Loading...
+2.4%
This Month
+8.58%
Year To Date
+854.38%
2 Years
+906.21%
5 Years
+906.21%
10 Years
+168.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.23%
- 💻 Electronic Technology46.12%
- 💵 Cash3.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.23%
- 🇺🇸 Nasdaq46.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.34%
Dividends
Dividend Yield
0%
0 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
-0.88
-0.88
-1
0.8
1.2
-1
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
303.04
303.04
-2
0
2
304
304
Omega Ratio
5.72
5.72
0
1
1.5
6
6
Treynor Ratio
-12.78
-12.78
-13
0.75
1.25
2
2
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
-0.88
-0.88
-1
0.8
1.2
-1
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
303.04
303.04
-2
0
2
304
304
Omega Ratio
5.72
5.72
0
1
1.5
6
6
Treynor Ratio
-12.78
-12.78
-13
0.75
1.25
2
2
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
83.99
High:
AMD
82.24AMDLow:
ZETA
-104.78ZETADetails
PEG Ratio
-61.87
High:AMD
50.37AMDLow:ZETA
-164.92ZETADetails
Price/Book
5.62
High:AMD
5.63AMDLow:ZETA
4.8ZETADetails
Price/Sales
10.07
High:AMD
10.35AMDLow:ZETA
3.02ZETADetails
Price/CF
45.56
High:AMD
45.99AMDLow:ZETA
25.49ZETADetails
Price/FCF
52.08
High:AMD
52.64AMDLow:ZETA
27.4ZETADetails
P/E Ratio
83.99
High:AMD
82.24AMDLow:ZETA
-104.78ZETADetails
PEG Ratio
-61.87
High:AMD
50.37AMDLow:ZETA
-164.92ZETADetails
Price/Book
5.62
High:AMD
5.63AMDLow:ZETA
4.8ZETADetails
Price/Sales
10.07
High:AMD
10.35AMDLow:ZETA
3.02ZETADetails
Price/CF
45.56
High:AMD
45.99AMDLow:ZETA
25.49ZETADetails
Price/FCF
52.08
High:AMD
52.64AMDLow:ZETA
27.4ZETADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.19% | Apr 2024 | Oct 2024 | 6 |
-4.2% | Oct 2025 | Nov 2025 | 1 |
-3.14% | Apr 2025 | May 2025 | 1 |
-2.91% | Jul 2025 | Aug 2025 | 1 |
-2.29% | Feb 2025 | Mar 2025 | 1 |
-2.26% | Mar 2026 | Apr 2026 | 1 |