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+0.39%
This Month
+24.77%
Year To Date
+54.2%
2 Years
+70.42%
5 Years
+70.42%
10 Years
+11.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.47%
- 💻 Electronic Technology20.65%
- 💰 Finance10.13%
- 🖥️ Technology Services8.73%
- 🧩 Miscellaneous4.58%
- 🛍️ Retail Trade3.09%
- 🛠️ Producer Manufacturing2.49%
- 💇♀️ Consumer Services2.47%
- 🪨 Non Energy Minerals2.39%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.21%
- 🇩🇪 Xetra ETFs29.63%
- 🇺🇸 NYSE15.38%
- 🇬🇧 LSE13.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.45%
- 🇺🇾 Uruguay1.5%
Dividends
Dividend Yield
0.2%
13 out of 33 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.76%)
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
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-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
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.37
High:
WBD
130.81WBDLow:
NEM
14.1NEMDetails
PEG Ratio
316.11
High:
CDNS
5,476.28CDNSLow:NEM
2.71NEMDetails
Price/Book
7.11
High:
FTNT
86.08FTNTLow:
STX.US
-900.32STX.USDetails
Price/Sales
7.83
High:
AVGO
30.9AVGOLow:WBD
1.61WBDDetails
Price/CF
28.14
High:
HOOD
90.65HOODLow:
MU
7.87MUDetails
Price/FCF
56.1
High:
AMZN
225.5AMZNLow:WBD
11.71WBDDetails
P/E Ratio
33.37
High:WBD
130.81WBDLow:NEM
14.1NEMDetails
PEG Ratio
316.11
High:CDNS
5,476.28CDNSLow:NEM
2.71NEMDetails
Price/Book
7.11
High:FTNT
86.08FTNTLow:STX.US
-900.32STX.USDetails
Price/Sales
7.83
High:AVGO
30.9AVGOLow:WBD
1.61WBDDetails
Price/CF
28.14
High:HOOD
90.65HOODLow:MU
7.87MUDetails
Price/FCF
56.1
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 | - | 2 |