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+5.47%
This Month
+48.38%
Year To Date
+120.97%
2 Years
+598.56%
5 Years
+449.26%
10 Years
+40.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology57.15%
- 🖥️ Technology Services21.12%
- 💰 Finance6.09%
- 💵 Cash3.6%
- 📊 ETFs3.08%
- 🛍️ Retail Trade2.87%
- 💼 Commercial Services2.41%
- 🧬 Health Technology1.86%
- 🧩 Miscellaneous1.22%
- 🪙 Cryptocurrencies1.09%
- 🚗 Consumer Durables0.78%
- ❓ Other0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq83.45%
- 🇺🇸 NYSE9.03%
- 🇩🇪 Xetra ETFs3.08%
- 🇬🇧 LSE1.22%
- 🌍 Digital Currency1.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.52%
- 🇹🇼 Taiwan0.75%
Dividends
Dividend Yield
0.25%
12 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
15.48
15.48
-2
0
2
16
16
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
15.48
15.48
-2
0
2
16
16
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.07
High:
TSLA
372.52TSLALow:
INTC
-175.38INTCDetails
PEG Ratio
140.78
High:
SMCI
768.91SMCILow:INTC
-203.76INTCDetails
Price/Book
10.84
High:
PLTR
35.97PLTRLow:
PYPL
2.06PYPLDetails
Price/Sales
10.81
High:
QBTS
593.26QBTSLow:SMCI
0.58SMCIDetails
Price/CF
24.34
High:PLTR
138.09PLTRLow:
MS
6.18MSDetails
Price/FCF
51.38
High:
ORCL
348.36ORCLLow:PYPL
7.94PYPLDetails
P/E Ratio
33.07
High:TSLA
372.52TSLALow:INTC
-175.38INTCDetails
PEG Ratio
140.78
High:SMCI
768.91SMCILow:INTC
-203.76INTCDetails
Price/Book
10.84
High:PLTR
35.97PLTRLow:PYPL
2.06PYPLDetails
Price/Sales
10.81
High:QBTS
593.26QBTSLow:SMCI
0.58SMCIDetails
Price/CF
24.34
High:PLTR
138.09PLTRLow:MS
6.18MSDetails
Price/FCF
51.38
High:ORCL
348.36ORCLLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.99% | Dec 2021 | Jun 2023 | 18 |
-39.35% | May 2021 | Oct 2021 | 5 |
-17.35% | Nov 2025 | Apr 2026 | 5 |
-16.09% | Sep 2023 | Dec 2023 | 3 |
-14.37% | Jun 2026 | - | 4 |
-8.34% | Dec 2024 | May 2025 | 5 |
-4.84% | Apr 2024 | May 2024 | 1 |
-1.19% | Jul 2024 | Aug 2024 | 1 |
-0.91% | Oct 2024 | Nov 2024 | 1 |