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+0.58%
This Month
+21%
Year To Date
+65.74%
2 Years
+155.64%
5 Years
+204.49%
10 Years
+23.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.8%
- 🛍️ Retail Trade18.45%
- 💰 Finance17.81%
- 💻 Electronic Technology15.77%
- 🏥 Health Services9.8%
- 🧬 Health Technology8.19%
- 🪙 Cryptocurrencies5.84%
- 🚗 Consumer Durables5.34%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.24%
- 🇺🇸 NYSE45.92%
- 🌍 Digital Currency5.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.09%
- 🇩🇰 Denmark8.19%
- 🇮🇱 Israel2.88%
Dividends
Dividend Yield
0.8%
8 out of 17 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.62%)
Performance Metrics
Score 7.3/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
3.88
3.88
-2
0
2
4.5
4.5
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
3.88
3.88
-2
0
2
4.5
4.5
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.49
High:
TSLA
303.71TSLALow:
RIVN
-5.81RIVNDetails
PEG Ratio
134.95
High:
BJ
555.66BJLow:RIVN
-13.08RIVNDetails
Price/Book
7.62
High:
NVDA
37.49NVDALow:
BRK.B
1.56BRK.BDetails
Price/Sales
5.53
High:NVDA
23.99NVDALow:BJ
0.57BJDetails
Price/CF
23.85
High:TSLA
99.57TSLALow:
GS
4.22GSDetails
Price/FCF
55.05
High:TSLA
229.45TSLALow:GS
4.8GSDetails
P/E Ratio
32.49
High:TSLA
303.71TSLALow:RIVN
-5.81RIVNDetails
PEG Ratio
134.95
High:BJ
555.66BJLow:RIVN
-13.08RIVNDetails
Price/Book
7.62
High:NVDA
37.49NVDALow:BRK.B
1.56BRK.BDetails
Price/Sales
5.53
High:NVDA
23.99NVDALow:BJ
0.57BJDetails
Price/CF
23.85
High:TSLA
99.57TSLALow:GS
4.22GSDetails
Price/FCF
55.05
High:TSLA
229.45TSLALow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.8% | Nov 2021 | Dec 2023 | 25 |
-12.67% | Feb 2025 | Jul 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 |
-2.55% | Nov 2025 | - | 2 |
-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 |