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0%
This Month
+20%
Year To Date
+119.55%
2 Years
+69.51%
5 Years
+69.51%
10 Years
+11.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.02%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
2.47
2.47
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
2.47
2.47
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.22
High:NVDA
41.22NVDALow:NVDA
41.22NVDADetails
PEG Ratio
62.34
High:NVDA
62.34NVDALow:NVDA
62.34NVDADetails
Price/Book
31.22
High:NVDA
31.22NVDALow:NVDA
31.22NVDADetails
Price/Sales
22.86
High:NVDA
22.86NVDALow:NVDA
22.86NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
41.22
High:NVDA
41.22NVDALow:NVDA
41.22NVDADetails
PEG Ratio
62.34
High:NVDA
62.34NVDALow:NVDA
62.34NVDADetails
Price/Book
31.22
High:NVDA
31.22NVDALow:NVDA
31.22NVDADetails
Price/Sales
22.86
High:NVDA
22.86NVDALow:NVDA
22.86NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.27% | Jan 2024 | Oct 2024 | 9 |
-30.89% | Sep 2021 | Jul 2023 | 22 |
-28.69% | Nov 2024 | Jul 2025 | 8 |
-20.11% | Aug 2023 | Dec 2023 | 4 |
-19.27% | Nov 2025 | - | 6 |
-1.06% | Aug 2025 | Sep 2025 | 1 |