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+1.1%
This Month
+0.19%
Year To Date
+22.66%
2 Years
-9.16%
5 Years
-9.16%
10 Years
-2.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services56.82%
- 💰 Finance9.99%
- 📊 ETFs9.86%
- 🚗 Consumer Durables9.37%
- 💻 Electronic Technology5.33%
- 🍞 Consumer Non Durables4.08%
- 🛍️ Retail Trade1.05%
- 🏥 Health Services0.95%
- 🪙 Cryptocurrencies0.75%
- 🚚 Transportation0.61%
- 💵 Cash0.57%
- 🛠️ Producer Manufacturing0.56%
- 🧬 Health Technology0.08%
- ❓ Other0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.84%
- 🇺🇸 NYSE31.8%
- 🇬🇧 LSE5.07%
- 🌍 Digital Currency0.75%
- 🇦🇪 Dubai Financial Market0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.99%
- 🇨🇳 China9.18%
- 🇬🇧 United Kingdom5.07%
- 🇮🇱 Israel0.61%
Dividends
Dividend Yield
0.39%
10 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UWMC (21.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-10.08
-10.08
-11
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-10.08
-10.08
-11
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.12
High:
TSLA
372.52TSLALow:
SYM
-845.74SYMDetails
PEG Ratio
69.67
High:
NOW
471.47NOWLow:SYM
-3,094.85SYMDetails
Price/Book
9.2
High:
APP
72.14APPLow:
MO
-37.35MODetails
Price/Sales
7.71
High:
SERV
87.12SERVLow:
SFTGQ
-SFTGQDetails
Price/CF
21.46
High:
RKT
260.84RKTLow:
ZIM
2.34ZIMDetails
Price/FCF
63.86
High:
BABA
1,196.17BABALow:
UWMC
0.04UWMCDetails
P/E Ratio
34.12
High:TSLA
372.52TSLALow:SYM
-845.74SYMDetails
PEG Ratio
69.67
High:NOW
471.47NOWLow:SYM
-3,094.85SYMDetails
Price/Book
9.2
High:APP
72.14APPLow:MO
-37.35MODetails
Price/Sales
7.71
High:SERV
87.12SERVLow:SFTGQ
-SFTGQDetails
Price/CF
21.46
High:RKT
260.84RKTLow:ZIM
2.34ZIMDetails
Price/FCF
63.86
High:BABA
1,196.17BABALow:UWMC
0.04UWMCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.52% | Jan 2022 | Sep 2025 | 44 |
-28.42% | Nov 2025 | - | 9 |