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-3.52%
This Month
-3.52%
Year To Date
+28.82%
2 Years
+28.82%
5 Years
+28.82%
10 Years
+20.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services69.73%
- 💻 Electronic Technology14.04%
- 🏭 Industrial Services6.71%
- 💼 Commercial Services4.81%
- 🪙 Cryptocurrencies3.9%
- 💵 Cash0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.4%
- 🇺🇸 NYSE21.88%
- 🌍 Digital Currency3.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.72%
- 🇹🇼 Taiwan6.56%
Dividends
Dividend Yield
0.32%
7 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
1.29
1.29
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
2.14
2.14
0
0.3
0.6
3
3
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
1.29
1.29
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
2.14
2.14
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.45
High:
LB
70.91LBLow:
GOOGL
31.76GOOGLDetails
PEG Ratio
111.78
High:
MSFT
203.51MSFTLow:LB
50.18LBDetails
Price/Book
11.44
High:
AAPL
49.43AAPLLow:
WBI
1.56WBIDetails
Price/Sales
10.26
High:LB
24.48LBLow:
ORCL
8.62ORCLDetails
Price/CF
23.39
High:
NFLX
54.35NFLXLow:GOOGL
19.59GOOGLDetails
Price/FCF
53
High:ORCL
348.36ORCLLow:AAPL
45.56AAPLDetails
P/E Ratio
32.45
High:LB
70.91LBLow:GOOGL
31.76GOOGLDetails
PEG Ratio
111.78
High:MSFT
203.51MSFTLow:LB
50.18LBDetails
Price/Book
11.44
High:AAPL
49.43AAPLLow:WBI
1.56WBIDetails
Price/Sales
10.26
High:LB
24.48LBLow:ORCL
8.62ORCLDetails
Price/CF
23.39
High:NFLX
54.35NFLXLow:GOOGL
19.59GOOGLDetails
Price/FCF
53
High:ORCL
348.36ORCLLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.16% | Nov 2025 | - | 3 |
-8.83% | Dec 2024 | May 2025 | 5 |
-7.69% | Jul 2025 | Oct 2025 | 3 |
-0.97% | Jun 2024 | Jul 2024 | 1 |