Loading...
+5.97%
This Month
+5.97%
Year To Date
+29.58%
2 Years
+29.58%
5 Years
+29.58%
10 Years
+23.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.43%
- 🖥️ Technology Services15.44%
- 🚗 Consumer Durables10.9%
- 🪙 Cryptocurrencies5.85%
- 🍞 Consumer Non Durables4.02%
- ⛏️ Energy Minerals3.24%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq83.33%
- 🇺🇸 NYSE6.68%
- 🌍 Digital Currency5.85%
- 🇫🇷 Euronext Paris4.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.01%
- 🇫🇷 France4.02%
Dividends
Dividend Yield
0.41%
4 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SM (4.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-8.79
-8.79
-9
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.95
1.95
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-8.79
-8.79
-9
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
55
High:
TSLA
280.13TSLALow:
RKLB
-229.97RKLBDetails
PEG Ratio
185.07
High:
META
433.38METALow:
AVGO
24.44AVGODetails
Price/Book
12.98
High:RKLB
34.54RKLBLow:
SM
0.44SMDetails
Price/Sales
13.81
High:RKLB
85.01RKLBLow:SM
0.64SMDetails
Price/CF
36.38
High:TSLA
99.57TSLALow:SM
1.35SMDetails
Price/FCF
84.85
High:TSLA
229.45TSLALow:SM
10.94SMDetails
P/E Ratio
55
High:TSLA
280.13TSLALow:RKLB
-229.97RKLBDetails
PEG Ratio
185.07
High:META
433.38METALow:AVGO
24.44AVGODetails
Price/Book
12.98
High:RKLB
34.54RKLBLow:SM
0.44SMDetails
Price/Sales
13.81
High:RKLB
85.01RKLBLow:SM
0.64SMDetails
Price/CF
36.38
High:TSLA
99.57TSLALow:SM
1.35SMDetails
Price/FCF
84.85
High:TSLA
229.45TSLALow:SM
10.94SMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.29% | Feb 2025 | Jul 2025 | 5 |
-12.65% | Nov 2025 | Jan 2026 | 2 |
-0.16% | Aug 2025 | Sep 2025 | 1 |