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+0.65%
This Month
+0.65%
Year To Date
+57.3%
2 Years
+65.31%
5 Years
+65.31%
10 Years
+12.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.36%
- 💰 Finance13.01%
- 📊 ETFs9.97%
- 🏭 Industrial Services7.79%
- 🪙 Cryptocurrencies7.36%
- 💇♀️ Consumer Services7.02%
- 🚚 Transportation6.57%
- 💻 Electronic Technology5.94%
- 🛠️ Producer Manufacturing5.62%
- 🚗 Consumer Durables4.92%
- 🛍️ Retail Trade4.04%
- 💼 Commercial Services4.02%
- 💵 Cash0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.56%
- 🇺🇸 Nasdaq40.84%
- 🌍 Digital Currency7.36%
- 🇬🇧 LSE2.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.87%
- 🇰🇾 Cayman Islands6.63%
- 🇹🇼 Taiwan5.94%
- 🇬🇧 United Kingdom2.85%
Dividends
Dividend Yield
0.48%
13 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BAC (2.08%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
2.1
2.1
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
2.1
2.1
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.22
High:
CRDO
133.75CRDOLow:
INTA
-106.12INTADetails
PEG Ratio
81.97
High:
META
433.38METALow:
XYZ
7.08XYZDetails
Price/Book
7.65
High:
MA
60.55MALow:
GM
1.09GMDetails
Price/Sales
6.83
High:CRDO
36.12CRDOLow:GM
0.4GMDetails
Price/CF
18.99
High:CRDO
197.95CRDOLow:GM
2.43GMDetails
Price/FCF
52.45
High:CRDO
245.17CRDOLow:
WFC
9.21WFCDetails
P/E Ratio
30.22
High:CRDO
133.75CRDOLow:INTA
-106.12INTADetails
PEG Ratio
81.97
High:META
433.38METALow:XYZ
7.08XYZDetails
Price/Book
7.65
High:MA
60.55MALow:GM
1.09GMDetails
Price/Sales
6.83
High:CRDO
36.12CRDOLow:GM
0.4GMDetails
Price/CF
18.99
High:CRDO
197.95CRDOLow:GM
2.43GMDetails
Price/FCF
52.45
High:CRDO
245.17CRDOLow:WFC
9.21WFCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.1% | Jan 2022 | Dec 2023 | 23 |
-18.12% | Feb 2025 | Jun 2025 | 4 |
-3.14% | Nov 2025 | - | 3 |
-2.63% | Apr 2024 | Jun 2024 | 2 |
-1.06% | Dec 2024 | Jan 2025 | 1 |