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-2.2%
This Month
-6.2%
Year To Date
+51.73%
2 Years
+95.72%
5 Years
+95.72%
10 Years
+21.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services21.2%
- 🖥️ Technology Services19.4%
- 💻 Electronic Technology15.55%
- 🪙 Cryptocurrencies10.36%
- 🚗 Consumer Durables9.04%
- 💵 Cash8.6%
- 🏥 Health Services7.68%
- 🛍️ Retail Trade6.8%
- 💰 Finance0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.3%
- 🇺🇸 NYSE29.53%
- 🇭🇰 Hong Kong Exchanges15.48%
- 🌍 Digital Currency10.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.18%
- 🇨🇳 China15.48%
- 🇰🇷 South Korea0.65%
Dividends
Dividend Yield
0.86%
8 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.18
2.18
0
1
2
3
3
Jensen's Alpha
2.64
2.64
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
2.52
2.52
0
0.3
0.6
3
3
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.18
2.18
0
1
2
3
3
Jensen's Alpha
2.64
2.64
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
2.52
2.52
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
35.27
High:
TSLA
377.27TSLALow:
SNDK
-78.93SNDKDetails
PEG Ratio
89.91
High:
WF
1,058.69WFLow:
DIS
12.61DISDetails
Price/Book
9.15
High:
NVDA
28.28NVDALow:WF
0.76WFDetails
Price/Sales
7.14
High:NVDA
20.71NVDALow:
UNH
0.59UNHDetails
Price/CF
28.13
High:TSLA
107.92TSLALow:WF
2.32WFDetails
Price/FCF
53.97
High:
9988.HK
2,771.019988.HKLow:WF
2.67WFDetails
P/E Ratio
35.27
High:TSLA
377.27TSLALow:SNDK
-78.93SNDKDetails
PEG Ratio
89.91
High:WF
1,058.69WFLow:DIS
12.61DISDetails
Price/Book
9.15
High:NVDA
28.28NVDALow:WF
0.76WFDetails
Price/Sales
7.14
High:NVDA
20.71NVDALow:UNH
0.59UNHDetails
Price/CF
28.13
High:TSLA
107.92TSLALow:WF
2.32WFDetails
Price/FCF
53.97
High:9988.HK
2,771.019988.HKLow:WF
2.67WFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.17% | Feb 2025 | May 2025 | 3 |
-8.87% | Aug 2023 | Nov 2023 | 3 |
-7.47% | Feb 2026 | - | 2 |
-5.92% | Dec 2022 | Jan 2023 | 1 |
-4.24% | Jan 2024 | Feb 2024 | 1 |
-3.52% | Mar 2024 | May 2024 | 2 |
-3.32% | Oct 2025 | Jan 2026 | 3 |
-1.85% | Apr 2023 | Jun 2023 | 2 |
-1.25% | Feb 2023 | Mar 2023 | 1 |