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0%
This Month
+8.99%
Year To Date
+36.79%
2 Years
+77.68%
5 Years
+240.1%
10 Years
+18.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous53.87%
- 📊 ETFs35.01%
- 💻 Electronic Technology8.05%
- 💵 Cash1.8%
- 🛠️ Producer Manufacturing0.73%
- 🖥️ Technology Services0.68%
- 🚗 Consumer Durables0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.49%
- 🇺🇸 NYSE34.84%
- 🇬🇧 LSE6.05%
- 🇩🇪 Xetra ETFs0.27%
- Regular Trading Hours - RTH0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10%
Dividends
Dividend Yield
0.23%
7 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $F (4.9%)
Performance Metrics
Score 6.9/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
4.76
4.76
-2
0
2
5
5
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
4.76
4.76
-2
0
2
5
5
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.51
High:
TSLA
439.79TSLALow:
F
-6.68FDetails
PEG Ratio
0.86
High:
AAPL
1.21AAPLLow:
GOOG
0.16GOOGDetails
Price/Book
16.39
High:AAPL
46.83AAPLLow:F
1.4FDetails
Price/Sales
11.92
High:
AMD
20.28AMDLow:F
0.27FDetails
Price/CF
34.59
High:AMD
85.84AMDLow:F
3.28FDetails
Price/FCF
51.79
High:GOOG
465.97GOOGLow:F
17.93FDetails
P/E Ratio
36.51
High:TSLA
439.79TSLALow:F
-6.68FDetails
PEG Ratio
0.86
High:AAPL
1.21AAPLLow:GOOG
0.16GOOGDetails
Price/Book
16.39
High:AAPL
46.83AAPLLow:F
1.4FDetails
Price/Sales
11.92
High:AMD
20.28AMDLow:F
0.27FDetails
Price/CF
34.59
High:AMD
85.84AMDLow:F
3.28FDetails
Price/FCF
51.79
High:GOOG
465.97GOOGLow:F
17.93FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.1% | Nov 2021 | Jan 2024 | 26 |
-15.93% | Mar 2020 | Jun 2020 | 3 |
-6.73% | Mar 2026 | Apr 2026 | 1 |
-6.31% | Jun 2026 | - | 5 |
-5.98% | Feb 2025 | May 2025 | 3 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.01% | Apr 2024 | May 2024 | 1 |
-3.51% | Oct 2020 | Nov 2020 | 1 |
-1.79% | Feb 2021 | Apr 2021 | 2 |
-1.36% | May 2021 | Jun 2021 | 1 |
-0.68% | Oct 2024 | Nov 2024 | 1 |
-0.49% | Jul 2021 | Aug 2021 | 1 |
-0.48% | Dec 2025 | Jan 2026 | 1 |
-0.25% | Dec 2024 | Jan 2025 | 1 |