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+9.62%
This Month
+9.62%
Year To Date
+72.75%
2 Years
+60.16%
5 Years
+60.16%
10 Years
+24.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.44%
- 🪙 Cryptocurrencies25.04%
- 🧬 Health Technology13.69%
- 🖥️ Technology Services7.61%
- 🛍️ Retail Trade7.1%
- 📡 Communications4.49%
- 🏥 Health Services3.58%
- 💵 Cash1.68%
- 🚗 Consumer Durables1.58%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.87%
- 🌍 Digital Currency25.04%
- 🇺🇸 NYSE19.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.86%
- 🇩🇰 Denmark11%
- 🇳🇱 Netherlands5.65%
- 🇮🇱 Israel2.1%
- 🇩🇪 Germany1.88%
Dividends
Dividend Yield
0.44%
10 out of 38 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
3.14
3.14
0
0.8
1.2
0
4
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-25.7
-25.7
-26
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
3.14
3.14
0
0.8
1.2
0
4
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-25.7
-25.7
-26
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.44
High:
AMD
124.91AMDLow:
PI
-369.79PIDetails
PEG Ratio
109.32
High:
META
479.82METALow:
ASTS
-233.5ASTSDetails
Price/Book
12.9
High:
AAPL
51.38AAPLLow:
RBRK
-24.12RBRKDetails
Price/Sales
6.67
High:
QUBT
3,400.83QUBTLow:
UNH
0.6UNHDetails
Price/CF
26.28
High:
NVAX
147.06NVAXLow:
IRDM
4.69IRDMDetails
Price/FCF
68.12
High:
ORCL
348.36ORCLLow:IRDM
7.66IRDMDetails
P/E Ratio
37.44
High:AMD
124.91AMDLow:PI
-369.79PIDetails
PEG Ratio
109.32
High:META
479.82METALow:ASTS
-233.5ASTSDetails
Price/Book
12.9
High:AAPL
51.38AAPLLow:RBRK
-24.12RBRKDetails
Price/Sales
6.67
High:QUBT
3,400.83QUBTLow:UNH
0.6UNHDetails
Price/CF
26.28
High:NVAX
147.06NVAXLow:IRDM
4.69IRDMDetails
Price/FCF
68.12
High:ORCL
348.36ORCLLow:IRDM
7.66IRDMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.46% | Dec 2024 | Aug 2025 | 8 |
-15.57% | Nov 2025 | - | 3 |
-9.89% | Jun 2024 | Nov 2024 | 5 |
-8.36% | Jan 2024 | Feb 2024 | 1 |
-6.65% | Apr 2024 | May 2024 | 1 |