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+4.12%
This Month
+4.12%
Year To Date
+62.88%
2 Years
+72.48%
5 Years
+72.48%
10 Years
+26.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.25%
- 🧬 Health Technology9.28%
- 💻 Electronic Technology6.37%
- 📊 ETFs5.36%
- 🖥️ Technology Services4.61%
- 🛠️ Producer Manufacturing4.36%
- 💰 Finance3.88%
- 💇♀️ Consumer Services2.6%
- 🏥 Health Services2.05%
- 🪙 Cryptocurrencies1.69%
- 🪨 Non Energy Minerals0.97%
- 🚗 Consumer Durables0.66%
- 🍞 Consumer Non Durables0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.59%
- 🇺🇸 NYSE18.51%
- 🌍 Digital Currency1.69%
- 🇺🇸 Chicago Board Options Exchange1.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.57%
- 🇩🇰 Denmark7.55%
- 🇧🇷 Brazil0.97%
- 🇨🇭 Switzerland0.41%
- 🇮🇱 Israel0.29%
- 🇸🇪 Sweden0.18%
- 🇨🇳 China0.17%
Dividends
Dividend Yield
0.2%
6 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
2.73
2.73
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
2.21
2.21
0
0.3
0.6
3
3
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
2.73
2.73
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
2.21
2.21
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
18.75
High:
LSCC
422.27LSCCLow:
MDB
-436.3MDBDetails
PEG Ratio
137.82
High:
BKNG
892.35BKNGLow:MDB
-637.2MDBDetails
Price/Book
2.69
High:
MA
60.55MALow:BKNG
-34.29BKNGDetails
Price/Sales
3.92
High:
AUR
4,245.3AURLow:
ACHR
-ACHRDetails
Price/CF
20.79
High:
AEHR
1,917.88AEHRLow:
IMMR
5IMMRDetails
Price/FCF
58.84
High:
NKE
947.69NKELow:IMMR
5.53IMMRDetails
P/E Ratio
18.75
High:LSCC
422.27LSCCLow:MDB
-436.3MDBDetails
PEG Ratio
137.82
High:BKNG
892.35BKNGLow:MDB
-637.2MDBDetails
Price/Book
2.69
High:MA
60.55MALow:BKNG
-34.29BKNGDetails
Price/Sales
3.92
High:AUR
4,245.3AURLow:ACHR
-ACHRDetails
Price/CF
20.79
High:AEHR
1,917.88AEHRLow:IMMR
5IMMRDetails
Price/FCF
58.84
High:NKE
947.69NKELow:IMMR
5.53IMMRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.93% | Dec 2024 | May 2025 | 5 |
-7.2% | Mar 2024 | Oct 2024 | 7 |
-4.07% | Nov 2025 | Jan 2026 | 2 |
-1.03% | Jan 2024 | Feb 2024 | 1 |
-0.71% | Oct 2023 | Nov 2023 | 1 |