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+0.03%
This Month
+3.88%
Year To Date
+108.6%
2 Years
+182.87%
5 Years
+182.87%
10 Years
+27.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.96%
- 💵 Cash31.98%
- 💻 Electronic Technology10.84%
- 💰 Finance8%
- ⚡ Utilities5.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.28%
- 🇺🇸 NYSE18.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.22%
Dividends
Dividend Yield
0.48%
8 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
18.83
18.83
-2
0
2
19
19
Omega Ratio
1.89
1.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.41
1.41
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
18.83
18.83
-2
0
2
19
19
Omega Ratio
1.89
1.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.76
0.76
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.55
High:
AMD
76.4AMDLow:
MS
16.42MSDetails
PEG Ratio
73.42
High:
ORCL
96.9ORCLLow:
IBM
30.47IBMDetails
Price/Book
9.14
High:
NVDA
28.28NVDALow:
SOFI
2.27SOFIDetails
Price/Sales
9.82
High:NVDA
20.71NVDALow:MS
2.22MSDetails
Price/CF
22.52
High:AMD
45.99AMDLow:MS
5.75MSDetails
Price/FCF
54.21
High:ORCL
348.36ORCLLow:MS
7.13MSDetails
P/E Ratio
28.55
High:AMD
76.4AMDLow:MS
16.42MSDetails
PEG Ratio
73.42
High:ORCL
96.9ORCLLow:IBM
30.47IBMDetails
Price/Book
9.14
High:NVDA
28.28NVDALow:SOFI
2.27SOFIDetails
Price/Sales
9.82
High:NVDA
20.71NVDALow:MS
2.22MSDetails
Price/CF
22.52
High:AMD
45.99AMDLow:MS
5.75MSDetails
Price/FCF
54.21
High:ORCL
348.36ORCLLow:MS
7.13MSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.89% | Apr 2022 | Nov 2023 | 19 |
-13.23% | Mar 2025 | Jul 2025 | 4 |
-4.42% | Nov 2025 | Jan 2026 | 2 |
-2.88% | Jul 2024 | Sep 2024 | 2 |
-1.62% | Feb 2026 | - | 2 |