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+4.49%
This Month
+20.8%
Year To Date
+59.47%
2 Years
+92.55%
5 Years
+93.17%
10 Years
+13.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash38.72%
- 📊 ETFs30.1%
- 🖥️ Technology Services27.49%
- 💻 Electronic Technology19.62%
- 💰 Finance1.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.73%
- 🇺🇸 NYSE26.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.92%
- 🇹🇼 Taiwan1.13%
- 🇳🇱 Netherlands0.96%
Dividends
Dividend Yield
0.2%
8 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.81%)
Performance Metrics
Score 4.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.47
-1.47
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.47
-1.47
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.14
High:
NVDA
57.22NVDALow:
GOOG
28.59GOOGDetails
PEG Ratio
1,929.37
High:
AAPL
27,797.42AAPLLow:
TSM
60.02TSMDetails
Price/Book
17.45
High:
MA
65.29MALow:GOOG
8.95GOOGDetails
Price/Sales
16.67
High:NVDA
29.85NVDALow:GOOG
8.82GOOGDetails
Price/CF
32.6
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
63.52
High:TSM
88.53TSMLow:AAPL
37.19AAPLDetails
P/E Ratio
44.14
High:NVDA
57.22NVDALow:GOOG
28.59GOOGDetails
PEG Ratio
1,929.37
High:AAPL
27,797.42AAPLLow:TSM
60.02TSMDetails
Price/Book
17.45
High:MA
65.29MALow:GOOG
8.95GOOGDetails
Price/Sales
16.67
High:NVDA
29.85NVDALow:GOOG
8.82GOOGDetails
Price/CF
32.6
High:NVDA
55.25NVDALow:GOOG
16.18GOOGDetails
Price/FCF
63.52
High:TSM
88.53TSMLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.13% | Jan 2022 | Dec 2023 | 23 |
-13.85% | Mar 2020 | May 2020 | 2 |
-7.37% | Dec 2024 | May 2025 | 5 |
-6.66% | Sep 2020 | Dec 2020 | 3 |
-5.7% | Sep 2021 | Dec 2021 | 3 |
-3.58% | Apr 2024 | May 2024 | 1 |
-1.49% | Jul 2024 | Sep 2024 | 2 |
-0.75% | May 2021 | Jun 2021 | 1 |
-0.7% | Oct 2024 | Nov 2024 | 1 |
-0.52% | Aug 2025 | Sep 2025 | 1 |
-0.34% | Jan 2021 | Feb 2021 | 1 |
-0.27% | Mar 2021 | Apr 2021 | 1 |