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-4.49%
This Month
-3.53%
Year To Date
+19.3%
2 Years
+19.3%
5 Years
+19.3%
10 Years
+19.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.75%
- 📊 ETFs28.09%
- 💻 Electronic Technology22.22%
- 🪙 Cryptocurrencies10.81%
- 💰 Finance4.61%
- 🏥 Health Services3.36%
- 🧬 Health Technology2.16%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.71%
- 🇺🇸 NYSE29.48%
- 🌍 Digital Currency10.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.94%
- 🇩🇰 Denmark2.16%
Dividends
Dividend Yield
0.31%
8 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.1%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
3.02
3.02
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
19.77
19.77
-2
0
2
20
20
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
9.45
9.45
0
0.75
1.25
10
10
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.21
0.21
0
0.8
1.2
0
2
Sharpe Ratio
3.02
3.02
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
19.77
19.77
-2
0
2
20
20
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
9.45
9.45
0
0.75
1.25
10
10
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
31.73
High:
AMD
80.75AMDLow:
NVO
14.04NVODetails
PEG Ratio
91.91
High:
V
579.75VLow:
MU
19.19MUDetails
Price/Book
10.5
High:
NVDA
38.85NVDALow:
UNH
2.64UNHDetails
Price/Sales
10.15
High:NVDA
24.86NVDALow:UNH
0.57UNHDetails
Price/CF
24.99
High:
HOOD
90.65HOODLow:MU
11.55MUDetails
Price/FCF
58.79
High:NVO
207.17NVOLow:
ADBE
13.55ADBEDetails
P/E Ratio
31.73
High:AMD
80.75AMDLow:NVO
14.04NVODetails
PEG Ratio
91.91
High:V
579.75VLow:MU
19.19MUDetails
Price/Book
10.5
High:NVDA
38.85NVDALow:UNH
2.64UNHDetails
Price/Sales
10.15
High:NVDA
24.86NVDALow:UNH
0.57UNHDetails
Price/CF
24.99
High:HOOD
90.65HOODLow:MU
11.55MUDetails
Price/FCF
58.79
High:NVO
207.17NVOLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.49% | Feb 2026 | - | 1 |
-1.34% | Nov 2025 | Jan 2026 | 2 |
-0.08% | Jul 2025 | Aug 2025 | 1 |