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-4.8%
This Month
+13.2%
Year To Date
+34.13%
2 Years
+34.13%
5 Years
+34.13%
10 Years
+34.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.24%
- 💻 Electronic Technology28.73%
- 💰 Finance8.98%
- 🛍️ Retail Trade7.82%
- 🧬 Health Technology6.14%
- 🏥 Health Services3.12%
- 🏭 Industrial Services2.36%
- ⚡ Utilities2.06%
- 💼 Commercial Services2%
- 🛠️ Producer Manufacturing1.73%
- 📡 Communications1.43%
- 🚗 Consumer Durables0.71%
- 🪙 Cryptocurrencies0.67%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.42%
- 🇺🇸 NYSE24.91%
- 🌍 Digital Currency0.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.87%
- 🇳🇱 Netherlands6.1%
- 🇺🇾 Uruguay3.35%
- 🇮🇱 Israel2.79%
- 🇦🇺 Australia2.27%
- 🇸🇪 Sweden1.82%
- 🇰🇾 Cayman Islands1.71%
- 🇹🇼 Taiwan0.95%
- 🇸🇬 Singapore0.79%
- 🇨🇦 Canada0.68%
Dividends
Dividend Yield
0.13%
14 out of 55 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HCI (0.89%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
-21.02
-21.02
-22
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
1.66
1.66
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
-21.02
-21.02
-22
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.35
-0.35
-1
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.82
High:
TSLA
372.52TSLALow:
BE
-4,337.06BEDetails
PEG Ratio
19.56
High:
SOFI
413.16SOFILow:
RKLB
-1,227.64RKLBDetails
Price/Book
11.12
High:BE
75.45BELow:
DELL
-201.07DELLDetails
Price/Sales
9.88
High:
ASTS
250.94ASTSLow:
OSCR
0.76OSCRDetails
Price/CF
22.52
High:
NBIS
172.05NBISLow:OSCR
1.33OSCRDetails
Price/FCF
52.46
High:
AMZN
325.85AMZNLow:OSCR
1.35OSCRDetails
P/E Ratio
31.82
High:TSLA
372.52TSLALow:BE
-4,337.06BEDetails
PEG Ratio
19.56
High:SOFI
413.16SOFILow:RKLB
-1,227.64RKLBDetails
Price/Book
11.12
High:BE
75.45BELow:DELL
-201.07DELLDetails
Price/Sales
9.88
High:ASTS
250.94ASTSLow:OSCR
0.76OSCRDetails
Price/CF
22.52
High:NBIS
172.05NBISLow:OSCR
1.33OSCRDetails
Price/FCF
52.46
High:AMZN
325.85AMZNLow:OSCR
1.35OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.04% | Nov 2025 | May 2026 | 6 |
-5.26% | Jun 2026 | - | 2 |