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+1.2%
Today
+8.35%
This Month
+17.74%
Year To Date
+80.62%
2 Years
+452.14%
5 Years
+41.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š» Electronic Technology40.66%
- šŖ Cryptocurrencies23.07%
- š„ļø Technology Services18.65%
- š° Finance7.06%
- šļø Retail Trade6.76%
- š Transportation1.47%
- š ļø Producer Manufacturing1.45%
- š Industrial Services0.33%
- š§Ŗ Process Industries0.19%
- šŖØ Non Energy Minerals0.17%
- šµ Cash0.16%
- šāāļø Consumer Services0.1%
Exchanges Breakdown
- Exchange
- Total
- šŗšø Nasdaq59.93%
- š Digital Currency23.07%
- šŗšø NYSE16.9%
Countries Breakdown
- Country
- Total
- šŗšø United States66.59%
- š®š± Israel6.08%
- šØš³ China3.48%
- šØš Switzerland0.5%
- šØš¦ Canada0.19%
Dividends
Dividend Yield
0.15%
10 out of 28 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $DAL (1.15%)
Performance Metrics
Score 7.7/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
38.39
38.39
-2
0
2
39
39
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
38.39
38.39
-2
0
2
39
39
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.67
High:
MNDY
288.27MNDYLow:
LAC
-14,350LACDetails
PEG Ratio
-22.42
High:
MA
291.97MALow:LAC
-20,089.99LACDetails
Price/Book
21.74
High:LAC
1,074.91LACLow:
ETSY
-6.43ETSYDetails
Price/Sales
15.71
High:
NVDA
28.29NVDALow:LAC
-LACDetails
Price/CF
29.52
High:
GE
41.28GELow:
DAL
4.33DALDetails
Price/FCF
38.19
High:
AMZN
98.68AMZNLow:ETSY
7.38ETSYDetails
P/E Ratio
43.67
High:MNDY
288.27MNDYLow:LAC
-14,350LACDetails
PEG Ratio
-22.42
High:MA
291.97MALow:LAC
-20,089.99LACDetails
Price/Book
21.74
High:LAC
1,074.91LACLow:ETSY
-6.43ETSYDetails
Price/Sales
15.71
High:NVDA
28.29NVDALow:LAC
-LACDetails
Price/CF
29.52
High:GE
41.28GELow:DAL
4.33DALDetails
Price/FCF
38.19
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 | Jun 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 |