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-3.23%
This Month
+8.9%
Year To Date
+43.06%
2 Years
+285.28%
5 Years
+387.96%
10 Years
+31.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.65%
- 💻 Electronic Technology32.3%
- 🧩 Miscellaneous17.79%
- 💵 Cash12.58%
- 🍞 Consumer Non Durables3.8%
- 🪙 Cryptocurrencies1.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.09%
- 🇺🇸 NYSE38.45%
- 🌍 Digital Currency1.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.1%
Dividends
Dividend Yield
0.2%
3 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CL (2.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 8.9/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.54
2.54
0
1
2
3
3
Jensen's Alpha
17.14
17.14
-2
0
2
18
18
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
2.33
2.33
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
1.2
1.2
0
0.3
0.6
2
2
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.54
2.54
0
1
2
3
3
Jensen's Alpha
17.14
17.14
-2
0
2
18
18
Omega Ratio
2.25
2.25
0
1
1.5
3
3
Treynor Ratio
2.33
2.33
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
1.2
1.2
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.49
High:NVDA
33.49NVDALow:
CL
33.02CLDetails
PEG Ratio
30.57
High:NVDA
30.57NVDALow:NVDA
30.57NVDADetails
Price/Book
27.13
High:CL
469.62CLLow:NVDA
27.09NVDADetails
Price/Sales
20.87
High:NVDA
21.04NVDALow:CL
3.29CLDetails
Price/CF
40.33
High:NVDA
40.43NVDALow:CL
15.79CLDetails
Price/FCF
48.3
High:NVDA
48.33NVDALow:CL
32.83CLDetails
P/E Ratio
33.49
High:NVDA
33.49NVDALow:CL
33.02CLDetails
PEG Ratio
30.57
High:NVDA
30.57NVDALow:NVDA
30.57NVDADetails
Price/Book
27.13
High:CL
469.62CLLow:NVDA
27.09NVDADetails
Price/Sales
20.87
High:NVDA
21.04NVDALow:CL
3.29CLDetails
Price/CF
40.33
High:NVDA
40.43NVDALow:CL
15.79CLDetails
Price/FCF
48.3
High:NVDA
48.33NVDALow:CL
32.83CLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.19% | Dec 2021 | May 2023 | 17 |
-16.6% | Dec 2024 | Jun 2025 | 6 |
-9.64% | Sep 2023 | Nov 2023 | 2 |
-5.97% | Feb 2026 | Apr 2026 | 2 |
-5.51% | Sep 2021 | Oct 2021 | 1 |
-3.91% | Oct 2020 | Nov 2020 | 1 |
-3.72% | Apr 2024 | May 2024 | 1 |
-3.23% | Jun 2026 | - | 1 |
-2.82% | Jul 2024 | Sep 2024 | 2 |
-2.47% | Nov 2025 | Jan 2026 | 2 |
-1.2% | Jan 2021 | Mar 2021 | 2 |