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-2.8%
This Month
-2.8%
Year To Date
+87.64%
2 Years
+153.75%
5 Years
+317.83%
10 Years
+21.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology58.65%
- 🖥️ Technology Services24.16%
- 📊 ETFs6.98%
- 🛍️ Retail Trade5.17%
- 🚚 Transportation1.99%
- 💇♀️ Consumer Services1.08%
- 🍞 Consumer Non Durables0.94%
- 🚗 Consumer Durables0.85%
- 💵 Cash0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.81%
- 🇺🇸 NYSE10.97%
- 🇫🇷 Euronext Paris1.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.89%
- 🇳🇱 Netherlands1.04%
- 🇯🇵 Japan0.85%
- 🇮🇱 Israel0.06%
Dividends
Dividend Yield
0.19%
11 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PLTK (11.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
5.58
5.58
-2
0
2
6
6
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
5.58
5.58
-2
0
2
6
6
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.58
0.58
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.38
High:
PANW
116.74PANWLow:
NET
-596.57NETDetails
PEG Ratio
105.91
High:
MCD
898.84MCDLow:
AAL
14.99AALDetails
Price/Book
20.3
High:
AAPL
49.43AAPLLow:MCD
-99.7MCDDetails
Price/Sales
13.7
High:NET
30.78NETLow:AAL
0.18AALDetails
Price/CF
36.56
High:NET
139.36NETLow:AAL
1.97AALDetails
Price/FCF
57.66
High:NET
362.6NETLow:
PLTK
5.63PLTKDetails
P/E Ratio
39.38
High:PANW
116.74PANWLow:NET
-596.57NETDetails
PEG Ratio
105.91
High:MCD
898.84MCDLow:AAL
14.99AALDetails
Price/Book
20.3
High:AAPL
49.43AAPLLow:MCD
-99.7MCDDetails
Price/Sales
13.7
High:NET
30.78NETLow:AAL
0.18AALDetails
Price/CF
36.56
High:NET
139.36NETLow:AAL
1.97AALDetails
Price/FCF
57.66
High:NET
362.6NETLow:PLTK
5.63PLTKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.26% | Dec 2021 | Dec 2023 | 24 |
-26.11% | Oct 2018 | Nov 2019 | 13 |
-13.64% | Jan 2025 | May 2025 | 4 |
-10.18% | Feb 2020 | Apr 2020 | 2 |
-8.65% | Sep 2020 | Nov 2020 | 2 |
-8.52% | Nov 2025 | - | 3 |
-5.41% | Sep 2021 | Oct 2021 | 1 |
-3.77% | Apr 2024 | May 2024 | 1 |
-3.53% | Jul 2024 | Sep 2024 | 2 |
-2.49% | Jan 2021 | Apr 2021 | 3 |
-2.15% | Jun 2018 | Sep 2018 | 3 |
-1.29% | Apr 2018 | May 2018 | 1 |
-0.59% | Jul 2021 | Aug 2021 | 1 |
-0.48% | May 2021 | Jun 2021 | 1 |