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-1.45%
This Month
+15.2%
Year To Date
+66.09%
2 Years
+149.23%
5 Years
+149.23%
10 Years
+25.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.87%
- 💻 Electronic Technology24.77%
- 💰 Finance13.33%
- 🏥 Health Services9.5%
- 🛍️ Retail Trade9.26%
- 🚚 Transportation5.9%
- 💼 Commercial Services1.22%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.39%
- 🇺🇸 NYSE27.74%
- 🇩🇪 FRA2.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.17%
- 🇳🇱 Netherlands10.01%
- 🇺🇾 Uruguay8.2%
- 🇧🇷 Brazil5.36%
- 🇩🇪 Germany3.67%
- 🇹🇼 Taiwan3.52%
- 🇮🇱 Israel1.67%
- 🇸🇬 Singapore1.4%
- 🇨🇳 China0.86%
Dividends
Dividend Yield
0.17%
13 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DLO (1.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
15.54
15.54
-2
0
2
16
16
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
15.54
15.54
-2
0
2
16
16
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
2.89
2.89
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.71
High:
AXON
226.48AXONLow:
HIMS
-419.78HIMSDetails
PEG Ratio
103.69
High:
SOFI
413.16SOFILow:
ZETA.US
-325.44ZETA.USDetails
Price/Book
10.68
High:
ASML
28.86ASMLLow:
Z
1.67ZDetails
Price/Sales
10.47
High:
NBIS
77.3NBISLow:
OSCR
0.76OSCRDetails
Price/CF
22.89
High:AXON
227.41AXONLow:OSCR
1.33OSCRDetails
Price/FCF
52.03
High:AXON
1,795.64AXONLow:OSCR
1.35OSCRDetails
P/E Ratio
32.71
High:AXON
226.48AXONLow:HIMS
-419.78HIMSDetails
PEG Ratio
103.69
High:SOFI
413.16SOFILow:ZETA.US
-325.44ZETA.USDetails
Price/Book
10.68
High:ASML
28.86ASMLLow:Z
1.67ZDetails
Price/Sales
10.47
High:NBIS
77.3NBISLow:OSCR
0.76OSCRDetails
Price/CF
22.89
High:AXON
227.41AXONLow:OSCR
1.33OSCRDetails
Price/FCF
52.03
High:AXON
1,795.64AXONLow:OSCR
1.35OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.41% | Nov 2025 | Jun 2026 | 7 |
-21.57% | Jan 2023 | Feb 2025 | 25 |
-5.63% | Mar 2025 | Apr 2025 | 1 |
-5.37% | Jul 2026 | - | 3 |
-0.35% | Aug 2025 | Sep 2025 | 1 |
-0.04% | Oct 2022 | Dec 2022 | 2 |