37.31VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.76% | Feb 2025 | May 2025 | 3 |
-3.7% | Feb 2026 | - | 3 |
-2.84% | Apr 2024 | May 2024 | 1 |
-0.91% | Jul 2024 | Aug 2024 | 1 |