Loading...
-2.1%
This Month
-7.84%
Year To Date
+76.26%
2 Years
+26.11%
5 Years
+130.71%
10 Years
+13.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.64%
- 💰 Finance15.16%
- 💵 Cash13.35%
- 🖥️ Technology Services12.32%
- 🚗 Consumer Durables12.28%
- 🏥 Health Services5.14%
- 🪙 Cryptocurrencies3.27%
- 💇♀️ Consumer Services2.79%
- 💼 Commercial Services1.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.22%
- 🇺🇸 Nasdaq41.04%
- 🌍 Digital Currency3.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.72%
- 🇹🇼 Taiwan19.55%
Dividends
Dividend Yield
0.53%
7 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
0.07
0.07
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
0.07
0.07
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.68
High:
TSLA
381.63TSLALow:
CRCL
-57.39CRCLDetails
PEG Ratio
179.19
High:
V
562.66VLow:
U
-44.31UDetails
Price/Book
18.42
High:
AAPL
43.99AAPLLow:
DIS
1.73DISDetails
Price/Sales
10.28
High:
PLTR
76.49PLTRLow:
UNH
0.59UNHDetails
Price/CF
30.48
High:PLTR
214.31PLTRLow:
PYPL
8.54PYPLDetails
Price/FCF
54.86
High:TSLA
255.88TSLALow:PYPL
10.09PYPLDetails
P/E Ratio
40.68
High:TSLA
381.63TSLALow:CRCL
-57.39CRCLDetails
PEG Ratio
179.19
High:V
562.66VLow:U
-44.31UDetails
Price/Book
18.42
High:AAPL
43.99AAPLLow:DIS
1.73DISDetails
Price/Sales
10.28
High:PLTR
76.49PLTRLow:UNH
0.59UNHDetails
Price/CF
30.48
High:PLTR
214.31PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
54.86
High:TSLA
255.88TSLALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.33% | Feb 2021 | Nov 2024 | 45 |
-10.28% | Nov 2025 | - | 4 |
-9.8% | Dec 2024 | Jun 2025 | 6 |
-2.58% | Sep 2020 | Nov 2020 | 2 |
-2.02% | Sep 2019 | Oct 2019 | 1 |
-0.71% | Jun 2020 | Jul 2020 | 1 |