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+1.32%
This Month
+1.32%
Year To Date
+41.84%
2 Years
-9.95%
5 Years
-4.32%
10 Years
-0.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.63%
- 🪙 Cryptocurrencies13.02%
- 💻 Electronic Technology11.59%
- 💰 Finance6.53%
- 🖥️ Technology Services3.55%
- 🪨 Non Energy Minerals2.82%
- 🚚 Transportation1.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.33%
- 🇺🇸 Nasdaq33.79%
- 🌍 Digital Currency13.02%
- 🇺🇸 Chicago Board Options Exchange1.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.83%
Dividends
Dividend Yield
0.12%
6 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CHRW (1.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-6.03
-6.03
-7
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.01
0.01
0
1
2
3
3
Jensen's Alpha
-6.03
-6.03
-7
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
51.76
High:
AVGO
70AVGOLow:
NEM
20.51NEMDetails
PEG Ratio
38.03
High:
KLAC
112.73KLACLow:NEM
3.94NEMDetails
Price/Book
15.23
High:
APP
124.57APPLow:NEM
4.37NEMDetails
Price/Sales
16.74
High:APP
33.5APPLow:
CHRW
1.35CHRWDetails
Price/CF
38.29
High:
HOOD
90.65HOODLow:NEM
10.05NEMDetails
Price/FCF
73.58
High:AVGO
114.58AVGOLow:NEM
18.53NEMDetails
P/E Ratio
51.76
High:AVGO
70AVGOLow:NEM
20.51NEMDetails
PEG Ratio
38.03
High:KLAC
112.73KLACLow:NEM
3.94NEMDetails
Price/Book
15.23
High:APP
124.57APPLow:NEM
4.37NEMDetails
Price/Sales
16.74
High:APP
33.5APPLow:CHRW
1.35CHRWDetails
Price/CF
38.29
High:HOOD
90.65HOODLow:NEM
10.05NEMDetails
Price/FCF
73.58
High:AVGO
114.58AVGOLow:NEM
18.53NEMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.6% | Jul 2021 | Aug 2025 | 49 |
-34.88% | Sep 2025 | - | 5 |
-13.87% | Dec 2019 | Dec 2020 | 12 |
-3.17% | Feb 2021 | Jun 2021 | 4 |