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+0.85%
Today
+2.99%
This Month
-5.76%
Year To Date
+63.23%
2 Years
+410.04%
5 Years
+37.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology34.71%
- šŖ Cryptocurrencies22.77%
- š„ļø Technology Services17.52%
- š° Finance9.03%
- šļø Retail Trade8.06%
- šµ Cash6.04%
- š Transportation1.48%
- š ļø Producer Manufacturing1.3%
- š Industrial Services0.37%
- š§Ŗ Process Industries0.25%
- šŖØ Non Energy Minerals0.16%
- šāāļø Consumer Services0.1%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq52.96%
- š Digital Currency22.77%
- šŗšø NYSE20.01%
Countries Breakdown
- Country
- Total
- šŗšø United States63.45%
- šØš³ China4.73%
- š®š± Israel4.01%
- šØš Switzerland0.53%
- šØš¦ Canada0.25%
Dividends
Dividend Yield
0.19%
10 out of 27 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $DAL (1.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MA | Pay Day | May 9, 2025 | $0.76 |
 AAPL | Ex-Dividend | May 12, 2025 | $0.26 |
 V | Ex-Dividend | May 13, 2025 | $0.59 |
 DAL | Ex-Dividend | May 13, 2025 | $0.15 |
AAPL | Pay Day | May 15, 2025 | $0.26 |
 GEV | Pay Day | May 16, 2025 | -$0.25 |
V | Pay Day | Jun 2, 2025 | $0.59 |
DAL | Pay Day | Jun 3, 2025 | $0.15 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
Performance Metrics
Score 7.5/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
39.21
39.21
-2
0
2
40
40
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
2.67
2.67
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
39.21
39.21
-2
0
2
40
40
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
2.67
2.67
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.02
High:
MNDY
455.61MNDYLow:
LAC
-15,100LACDetails
PEG Ratio
-71.1
High:
MA
296.51MALow:LAC
-21,139.99LACDetails
Price/Book
13.67
High:LAC
1,070.92LACLow:
ETSY
-5.21ETSYDetails
Price/Sales
10.69
High:
NVDA
21.5NVDALow:LAC
-LACDetails
Price/CF
32.68
High:NVDA
54.98NVDALow:
DAL
3.56DALDetails
Price/FCF
48.52
High:
AMZN
98.68AMZNLow:ETSY
7.38ETSYDetails
P/E Ratio
31.02
High:MNDY
455.61MNDYLow:LAC
-15,100LACDetails
PEG Ratio
-71.1
High:MA
296.51MALow:LAC
-21,139.99LACDetails
Price/Book
13.67
High:LAC
1,070.92LACLow:ETSY
-5.21ETSYDetails
Price/Sales
10.69
High:NVDA
21.5NVDALow:LAC
-LACDetails
Price/CF
32.68
High:NVDA
54.98NVDALow:DAL
3.56DALDetails
Price/FCF
48.52
High:AMZN
98.68AMZNLow:ETSY
7.38ETSYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.46% | May 2021 | Jul 2022 | 14 |
-35.13% | Dec 2020 | Mar 2021 | 3 |
-21.57% | Aug 2020 | Nov 2020 | 3 |
-18.94% | Aug 2023 | Dec 2023 | 4 |
-15.74% | Aug 2022 | Jan 2023 | 5 |
-15.28% | Feb 2025 | - | 4 |
-10.57% | Feb 2023 | May 2023 | 3 |
-7.02% | Apr 2024 | May 2024 | 1 |
-3.41% | Dec 2024 | Jan 2025 | 1 |
-1.38% | Jul 2024 | Sep 2024 | 2 |