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+17.6%
This Month
+14.38%
Year To Date
+196.58%
2 Years
+234.54%
5 Years
+234.54%
10 Years
+43.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.14%
- 🖥️ Technology Services28.73%
- 📡 Communications20.95%
- 💵 Cash11.51%
- 🪙 Cryptocurrencies1.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.82%
- 🌍 Digital Currency1.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.68%
- 🇦🇺 Australia16.14%
Dividends
Dividend Yield
0.05%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.05% | 0.85% | $3 |
Performance Metrics
Score 8/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.44
2.44
0
1
2
3
3
Jensen's Alpha
16.58
16.58
-2
0
2
17
17
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
2.53
2.53
0
0.3
0.6
3
3
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.44
2.44
0
1
2
3
3
Jensen's Alpha
16.58
16.58
-2
0
2
17
17
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
2.53
2.53
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
40.74
High:
AMD
103.96AMDLow:
ASTS
-61.11ASTSDetails
PEG Ratio
-55.43
High:MSFT
91.48MSFTLow:
AUR
-310AURDetails
Price/Book
7.61
High:ASTS
12.56ASTSLow:AUR
4.74AURDetails
Price/Sales
11.58
High:AUR
3,366.9AURLow:MSFT
10.21MSFTDetails
Price/CF
29.02
High:AMD
45.99AMDLow:MSFT
22.48MSFTDetails
Price/FCF
60.77
High:MSFT
69.19MSFTLow:AMD
52.64AMDDetails
P/E Ratio
40.74
High:AMD
103.96AMDLow:ASTS
-61.11ASTSDetails
PEG Ratio
-55.43
High:MSFT
91.48MSFTLow:AUR
-310AURDetails
Price/Book
7.61
High:ASTS
12.56ASTSLow:AUR
4.74AURDetails
Price/Sales
11.58
High:AUR
3,366.9AURLow:MSFT
10.21MSFTDetails
Price/CF
29.02
High:AMD
45.99AMDLow:MSFT
22.48MSFTDetails
Price/FCF
60.77
High:MSFT
69.19MSFTLow:AMD
52.64AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.99% | Nov 2025 | Apr 2026 | 5 |
-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 |