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-9.31%
This Month
-10.78%
Year To Date
+34.92%
2 Years
+52.87%
5 Years
+178.42%
10 Years
+16.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous50.39%
- 📊 ETFs40.31%
- 💻 Electronic Technology5.44%
- 🖥️ Technology Services1.53%
- 🛠️ Producer Manufacturing0.66%
- 🚗 Consumer Durables0.57%
- 🧬 Health Technology0.45%
- 💵 Cash0.39%
- 🍞 Consumer Non Durables0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.83%
- 🇺🇸 NYSE41.03%
- 🇬🇧 LSE5.39%
- 🇩🇪 Xetra ETFs0.28%
- Regular Trading Hours - RTH0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.04%
Dividends
Dividend Yield
0.26%
8 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (5.17%)
Performance Metrics
Score 7/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
5.48
5.48
-2
0
2
6
6
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
5.48
5.48
-2
0
2
6
6
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
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
36.54
High:
TSLA
345.49TSLALow:
F
-6.02FDetails
PEG Ratio
77.66
High:
NFLX
138.71NFLXLow:
AVGO
41.44AVGODetails
Price/Book
16.14
High:
AAPL
42.31AAPLLow:F
1.35FDetails
Price/Sales
10.26
High:AVGO
22.16AVGOLow:F
0.26FDetails
Price/CF
33.28
High:TSLA
107.92TSLALow:F
2.59FDetails
Price/FCF
51.28
High:TSLA
255.88TSLALow:F
5.83FDetails
P/E Ratio
36.54
High:TSLA
345.49TSLALow:F
-6.02FDetails
PEG Ratio
77.66
High:NFLX
138.71NFLXLow:AVGO
41.44AVGODetails
Price/Book
16.14
High:AAPL
42.31AAPLLow:F
1.35FDetails
Price/Sales
10.26
High:AVGO
22.16AVGOLow:F
0.26FDetails
Price/CF
33.28
High:TSLA
107.92TSLALow:F
2.59FDetails
Price/FCF
51.28
High:TSLA
255.88TSLALow:F
5.83FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.1% | Nov 2021 | Jan 2024 | 26 |
-15.93% | Mar 2020 | Jun 2020 | 3 |
-15.41% | Mar 2026 | - | 2 |
-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 |