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+0.82%
This Month
-5.12%
Year To Date
+45.19%
2 Years
+77.01%
5 Years
+77.01%
10 Years
+13.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology91.12%
- 💵 Cash8.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq91.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.12%
Dividends
Dividend Yield
0.02%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
4.01
4.01
-2
0
2
5
5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
4.01
4.01
-2
0
2
5
5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.86
High:NVDA
35.86NVDALow:NVDA
35.86NVDADetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.16
High:NVDA
27.16NVDALow:NVDA
27.16NVDADetails
Price/Sales
19.89
High:NVDA
19.89NVDALow:NVDA
19.89NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
35.86
High:NVDA
35.86NVDALow:NVDA
35.86NVDADetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.16
High:NVDA
27.16NVDALow:NVDA
27.16NVDADetails
Price/Sales
19.89
High:NVDA
19.89NVDALow:NVDA
19.89NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.82% | Aug 2021 | Dec 2023 | 28 |
-16.95% | Feb 2025 | Aug 2025 | 6 |
-8% | Feb 2026 | - | 3 |
-0.63% | Nov 2025 | Jan 2026 | 2 |