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-5.87%
This Month
-7.8%
Year To Date
+40.35%
2 Years
+35.98%
5 Years
+75.97%
10 Years
+10.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.97%
- 📊 ETFs19.92%
- 🖥️ Technology Services4.18%
- 💻 Electronic Technology3.28%
- 🪙 Cryptocurrencies2.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.02%
- 🇺🇸 Nasdaq2.26%
- 🇺🇸 Chicago Board Options Exchange2.1%
- 🌍 Digital Currency2.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.47%
Dividends
Dividend Yield
0.05%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IMMR (2.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IMMR | 0.05% | 2.06% | $0.17 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.13
0.13
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
8.45
8.45
-2
0
2
9
9
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
6.11
6.11
0
0.75
1.25
7
7
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
0.13
0.13
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
8.45
8.45
-2
0
2
9
9
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
6.11
6.11
0
0.75
1.25
7
7
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.15
High:
GDDY
14.04GDDYLow:
WOLF
-1.59WOLFDetails
PEG Ratio
N/A
Details
Price/Book
19.1
High:GDDY
54.88GDDYLow:IMMR
0.69IMMRDetails
Price/Sales
1.99
High:GDDY
2.41GDDYLow:IMMR
0.13IMMRDetails
Price/CF
10.59
High:IMMR
14.46IMMRLow:GDDY
10.56GDDYDetails
Price/FCF
10.63
High:GDDY
10.73GDDYLow:IMMR
5.53IMMRDetails
P/E Ratio
18.15
High:GDDY
14.04GDDYLow:WOLF
-1.59WOLFDetails
PEG Ratio
N/A
Details
Price/Book
19.1
High:GDDY
54.88GDDYLow:IMMR
0.69IMMRDetails
Price/Sales
1.99
High:GDDY
2.41GDDYLow:IMMR
0.13IMMRDetails
Price/CF
10.59
High:IMMR
14.46IMMRLow:GDDY
10.56GDDYDetails
Price/FCF
10.63
High:GDDY
10.73GDDYLow:IMMR
5.53IMMRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.67% | Aug 2025 | - | 9 |
-11.47% | May 2021 | Oct 2024 | 41 |
-6.56% | Sep 2020 | Nov 2020 | 2 |
-4.17% | Feb 2025 | Apr 2025 | 2 |
-1.76% | Dec 2024 | Jan 2025 | 1 |
-1.52% | Jun 2025 | Jul 2025 | 1 |