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+0.93%
Today
+4.15%
This Month
+9.68%
Year To Date
+62.39%
2 Years
+175.18%
5 Years
+23.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š° Finance23.41%
- š„ļø Technology Services21.7%
- šļø Retail Trade17.41%
- š» Electronic Technology15.89%
- šŖ Cryptocurrencies8.71%
- š„ Health Services6.09%
- š Consumer Durables6.08%
- šµ Cash1%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq51.59%
- šŗšø NYSE38.99%
- š Digital Currency8.71%
Countries Breakdown
- Country
- Total
- šŗšø United States89.67%
- š®š± Israel0.91%
Dividends
Dividend Yield
0.63%
9 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.01%)
Performance Metrics
Score 7.2/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.46
High:
TSLA
181.29TSLALow:
CRWD
-681.21CRWDDetails
PEG Ratio
112.29
High:
MSFT
325.82MSFTLow:
RIVN
-10.4RIVNDetails
Price/Book
7.74
High:
NVDA
50.15NVDALow:
BRK.B
1.56BRK.BDetails
Price/Sales
5.82
High:CRWD
28.59CRWDLow:
UNH
0.63UNHDetails
Price/CF
21.47
High:CRWD
77.06CRWDLow:
GS
3.2GSDetails
Price/FCF
43.27
High:TSLA
134.59TSLALow:GS
3.63GSDetails
P/E Ratio
32.46
High:TSLA
181.29TSLALow:CRWD
-681.21CRWDDetails
PEG Ratio
112.29
High:MSFT
325.82MSFTLow:RIVN
-10.4RIVNDetails
Price/Book
7.74
High:NVDA
50.15NVDALow:BRK.B
1.56BRK.BDetails
Price/Sales
5.82
High:CRWD
28.59CRWDLow:UNH
0.63UNHDetails
Price/CF
21.47
High:CRWD
77.06CRWDLow:GS
3.2GSDetails
Price/FCF
43.27
High:TSLA
134.59TSLALow:GS
3.63GSDetails
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 |
-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 |