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-1.12%
This Month
+28.7%
Year To Date
+226.81%
2 Years
+490.42%
5 Years
+720.16%
10 Years
+49.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology99.77%
- 🛍️ Retail Trade0.23%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.77%
- 🇺🇸 NYSE0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.02%
1 out of 3 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 8.4/10
Beta
1.75
1.75
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
21.78
21.78
-2
0
2
22
22
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Beta
1.75
1.75
0
0.8
1.2
0
2
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.22
2.22
0
1
2
3
3
Jensen's Alpha
21.78
21.78
-2
0
2
22
22
Omega Ratio
2.19
2.19
0
1
1.5
3
3
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
0.9
0.9
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.35
High:
NVDA
43.35NVDALow:
GME
25.82GMEDetails
PEG Ratio
73.91
High:NVDA
74.06NVDALow:GME
6.05GMEDetails
Price/Book
35.77
High:NVDA
35.78NVDALow:GME
1.79GMEDetails
Price/Sales
22.9
High:NVDA
22.9NVDALow:GME
3.3GMEDetails
Price/CF
54.84
High:NVDA
54.84NVDALow:GME
22.6GMEDetails
Price/FCF
59.73
High:NVDA
59.73NVDALow:GME
23.19GMEDetails
P/E Ratio
43.35
High:NVDA
43.35NVDALow:GME
25.82GMEDetails
PEG Ratio
73.91
High:NVDA
74.06NVDALow:GME
6.05GMEDetails
Price/Book
35.77
High:NVDA
35.78NVDALow:GME
1.79GMEDetails
Price/Sales
22.9
High:NVDA
22.9NVDALow:GME
3.3GMEDetails
Price/CF
54.84
High:NVDA
54.84NVDALow:GME
22.6GMEDetails
Price/FCF
59.73
High:NVDA
59.73NVDALow:GME
23.19GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.01% | Dec 2021 | Jun 2023 | 18 |
-21.9% | Dec 2024 | Jun 2025 | 6 |
-17.49% | Sep 2023 | Dec 2023 | 3 |
-13.09% | Nov 2025 | - | 2 |
-7.92% | Sep 2020 | Nov 2020 | 2 |
-5.13% | May 2021 | Aug 2021 | 3 |
-5.01% | Sep 2021 | Oct 2021 | 1 |
-4.36% | Apr 2024 | May 2024 | 1 |
-4.13% | Jul 2024 | Oct 2024 | 3 |
-1.1% | Aug 2025 | Sep 2025 | 1 |
-0.98% | Jan 2021 | Mar 2021 | 2 |