Loading...
-6.95%
This Month
-8.01%
Year To Date
+113.75%
2 Years
+922.02%
5 Years
+922.02%
10 Years
+161.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services51.82%
- 🛍️ Retail Trade34.93%
- 💰 Finance8.26%
- 💻 Electronic Technology2.1%
- ⛏️ Energy Minerals2.05%
- 🪙 Cryptocurrencies0.47%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq86.75%
- 🇺🇸 NYSE12.4%
- 🌍 Digital Currency0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.06%
- 🇹🇼 Taiwan2.1%
Dividends
Dividend Yield
0.42%
5 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OXY (2.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.7/10
Beta
3.5
3.5
0
0.8
1.2
0
4
Sharpe Ratio
1.87
1.87
0
0.5
1
2
2
Sortino Ratio
8.47
8.47
0
1
2
9
9
Jensen's Alpha
72.89
72.89
-2
0
2
73
73
Omega Ratio
7.05
7.05
0
1
1.5
8
8
Treynor Ratio
2.82
2.82
0
0.75
1.25
3
3
Information Ratio
1.77
1.77
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
3.5
3.5
0
0.8
1.2
0
4
Sharpe Ratio
1.87
1.87
0
0.5
1
2
2
Sortino Ratio
8.47
8.47
0
1
2
9
9
Jensen's Alpha
72.89
72.89
-2
0
2
73
73
Omega Ratio
7.05
7.05
0
1
1.5
8
8
Treynor Ratio
2.82
2.82
0
0.75
1.25
3
3
Information Ratio
1.77
1.77
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
31.04
High:
TSM
33.88TSMLow:
MSFT
26.92MSFTDetails
PEG Ratio
125.86
High:
V
582.73VLow:TSM
60.29TSMDetails
Price/Book
8.41
High:V
16.06VLow:
OXY
1.6OXYDetails
Price/Sales
6.77
High:V
15.03VLow:OXY
1.7OXYDetails
Price/CF
20.07
High:V
27.73VLow:OXY
4.21OXYDetails
Price/FCF
72.56
High:
AMZN
225.5AMZNLow:OXY
21.2OXYDetails
P/E Ratio
31.04
High:TSM
33.88TSMLow:MSFT
26.92MSFTDetails
PEG Ratio
125.86
High:V
582.73VLow:TSM
60.29TSMDetails
Price/Book
8.41
High:V
16.06VLow:OXY
1.6OXYDetails
Price/Sales
6.77
High:V
15.03VLow:OXY
1.7OXYDetails
Price/CF
20.07
High:V
27.73VLow:OXY
4.21OXYDetails
Price/FCF
72.56
High:AMZN
225.5AMZNLow:OXY
21.2OXYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.44% | Apr 2024 | May 2024 | 1 |
-15.42% | Feb 2025 | Jun 2025 | 4 |
-9.88% | Nov 2025 | - | 4 |
-7.26% | Jul 2024 | Oct 2024 | 3 |