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+9.23%
This Month
+27.39%
Year To Date
+45.2%
2 Years
+2.56%
5 Years
+10.87%
10 Years
+1.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash59.13%
- 💻 Electronic Technology36.97%
- 📊 ETFs4.35%
- 🧩 Miscellaneous2.02%
- 🚗 Consumer Durables1.92%
- 🖥️ Technology Services1.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.02%
- 🇺🇸 NYSE7.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.38%
- 🇹🇼 Taiwan4.29%
- 🇬🇧 United Kingdom3.89%
Dividends
Dividend Yield
0.06%
8 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.69%)
Performance Metrics
Score 2.6/10
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-9.98
-9.98
-10
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.89
-0.89
-1
0.75
1.25
2
2
Information Ratio
-1.01
-1.01
-2
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
0.45
0.45
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-9.98
-9.98
-10
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.89
-0.89
-1
0.75
1.25
2
2
Information Ratio
-1.01
-1.01
-2
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.73
High:
ARM
464.84ARMLow:
GOOGL
28.39GOOGLDetails
PEG Ratio
409.69
High:ARM
3,592.02ARMLow:
MU
11.46MUDetails
Price/Book
17.3
High:ARM
50.52ARMLow:GOOGL
9.42GOOGLDetails
Price/Sales
16.42
High:ARM
85.41ARMLow:
AAPL
10.15AAPLDetails
Price/CF
25.72
High:ARM
106.02ARMLow:MU
15.48MUDetails
Price/FCF
52
High:
TSLA
187.89TSLALow:AAPL
32.24AAPLDetails
P/E Ratio
41.73
High:ARM
464.84ARMLow:GOOGL
28.39GOOGLDetails
PEG Ratio
409.69
High:ARM
3,592.02ARMLow:MU
11.46MUDetails
Price/Book
17.3
High:ARM
50.52ARMLow:GOOGL
9.42GOOGLDetails
Price/Sales
16.42
High:ARM
85.41ARMLow:AAPL
10.15AAPLDetails
Price/CF
25.72
High:ARM
106.02ARMLow:MU
15.48MUDetails
Price/FCF
52
High:TSLA
187.89TSLALow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.33% | Jan 2022 | - | 54 |
-9.4% | Feb 2021 | Oct 2021 | 8 |
-5.36% | Sep 2020 | Nov 2020 | 2 |
-1.45% | Dec 2020 | Jan 2021 | 1 |