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-0.05%
This Month
-9.23%
Year To Date
+50.35%
2 Years
+62.68%
5 Years
+62.68%
10 Years
+21.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.62%
- 💰 Finance28.55%
- 🛍️ Retail Trade10.83%
- 💻 Electronic Technology10.28%
- 💇♀️ Consumer Services8.19%
- 💵 Cash0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.91%
- 🇺🇸 NYSE19.65%
- 🇬🇧 LSE8.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.56%
- 🇬🇧 United Kingdom8.91%
Dividends
Dividend Yield
0.49%
7 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
3.06
3.06
-2
0
2
4.5
4.5
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
3.06
3.06
-2
0
2
4.5
4.5
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
1.88
1.88
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.18
High:
WDAY
51.54WDAYLow:
JPM
15.16JPMDetails
PEG Ratio
251.25
High:JPM
1,133.37JPMLow:
NVDA
82.76NVDADetails
Price/Book
8.84
High:
MA
58.86MALow:
BKNG
-23.8BKNGDetails
Price/Sales
7.9
High:NVDA
25.58NVDALow:JPM
2.97JPMDetails
Price/CF
22.64
High:NVDA
54.84NVDALow:JPM
8.75JPMDetails
Price/FCF
52.05
High:
AMZN
325.85AMZNLow:JPM
10.48JPMDetails
P/E Ratio
30.18
High:WDAY
51.54WDAYLow:JPM
15.16JPMDetails
PEG Ratio
251.25
High:JPM
1,133.37JPMLow:NVDA
82.76NVDADetails
Price/Book
8.84
High:MA
58.86MALow:BKNG
-23.8BKNGDetails
Price/Sales
7.9
High:NVDA
25.58NVDALow:JPM
2.97JPMDetails
Price/CF
22.64
High:NVDA
54.84NVDALow:JPM
8.75JPMDetails
Price/FCF
52.05
High:AMZN
325.85AMZNLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.21% | Feb 2025 | Jun 2025 | 4 |
-10.56% | Nov 2025 | - | 5 |
-10.4% | Sep 2023 | Dec 2023 | 3 |
-2.05% | Apr 2024 | May 2024 | 1 |
-1.76% | Dec 2024 | Jan 2025 | 1 |
-1.69% | Aug 2024 | Sep 2024 | 1 |
-1.15% | Jan 2024 | Feb 2024 | 1 |