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+13.71%
This Month
-45.59%
Year To Date
+115.42%
2 Years
+1340.5%
5 Years
+1314.47%
10 Years
+15.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology54.78%
- 💵 Cash50.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.78%
Dividends
Dividend Yield
0.04%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.04% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
23.23
23.23
-2
0
2
24
24
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
23.23
23.23
-2
0
2
24
24
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.05
High:
AMD
183.1AMDLow:NVDA
32.31NVDADetails
PEG Ratio
73.31
High:AMD
147.81AMDLow:NVDA
29.49NVDADetails
Price/Book
24.18
High:NVDA
26.14NVDALow:AMD
14.11AMDDetails
Price/Sales
20.64
High:AMD
24.58AMDLow:NVDA
20.3NVDADetails
Price/CF
39.75
High:NVDA
40.43NVDALow:AMD
34.27AMDDetails
Price/FCF
42.58
High:NVDA
43.01NVDALow:AMD
38.87AMDDetails
P/E Ratio
35.05
High:AMD
183.1AMDLow:NVDA
32.31NVDADetails
PEG Ratio
73.31
High:AMD
147.81AMDLow:NVDA
29.49NVDADetails
Price/Book
24.18
High:NVDA
26.14NVDALow:AMD
14.11AMDDetails
Price/Sales
20.64
High:AMD
24.58AMDLow:NVDA
20.3NVDADetails
Price/CF
39.75
High:NVDA
40.43NVDALow:AMD
34.27AMDDetails
Price/FCF
42.58
High:NVDA
43.01NVDALow:AMD
38.87AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.84% | Apr 2015 | Mar 2023 | 95 |
-53.16% | Jan 2026 | - | 8 |
-36.31% | Aug 2023 | Feb 2024 | 6 |
-29.14% | Dec 2024 | May 2025 | 5 |
-18.34% | Jun 2024 | Oct 2024 | 4 |
-9.79% | Apr 2024 | May 2024 | 1 |
-7.74% | May 2023 | Jul 2023 | 2 |
-7.49% | Aug 2014 | Nov 2014 | 3 |