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+7.52%
This Month
-5.32%
Year To Date
+423.56%
2 Years
+474.26%
5 Years
+504.66%
10 Years
+40.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services71.78%
- 🧪 Process Industries10.41%
- 🚗 Consumer Durables6.1%
- 💻 Electronic Technology5.4%
- 🧬 Health Technology4.45%
- 🛠️ Producer Manufacturing1.57%
- ⛏️ Energy Minerals0.11%
- 📊 ETFs0.06%
- 💰 Finance0.06%
- 🪙 Cryptocurrencies0.06%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.19%
- 🇺🇸 NYSE12.63%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇬🇧 LSE0.06%
- 🌍 Digital Currency0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.26%
- 🇬🇧 United Kingdom4.61%
- 🇳🇱 Netherlands4.38%
- 🇨🇭 Switzerland3.86%
- 🇮🇱 Israel0.45%
- 🇨🇳 China0.24%
- 🇫🇮 Finland0.08%
Dividends
Dividend Yield
0.82%
7 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FMC (9.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
29.76
29.76
-2
0
2
30
30
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
29.76
29.76
-2
0
2
30
30
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
52.14
High:
TSLA
377.27TSLALow:
NET
-631.21NETDetails
PEG Ratio
92.7
High:
PLTR
104.1PLTRLow:
NIO
-132.09NIODetails
Price/Book
12.45
High:PLTR
49.59PLTRLow:
BNGO
0.22BNGODetails
Price/Sales
13.42
High:
CRSP
1,628.53CRSPLow:BNGO
0.21BNGODetails
Price/CF
39.64
High:
MSTR
7,511.07MSTRLow:
OXY
3.86OXYDetails
Price/FCF
91.96
High:MSTR
1,187.5MSTRLow:CRSP
11.68CRSPDetails
P/E Ratio
52.14
High:TSLA
377.27TSLALow:NET
-631.21NETDetails
PEG Ratio
92.7
High:PLTR
104.1PLTRLow:NIO
-132.09NIODetails
Price/Book
12.45
High:PLTR
49.59PLTRLow:BNGO
0.22BNGODetails
Price/Sales
13.42
High:CRSP
1,628.53CRSPLow:BNGO
0.21BNGODetails
Price/CF
39.64
High:MSTR
7,511.07MSTRLow:OXY
3.86OXYDetails
Price/FCF
91.96
High:MSTR
1,187.5MSTRLow:CRSP
11.68CRSPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.41% | May 2021 | Feb 2024 | 33 |
-20.53% | Nov 2025 | - | 5 |
-10.73% | Mar 2024 | Jul 2024 | 4 |
-2.76% | Mar 2025 | Apr 2025 | 1 |