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+3.44%
This Month
+3.44%
Year To Date
+57.42%
2 Years
+74.63%
5 Years
+77.67%
10 Years
+11.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.41%
- 💻 Electronic Technology19.39%
- 💰 Finance9.14%
- 🖥️ Technology Services8.08%
- 🧩 Miscellaneous4.44%
- 🛠️ Producer Manufacturing3.17%
- 🧪 Process Industries3.01%
- 🛍️ Retail Trade2.97%
- 🪨 Non Energy Minerals2.92%
- 💇♀️ Consumer Services2.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.47%
- 🇩🇪 Xetra ETFs28.95%
- 🇺🇸 NYSE15.79%
- 🇬🇧 LSE13.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.73%
- 🇺🇾 Uruguay1.42%
Dividends
Dividend Yield
0.19%
13 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.47
2.47
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
2.47
2.47
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.19
High:
WBD
150.53WBDLow:
ALB
-108.05ALBDetails
PEG Ratio
314.65
High:
CDNS
4,984.27CDNSLow:ALB
-119.44ALBDetails
Price/Book
5.93
High:
APP
129.89APPLow:
STX.US
-1,104.9STX.USDetails
Price/Sales
6.64
High:APP
34.93APPLow:WBD
1.85WBDDetails
Price/CF
28.42
High:
HOOD
90.65HOODLow:WBD
9.26WBDDetails
Price/FCF
55.19
High:
AMZN
225.5AMZNLow:WBD
11.71WBDDetails
P/E Ratio
30.19
High:WBD
150.53WBDLow:ALB
-108.05ALBDetails
PEG Ratio
314.65
High:CDNS
4,984.27CDNSLow:ALB
-119.44ALBDetails
Price/Book
5.93
High:APP
129.89APPLow:STX.US
-1,104.9STX.USDetails
Price/Sales
6.64
High:APP
34.93APPLow:WBD
1.85WBDDetails
Price/CF
28.42
High:HOOD
90.65HOODLow:WBD
9.26WBDDetails
Price/FCF
55.19
High:AMZN
225.5AMZNLow:WBD
11.71WBDDetails
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 |
-5.38% | Feb 2025 | May 2025 | 3 |
-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 |