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-1.95%
This Month
-1.95%
Year To Date
+69.39%
2 Years
+94.98%
5 Years
+94.98%
10 Years
+17.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.11%
- 🖥️ Technology Services28.05%
- 🛍️ Retail Trade7.08%
- 🪙 Cryptocurrencies6.86%
- 🚗 Consumer Durables5.91%
- 🍞 Consumer Non Durables5.07%
- 💰 Finance2.74%
- 🛠️ Producer Manufacturing2.72%
- 🧬 Health Technology2.63%
- ⛏️ Energy Minerals2.42%
- 💼 Commercial Services2.13%
- 💵 Cash0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq86.59%
- 🌍 Digital Currency6.86%
- 🇺🇸 NYSE6.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.86%
Dividends
Dividend Yield
0.26%
12 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SWKS (4.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
7.13
7.13
-2
0
2
8
8
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
7.13
7.13
-2
0
2
8
8
Omega Ratio
1.67
1.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.87
High:
CELH
623.65CELHLow:
SYNA
-73.62SYNADetails
PEG Ratio
180.95
High:
V
1,166.53VLow:
PYPL
56.05PYPLDetails
Price/Book
13.87
High:
MA
60.55MALow:
BIIB
1.33BIIBDetails
Price/Sales
10.14
High:
NVDA
23.3NVDALow:
VC
0.68VCDetails
Price/CF
29.41
High:
TSLA
99.57TSLALow:
OXY
4.21OXYDetails
Price/FCF
60
High:
NKE
947.69NKELow:
CROX
6.3CROXDetails
P/E Ratio
36.87
High:CELH
623.65CELHLow:SYNA
-73.62SYNADetails
PEG Ratio
180.95
High:V
1,166.53VLow:PYPL
56.05PYPLDetails
Price/Book
13.87
High:MA
60.55MALow:BIIB
1.33BIIBDetails
Price/Sales
10.14
High:NVDA
23.3NVDALow:VC
0.68VCDetails
Price/CF
29.41
High:TSLA
99.57TSLALow:OXY
4.21OXYDetails
Price/FCF
60
High:NKE
947.69NKELow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.72% | Feb 2022 | Jun 2023 | 16 |
-13.74% | Feb 2025 | Jun 2025 | 4 |
-8.86% | Nov 2025 | - | 3 |
-8.37% | Aug 2023 | Nov 2023 | 3 |
-4.64% | Apr 2024 | May 2024 | 1 |
-3.32% | Jul 2024 | Sep 2024 | 2 |