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-14.91%
This Month
+36.52%
Year To Date
+260.47%
2 Years
+299.28%
5 Years
+299.28%
10 Years
+48.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📡 Communications33.29%
- 🖥️ Technology Services22.13%
- 💻 Electronic Technology15.71%
- 📊 ETFs13.57%
- 💵 Cash9.81%
- 🧩 Miscellaneous4.31%
- 🪙 Cryptocurrencies2.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.13%
- 🇺🇸 NYSE13.57%
- 🇩🇪 Xetra ETFs4.31%
- 🌍 Digital Currency2.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.9%
- 🇦🇺 Australia9.24%
Dividends
Dividend Yield
0.04%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.04% | 0.83% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.9
2.9
0
1
2
3
3
Jensen's Alpha
16.89
16.89
-2
0
2
17
17
Omega Ratio
2
2
0
1
1.5
2.5
2.5
Treynor Ratio
2.29
2.29
0
0.75
1.25
3
3
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
3.01
3.01
0
0.3
0.6
4
4
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.9
2.9
0
1
2
3
3
Jensen's Alpha
16.89
16.89
-2
0
2
17
17
Omega Ratio
2
2
0
1
1.5
2.5
2.5
Treynor Ratio
2.29
2.29
0
0.75
1.25
3
3
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
3.01
3.01
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
37.95
High:
IREN
213.02IRENLow:
ASTS
-60.33ASTSDetails
PEG Ratio
-240.9
High:
AMD
138.62AMDLow:ASTS
-539.12ASTSDetails
Price/Book
8.99
High:ASTS
15.4ASTSLow:
ONDS
5.23ONDSDetails
Price/Sales
12.81
High:
AUR
3,331.08AURLow:MSFT
10.01MSFTDetails
Price/CF
19.43
High:AMD
34.27AMDLow:MSFT
16.2MSFTDetails
Price/FCF
50.56
High:MSFT
58.56MSFTLow:AMD
38.87AMDDetails
P/E Ratio
37.95
High:IREN
213.02IRENLow:ASTS
-60.33ASTSDetails
PEG Ratio
-240.9
High:AMD
138.62AMDLow:ASTS
-539.12ASTSDetails
Price/Book
8.99
High:ASTS
15.4ASTSLow:ONDS
5.23ONDSDetails
Price/Sales
12.81
High:AUR
3,331.08AURLow:MSFT
10.01MSFTDetails
Price/CF
19.43
High:AMD
34.27AMDLow:MSFT
16.2MSFTDetails
Price/FCF
50.56
High:MSFT
58.56MSFTLow:AMD
38.87AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.99% | Nov 2025 | Apr 2026 | 5 |
-14.91% | Jun 2026 | - | 1 |
-12% | Mar 2024 | Nov 2024 | 8 |
-9.85% | Feb 2025 | May 2025 | 3 |
-3.42% | Oct 2023 | Nov 2023 | 1 |
-2.07% | Dec 2024 | Jan 2025 | 1 |