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-0.7%
This Month
+1.52%
Year To Date
+22.95%
2 Years
+37.11%
5 Years
+37.11%
10 Years
+14.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.94%
- 💰 Finance31.63%
- 💻 Electronic Technology20.76%
- 💵 Cash5.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.1%
- 🇺🇸 Nasdaq28.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.38%
Dividends
Performance Metrics
Score 4.8/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
-2.26
-2.26
-3
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.96
-0.96
-1
0.3
0.6
1
1
Calmar Ratio
2.1
2.1
0
0.3
0.6
3
3
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
-2.26
-2.26
-3
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.96
-0.96
-1
0.3
0.6
1
1
Calmar Ratio
2.1
2.1
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
25.73
High:
NVDA
37.34NVDALow:
BRK.B
15.7BRK.BDetails
PEG Ratio
49.83
High:NVDA
56.47NVDALow:
NDAQ
47.42NDAQDetails
Price/Book
4.09
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
5.97
High:NVDA
20.71NVDALow:
LMT
2.05LMTDetails
Price/CF
31.63
High:NVDA
44.64NVDALow:LMT
13.11LMTDetails
Price/FCF
48.77
High:NVDA
55.44NVDALow:LMT
29.7LMTDetails
P/E Ratio
25.73
High:NVDA
37.34NVDALow:BRK.B
15.7BRK.BDetails
PEG Ratio
49.83
High:NVDA
56.47NVDALow:NDAQ
47.42NDAQDetails
Price/Book
4.09
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
5.97
High:NVDA
20.71NVDALow:LMT
2.05LMTDetails
Price/CF
31.63
High:NVDA
44.64NVDALow:LMT
13.11LMTDetails
Price/FCF
48.77
High:NVDA
55.44NVDALow:LMT
29.7LMTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.34% | Dec 2024 | Jun 2025 | 6 |
-5.15% | Apr 2024 | May 2024 | 1 |
-1.18% | Feb 2026 | - | 2 |
-0.39% | Oct 2024 | Nov 2024 | 1 |
-0.05% | Oct 2025 | Nov 2025 | 1 |