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-1.59%
This Month
+43.55%
Year To Date
+115.27%
2 Years
+78.75%
5 Years
+212.39%
10 Years
+17.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.81%
- 🖥️ Technology Services30.86%
- 💵 Cash18.36%
- 💻 Electronic Technology8.95%
- 🪙 Cryptocurrencies1.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.82%
- 🇺🇸 NYSE39.81%
- 🌍 Digital Currency1.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.82%
Dividends
Dividend Yield
0.15%
2 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.67%)
Performance Metrics
Score 5.8/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
2.71
2.71
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
2.71
2.71
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.05
0.05
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.45
High:
KOPN
69.79KOPNLow:
GOOG
15GOOGDetails
PEG Ratio
0.48
High:
MSFT
0.81MSFTLow:GOOG
0.17GOOGDetails
Price/Book
6.82
High:MSFT
8.77MSFTLow:GOOG
5.36GOOGDetails
Price/Sales
9.47
High:KOPN
14.75KOPNLow:GOOG
7.54GOOGDetails
Price/CF
21.1
High:GOOG
23.47GOOGLow:MSFT
19.5MSFTDetails
Price/FCF
174.94
High:GOOG
465.97GOOGLow:MSFT
116MSFTDetails
P/E Ratio
20.45
High:KOPN
69.79KOPNLow:GOOG
15GOOGDetails
PEG Ratio
0.48
High:MSFT
0.81MSFTLow:GOOG
0.17GOOGDetails
Price/Book
6.82
High:MSFT
8.77MSFTLow:GOOG
5.36GOOGDetails
Price/Sales
9.47
High:KOPN
14.75KOPNLow:GOOG
7.54GOOGDetails
Price/CF
21.1
High:GOOG
23.47GOOGLow:MSFT
19.5MSFTDetails
Price/FCF
174.94
High:GOOG
465.97GOOGLow:MSFT
116MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.99% | Sep 2021 | Aug 2025 | 47 |
-17.61% | Feb 2020 | Jun 2020 | 4 |
-11.72% | Jan 2026 | May 2026 | 4 |
-10.37% | Jun 2026 | Jul 2026 | 1 |
-6.68% | Oct 2025 | Dec 2025 | 2 |
-5.71% | Sep 2020 | Nov 2020 | 2 |
-4.95% | Feb 2021 | Apr 2021 | 2 |
-1.59% | Nov 2026 | - | 1 |
-0.78% | May 2021 | Jun 2021 | 1 |
-0.38% | Aug 2019 | Oct 2019 | 2 |