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-6.81%
This Month
-12.15%
Year To Date
+34.42%
2 Years
+48.78%
5 Years
+102.01%
10 Years
+13.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.82%
- 💵 Cash21.84%
- 🖥️ Technology Services21.49%
- 🧩 Miscellaneous11.04%
- 💻 Electronic Technology10%
- 🛍️ Retail Trade7.58%
- 🚗 Consumer Durables1.44%
- 💇♀️ Consumer Services1.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.97%
- 🇺🇸 NYSE27.64%
- 🇺🇸 Chicago Board Options Exchange4.81%
- 🇬🇧 LSE2.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.39%
- 🇨🇳 China5.08%
- 🇯🇵 Japan0.92%
- 🇮🇱 Israel0.39%
Dividends
Dividend Yield
0.18%
8 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.55%)
Performance Metrics
Score 4/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-2.78
-2.78
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-2.78
-2.78
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.8
High:
GDS
90.05GDSLow:
SONY
-103.81SONYDetails
PEG Ratio
77.63
High:
NFLX
138.71NFLXLow:
NIO
-17.09NIODetails
Price/Book
9.89
High:
NVDA
26.95NVDALow:
FVRR
0.88FVRRDetails
Price/Sales
7.88
High:NVDA
19.73NVDALow:FVRR
0.85FVRRDetails
Price/CF
26.72
High:NVDA
44.64NVDALow:FVRR
6.53FVRRDetails
Price/FCF
66.79
High:
AMZN
325.85AMZNLow:FVRR
6.57FVRRDetails
P/E Ratio
29.8
High:GDS
90.05GDSLow:SONY
-103.81SONYDetails
PEG Ratio
77.63
High:NFLX
138.71NFLXLow:NIO
-17.09NIODetails
Price/Book
9.89
High:NVDA
26.95NVDALow:FVRR
0.88FVRRDetails
Price/Sales
7.88
High:NVDA
19.73NVDALow:FVRR
0.85FVRRDetails
Price/CF
26.72
High:NVDA
44.64NVDALow:FVRR
6.53FVRRDetails
Price/FCF
66.79
High:AMZN
325.85AMZNLow:FVRR
6.57FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.3% | Nov 2021 | Mar 2024 | 28 |
-15.6% | Nov 2025 | - | 6 |
-10.9% | Feb 2025 | Jun 2025 | 4 |
-7.03% | Sep 2020 | Nov 2020 | 2 |
-6.66% | Feb 2021 | Jun 2021 | 4 |
-5.63% | Sep 2021 | Oct 2021 | 1 |
-5.01% | Apr 2024 | May 2024 | 1 |
-1.66% | Jul 2024 | Aug 2024 | 1 |
-0.5% | Oct 2024 | Nov 2024 | 1 |