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-8.55%
This Month
-15.32%
Year To Date
+34.41%
2 Years
+69.71%
5 Years
+65.02%
10 Years
+6.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services67.01%
- 🛍️ Retail Trade15.5%
- 🪙 Cryptocurrencies7%
- 💵 Cash4.42%
- 🚗 Consumer Durables4.13%
- ❓ Other2.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.51%
- 🌍 Digital Currency7%
- 🇺🇸 NYSE4.13%
- Regular Trading Hours - RTH2.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.51%
- 🇨🇳 China4.13%
Dividends
Dividend Yield
0.36%
2 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (1%)
Performance Metrics
Score 4/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.82
-0.82
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.82
-0.82
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.88
High:
AMZN
27.79AMZNLow:
NIO
-5.46NIODetails
PEG Ratio
74.85
High:AMZN
95.93AMZNLow:NIO
-15.05NIODetails
Price/Book
7.15
High:NIO
23.12NIOLow:AMZN
5.2AMZNDetails
Price/Sales
6.75
High:
MSFT
8.71MSFTLow:NIO
1.09NIODetails
Price/CF
22.16
High:
GOOGL
23.24GOOGLLow:AMZN
17.97AMZNDetails
Price/FCF
70.62
High:AMZN
325.85AMZNLow:GOOGL
60.54GOOGLDetails
P/E Ratio
24.88
High:AMZN
27.79AMZNLow:NIO
-5.46NIODetails
PEG Ratio
74.85
High:AMZN
95.93AMZNLow:NIO
-15.05NIODetails
Price/Book
7.15
High:NIO
23.12NIOLow:AMZN
5.2AMZNDetails
Price/Sales
6.75
High:MSFT
8.71MSFTLow:NIO
1.09NIODetails
Price/CF
22.16
High:GOOGL
23.24GOOGLLow:AMZN
17.97AMZNDetails
Price/FCF
70.62
High:AMZN
325.85AMZNLow:GOOGL
60.54GOOGLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.4% | Oct 2018 | Apr 2021 | 30 |
-28.92% | Dec 2021 | Jun 2023 | 18 |
-17.95% | Dec 2025 | - | 4 |
-13.23% | Aug 2023 | Dec 2023 | 4 |
-9.72% | Jan 2024 | Nov 2024 | 10 |
-7.56% | Feb 2025 | May 2025 | 3 |
-7.27% | May 2021 | Jun 2021 | 1 |
-3.73% | Sep 2021 | Oct 2021 | 1 |
-1.08% | Dec 2024 | Jan 2025 | 1 |