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-0.43%
This Month
+6.07%
Year To Date
+25.33%
2 Years
+74.88%
5 Years
+237.96%
10 Years
+18.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🌾 Commodities55.63%
- 💵 Cash14.28%
- 💻 Electronic Technology11.55%
- 🖥️ Technology Services8.23%
- 💼 Commercial Services3.49%
- 🪙 Cryptocurrencies2.83%
- 💰 Finance1.49%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Commodity55.63%
- 🇺🇸 Nasdaq22.05%
- 🌍 Digital Currency2.83%
- 🇺🇸 NYSE2.71%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.9%
- 🇬🇧 United Kingdom0.86%
Dividends
Dividend Yield
0.11%
8 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.1/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
4.98
4.98
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
4.98
4.98
-2
0
2
5
5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.14
High:
ARM
178.75ARMLow:
PYPL
12.29PYPLDetails
PEG Ratio
253.05
High:
V
1,180.28VLow:
MU
3.1MUDetails
Price/Book
14.13
High:
AAPL
56.93AAPLLow:
XYZ
1.65XYZDetails
Price/Sales
12.12
High:ARM
33.72ARMLow:XYZ
1.58XYZDetails
Price/CF
28.73
High:ARM
95.73ARMLow:MU
7.87MUDetails
Price/FCF
56.61
High:ARM
131.41ARMLow:PYPL
11.57PYPLDetails
P/E Ratio
36.14
High:ARM
178.75ARMLow:PYPL
12.29PYPLDetails
PEG Ratio
253.05
High:V
1,180.28VLow:MU
3.1MUDetails
Price/Book
14.13
High:AAPL
56.93AAPLLow:XYZ
1.65XYZDetails
Price/Sales
12.12
High:ARM
33.72ARMLow:XYZ
1.58XYZDetails
Price/CF
28.73
High:ARM
95.73ARMLow:MU
7.87MUDetails
Price/FCF
56.61
High:ARM
131.41ARMLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.25% | May 2021 | Feb 2024 | 33 |
-27.01% | Sep 2018 | Dec 2019 | 15 |
-13.14% | Apr 2024 | Jul 2025 | 15 |
-5.24% | Sep 2020 | Oct 2020 | 1 |
-4.02% | Nov 2025 | - | 2 |
-3.98% | Jun 2018 | Aug 2018 | 2 |
-1.77% | Aug 2025 | Oct 2025 | 2 |
-0.76% | Feb 2020 | Apr 2020 | 2 |