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-7.9%
This Month
-11.47%
Year To Date
+15.27%
2 Years
+61.87%
5 Years
+61.87%
10 Years
+21.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.76%
- 📈 Indexes18.23%
- 💵 Cash4.72%
- 💰 Finance2.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq22.46%
- 🇺🇸 NYSE18.5%
- 🌍 CFD18.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.2%
Dividends
Dividend Yield
0.03%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NDAQ (1.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NDAQ | 0.03% | 1.22% | $0.9 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
-5.28
-5.28
-6
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.44
1.44
0
1
2
3
3
Jensen's Alpha
-5.28
-5.28
-6
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.82
High:NDAQ
28.82NDAQLow:NDAQ
28.82NDAQDetails
PEG Ratio
47.42
High:NDAQ
47.42NDAQLow:NDAQ
47.42NDAQDetails
Price/Book
4.15
High:NDAQ
4.15NDAQLow:NDAQ
4.15NDAQDetails
Price/Sales
6.25
High:NDAQ
6.25NDAQLow:NDAQ
6.25NDAQDetails
Price/CF
24.83
High:NDAQ
24.83NDAQLow:NDAQ
24.83NDAQDetails
Price/FCF
40.34
High:NDAQ
40.34NDAQLow:NDAQ
40.34NDAQDetails
P/E Ratio
28.82
High:NDAQ
28.82NDAQLow:NDAQ
28.82NDAQDetails
PEG Ratio
47.42
High:NDAQ
47.42NDAQLow:NDAQ
47.42NDAQDetails
Price/Book
4.15
High:NDAQ
4.15NDAQLow:NDAQ
4.15NDAQDetails
Price/Sales
6.25
High:NDAQ
6.25NDAQLow:NDAQ
6.25NDAQDetails
Price/CF
24.83
High:NDAQ
24.83NDAQLow:NDAQ
24.83NDAQDetails
Price/FCF
40.34
High:NDAQ
40.34NDAQLow:NDAQ
40.34NDAQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.73% | Feb 2025 | Jul 2025 | 5 |
-14.03% | Dec 2025 | - | 4 |
-8.65% | Aug 2023 | Nov 2023 | 3 |
-4.94% | Apr 2024 | Jun 2024 | 2 |
-0.79% | Oct 2024 | Nov 2024 | 1 |
-0.52% | Dec 2024 | Jan 2025 | 1 |