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-2%
This Month
-6.97%
Year To Date
+89.5%
2 Years
+473.13%
5 Years
+713.43%
10 Years
+46.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology99.71%
- 🛍️ Retail Trade0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.71%
- 🇺🇸 NYSE0.29%
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 8.2/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.14
2.14
0
1
2
3
3
Jensen's Alpha
20.48
20.48
-2
0
2
21
21
Omega Ratio
2.14
2.14
0
1
1.5
3
3
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.14
2.14
0
1
2
3
3
Jensen's Alpha
20.48
20.48
-2
0
2
21
21
Omega Ratio
2.14
2.14
0
1
1.5
3
3
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.23
High:NVDA
35.23NVDALow:
GME
27.45GMEDetails
PEG Ratio
53.15
High:NVDA
53.28NVDALow:GME
6.43GMEDetails
Price/Book
26.68
High:NVDA
26.68NVDALow:GME
1.91GMEDetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:GME
3.51GMEDetails
Price/CF
44.64
High:NVDA
44.64NVDALow:GME
22.6GMEDetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:GME
23.19GMEDetails
P/E Ratio
35.23
High:NVDA
35.23NVDALow:GME
27.45GMEDetails
PEG Ratio
53.15
High:NVDA
53.28NVDALow:GME
6.43GMEDetails
Price/Book
26.68
High:NVDA
26.68NVDALow:GME
1.91GMEDetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:GME
3.51GMEDetails
Price/CF
44.64
High:NVDA
44.64NVDALow:GME
22.6GMEDetails
Price/FCF
55.44
High:NVDA
55.44NVDALow: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 |
-13.81% | Nov 2025 | - | 5 |
-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 |