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-5.54%
This Month
+33.54%
Year To Date
+85.02%
2 Years
+133.47%
5 Years
+129.37%
10 Years
+16.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.76%
- 📊 ETFs24.27%
- 🧩 Miscellaneous19.04%
- 🖥️ Technology Services5.56%
- 💰 Finance5.52%
- 🛠️ Producer Manufacturing4.09%
- 🧪 Process Industries3.97%
- 🛍️ Retail Trade2.79%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.56%
- 🇩🇪 Xetra ETFs27.15%
- 🇬🇧 LSE16.16%
- 🇺🇸 NYSE16.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.88%
- 🇸🇬 Singapore4.17%
- 🇺🇾 Uruguay1.64%
Dividends
Dividend Yield
0.16%
11 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DD (1.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 6.9/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.68
4.68
-2
0
2
5
5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
4.68
4.68
-2
0
2
5
5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.28
High:
AMD
183.1AMDLow:
DD
-664.76DDDetails
PEG Ratio
63.17
High:
CDNS
1,058.45CDNSLow:DD
-1,047.52DDDetails
Price/Book
7.25
High:
STX.US
186.56STX.USLow:DD
1.31DDDetails
Price/Sales
8.32
High:
LITE
31.01LITELow:DD
1.91DDDetails
Price/CF
22.74
High:
COHR
333.3COHRLow:JPM
5.39JPMDetails
Price/FCF
35.1
High:LITE
593.01LITELow:JPM
6.1JPMDetails
P/E Ratio
31.28
High:AMD
183.1AMDLow:DD
-664.76DDDetails
PEG Ratio
63.17
High:CDNS
1,058.45CDNSLow:DD
-1,047.52DDDetails
Price/Book
7.25
High:STX.US
186.56STX.USLow:DD
1.31DDDetails
Price/Sales
8.32
High:LITE
31.01LITELow:DD
1.91DDDetails
Price/CF
22.74
High:COHR
333.3COHRLow:JPM
5.39JPMDetails
Price/FCF
35.1
High:LITE
593.01LITELow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.7% | Jan 2022 | Jul 2023 | 18 |
-10.09% | Mar 2021 | Dec 2021 | 9 |
-6.92% | Aug 2023 | Nov 2023 | 3 |
-5.54% | Jul 2026 | - | 1 |
-5.38% | Feb 2025 | May 2025 | 3 |
-4.91% | Mar 2026 | Apr 2026 | 1 |
-4.88% | Apr 2024 | May 2024 | 1 |
-2.42% | Dec 2024 | Jan 2025 | 1 |
-1.91% | Jul 2024 | Aug 2024 | 1 |
-0.79% | Aug 2025 | Sep 2025 | 1 |
-0.56% | Nov 2025 | Dec 2025 | 1 |