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+0.59%
This Month
+0.59%
Year To Date
+74.79%
2 Years
+109.9%
5 Years
+109.9%
10 Years
+25.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash22.04%
- 💇♀️ Consumer Services17.18%
- 🖥️ Technology Services16.64%
- 💻 Electronic Technology10.03%
- 🪙 Cryptocurrencies9.91%
- 🛍️ Retail Trade7.63%
- 🚗 Consumer Durables7.02%
- 🏥 Health Services5.5%
- 📊 ETFs2.54%
- 💰 Finance1.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.35%
- 🇺🇸 Nasdaq26.18%
- 🇭🇰 Hong Kong Exchanges15.14%
- 🌍 Digital Currency9.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.87%
- 🇨🇳 China15.14%
- 🇰🇷 South Korea1.13%
Dividends
Dividend Yield
0.66%
8 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WF (3.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.61
2.61
0
1
2
3
3
Jensen's Alpha
4.57
4.57
-2
0
2
5
5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
2.85
2.85
0
0.3
0.6
3
3
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.61
2.61
0
1
2
3
3
Jensen's Alpha
4.57
4.57
-2
0
2
5
5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
2.85
2.85
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
35.88
High:
TSLA
280.13TSLALow:
WF
6.5WFDetails
PEG Ratio
463.89
High:
FLEX
5,618.82FLEXLow:
DIS
10.57DISDetails
Price/Book
8.97
High:
NVDA
36.4NVDALow:WF
0.62WFDetails
Price/Sales
7.26
High:NVDA
23.3NVDALow:
UNH
0.71UNHDetails
Price/CF
30.32
High:TSLA
99.57TSLALow:WF
2.32WFDetails
Price/FCF
50.75
High:TSLA
229.45TSLALow:WF
2.67WFDetails
P/E Ratio
35.88
High:TSLA
280.13TSLALow:WF
6.5WFDetails
PEG Ratio
463.89
High:FLEX
5,618.82FLEXLow:DIS
10.57DISDetails
Price/Book
8.97
High:NVDA
36.4NVDALow:WF
0.62WFDetails
Price/Sales
7.26
High:NVDA
23.3NVDALow:UNH
0.71UNHDetails
Price/CF
30.32
High:TSLA
99.57TSLALow:WF
2.32WFDetails
Price/FCF
50.75
High:TSLA
229.45TSLALow: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 |
-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 | - | 4 |
-1.85% | Apr 2023 | Jun 2023 | 2 |
-1.25% | Feb 2023 | Mar 2023 | 1 |