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-0.64%
This Month
-7.71%
Year To Date
+33.57%
2 Years
+110.14%
5 Years
+180.79%
10 Years
+20.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.83%
- 🛍️ Retail Trade19.43%
- 💻 Electronic Technology16.42%
- 💰 Finance11.24%
- 🏥 Health Services10.05%
- 🧬 Health Technology6.87%
- 💵 Cash4.41%
- 🪙 Cryptocurrencies3.79%
- 🚗 Consumer Durables1.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.19%
- 🇺🇸 NYSE35.34%
- 🌍 Digital Currency3.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.25%
- 🇩🇰 Denmark6.87%
- 🇮🇱 Israel3.41%
Dividends
Dividend Yield
0.79%
7 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.19
2.19
-2
0
2
4.5
4.5
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
2.19
2.19
-2
0
2
4.5
4.5
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.12
High:
AMD
76.4AMDLow:
RIVN
-4.87RIVNDetails
PEG Ratio
233.01
High:
JPM
1,118.42JPMLow:RIVN
-13.88RIVNDetails
Price/Book
6.84
High:
NVDA
28.28NVDALow:
BRK.B
1.47BRK.BDetails
Price/Sales
5.35
High:NVDA
20.71NVDALow:
UNH
0.59UNHDetails
Price/CF
23.45
High:AMD
45.99AMDLow:JPM
8.75JPMDetails
Price/FCF
56.79
High:
AMZN
325.85AMZNLow:
ETOR
9.25ETORDetails
P/E Ratio
28.12
High:AMD
76.4AMDLow:RIVN
-4.87RIVNDetails
PEG Ratio
233.01
High:JPM
1,118.42JPMLow:RIVN
-13.88RIVNDetails
Price/Book
6.84
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
5.35
High:NVDA
20.71NVDALow:UNH
0.59UNHDetails
Price/CF
23.45
High:AMD
45.99AMDLow:JPM
8.75JPMDetails
Price/FCF
56.79
High:AMZN
325.85AMZNLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.8% | Nov 2021 | Dec 2023 | 25 |
-12.67% | Feb 2025 | Jul 2025 | 5 |
-9.61% | Nov 2025 | - | 5 |
-5.45% | Apr 2024 | May 2024 | 1 |
-4.49% | Sep 2020 | Nov 2020 | 2 |
-4.33% | Sep 2021 | Oct 2021 | 1 |
-3.11% | Dec 2024 | Jan 2025 | 1 |
-1.85% | Jul 2021 | Aug 2021 | 1 |
-1.4% | Aug 2024 | Sep 2024 | 1 |
-0.71% | Jan 2021 | Feb 2021 | 1 |
-0.37% | Jan 2024 | Feb 2024 | 1 |