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-0.24%
This Month
+35.47%
Year To Date
+29.36%
2 Years
+40.51%
5 Years
+94.17%
10 Years
+11.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.96%
- 📊 ETFs30.7%
- 🧬 Health Technology22.52%
- 🪙 Cryptocurrencies2.4%
- 🛠️ Producer Manufacturing0.36%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.84%
- 🇺🇸 NYSE30.7%
- 🌍 Digital Currency2.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.48%
- 🇮🇱 Israel0.36%
Dividends
Dividend Yield
0.32%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.32% | 0.73% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.94
-1.94
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-1.94
-1.94
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.07
High:
MSFT
34.04MSFTLow:
OMER
-5.03OMERDetails
PEG Ratio
127.11
High:MSFT
214.2MSFTLow:OMER
-40.84OMERDetails
Price/Book
9.8
High:MSFT
9.8MSFTLow:OMER
-3.23OMERDetails
Price/Sales
12.16
High:MSFT
12.16MSFTLow:OMER
-OMERDetails
Price/CF
26.28
High:
SEDG
34.29SEDGLow:OMER
2.73OMERDetails
Price/FCF
72.31
High:MSFT
72.5MSFTLow:OMER
2.75OMERDetails
P/E Ratio
34.07
High:MSFT
34.04MSFTLow:OMER
-5.03OMERDetails
PEG Ratio
127.11
High:MSFT
214.2MSFTLow:OMER
-40.84OMERDetails
Price/Book
9.8
High:MSFT
9.8MSFTLow:OMER
-3.23OMERDetails
Price/Sales
12.16
High:MSFT
12.16MSFTLow:OMER
-OMERDetails
Price/CF
26.28
High:SEDG
34.29SEDGLow:OMER
2.73OMERDetails
Price/FCF
72.31
High:MSFT
72.5MSFTLow:OMER
2.75OMERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.99% | Sep 2021 | Aug 2025 | 47 |
-17.61% | Feb 2020 | Jun 2020 | 4 |
-6.68% | Oct 2025 | - | 3 |
-5.71% | Sep 2020 | Nov 2020 | 2 |
-4.95% | Feb 2021 | Apr 2021 | 2 |
-0.78% | May 2021 | Jun 2021 | 1 |
-0.38% | Aug 2019 | Oct 2019 | 2 |