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+0.4%
This Month
-4.71%
Year To Date
+49.51%
2 Years
+79.06%
5 Years
+24.86%
10 Years
+3.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology57.74%
- 🖥️ Technology Services16.12%
- 📊 ETFs10.91%
- 🛍️ Retail Trade8.98%
- 📡 Communications3.77%
- 🚗 Consumer Durables1.53%
- 💵 Cash0.79%
- 🧪 Process Industries0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.09%
- 🇺🇸 NYSE19.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.57%
- 🇮🇱 Israel3.17%
- 🇫🇮 Finland3%
- 🇨🇳 China2.8%
Dividends
Dividend Yield
0.44%
7 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (5.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-5.85
-5.85
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-5.85
-5.85
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.22
High:
PLTR
242.08PLTRLow:
CYBR
-139.7CYBRDetails
PEG Ratio
85.08
High:
AAPL
129.82AAPLLow:
GEVO
-23.64GEVODetails
Price/Book
19.86
High:PLTR
49.59PLTRLow:GEVO
0.99GEVODetails
Price/Sales
11.28
High:PLTR
88.09PLTRLow:
GM
0.39GMDetails
Price/CF
33.46
High:PLTR
214.31PLTRLow:GM
2.8GMDetails
Price/FCF
51.59
High:
BABA
1,196.17BABALow:
VZ
19.96VZDetails
P/E Ratio
34.22
High:PLTR
242.08PLTRLow:CYBR
-139.7CYBRDetails
PEG Ratio
85.08
High:AAPL
129.82AAPLLow:GEVO
-23.64GEVODetails
Price/Book
19.86
High:PLTR
49.59PLTRLow:GEVO
0.99GEVODetails
Price/Sales
11.28
High:PLTR
88.09PLTRLow:GM
0.39GMDetails
Price/CF
33.46
High:PLTR
214.31PLTRLow:GM
2.8GMDetails
Price/FCF
51.59
High:BABA
1,196.17BABALow:VZ
19.96VZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.77% | Feb 2020 | Nov 2024 | 57 |
-10.81% | Jan 2025 | Jun 2025 | 5 |
-10.05% | Nov 2025 | - | 5 |