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-0.81%
This Month
+22.59%
Year To Date
+77.98%
2 Years
+157.97%
5 Years
+188.17%
10 Years
+22.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.3%
- 🖥️ Technology Services28.48%
- 📊 ETFs20.61%
- 💰 Finance7.15%
- 🛍️ Retail Trade6.72%
- 🧬 Health Technology3.39%
- 🪙 Cryptocurrencies0.86%
- 💵 Cash0.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.5%
- 🇺🇸 NYSE31.15%
- 🌍 Digital Currency0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.04%
Dividends
Dividend Yield
0.26%
8 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.82%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.18
1.18
0
0.3
0.6
2
2
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
6.51
6.51
-2
0
2
7
7
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
1.18
1.18
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.01
High:
ON
71.72ONLow:
JPM
15.78JPMDetails
PEG Ratio
120.45
High:
META
462.29METALow:
LLY
42.02LLYDetails
Price/Book
14.25
High:
MA
65.12MALow:JPM
2.55JPMDetails
Price/Sales
10.23
High:
NVDA
22.9NVDALow:JPM
3.17JPMDetails
Price/CF
27.66
High:NVDA
54.84NVDALow:ON
11.26ONDetails
Price/FCF
54.67
High:
AMZN
225.5AMZNLow:ON
14.69ONDetails
P/E Ratio
35.01
High:ON
71.72ONLow:JPM
15.78JPMDetails
PEG Ratio
120.45
High:META
462.29METALow:LLY
42.02LLYDetails
Price/Book
14.25
High:MA
65.12MALow:JPM
2.55JPMDetails
Price/Sales
10.23
High:NVDA
22.9NVDALow:JPM
3.17JPMDetails
Price/CF
27.66
High:NVDA
54.84NVDALow:ON
11.26ONDetails
Price/FCF
54.67
High:AMZN
225.5AMZNLow:ON
14.69ONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.3% | Dec 2021 | Mar 2023 | 15 |
-13.89% | Aug 2023 | Dec 2023 | 4 |
-10.73% | Feb 2025 | Jun 2025 | 4 |
-9.62% | May 2021 | Aug 2021 | 3 |
-8.07% | Sep 2020 | Nov 2020 | 2 |
-3.34% | Apr 2023 | May 2023 | 1 |
-2.54% | Sep 2021 | Oct 2021 | 1 |
-1.12% | Feb 2021 | Apr 2021 | 2 |
-1.02% | Apr 2024 | May 2024 | 1 |
-0.81% | Dec 2025 | - | 1 |
-0.6% | Jul 2024 | Aug 2024 | 1 |