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-1.88%
This Month
-4.66%
Year To Date
+144.98%
2 Years
+773.37%
5 Years
+773.37%
10 Years
+88.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.99%
- 🖥️ Technology Services40.79%
- 🚗 Consumer Durables8.91%
- 🛍️ Retail Trade4.22%
- 🧬 Health Technology2.07%
- 🪨 Non Energy Minerals1.36%
- 🛠️ Producer Manufacturing0.61%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96.3%
- 🇺🇸 NYSE2.3%
- 🇧🇪 Euronext Brussels0.97%
- 🇦🇺 Sydney0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.21%
- 🇨🇭 Switzerland2.66%
- 🇧🇪 Belgium0.97%
- 🇳🇱 Netherlands0.73%
- 🇦🇺 Australia0.4%
Dividends
Dividend Yield
0.22%
9 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $F (5.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9/10
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
1.96
1.96
0
0.5
1
2
2
Sortino Ratio
4.59
4.59
0
1
2
5
5
Jensen's Alpha
53.57
53.57
-2
0
2
54
54
Omega Ratio
4.85
4.85
0
1
1.5
5
5
Treynor Ratio
3.3
3.3
0
0.75
1.25
4
4
Information Ratio
1.99
1.99
0
0.3
0.6
2
2
Calmar Ratio
5.32
5.32
0
0.3
0.6
6
6
Beta
1.68
1.68
0
0.8
1.2
0
2
Sharpe Ratio
1.96
1.96
0
0.5
1
2
2
Sortino Ratio
4.59
4.59
0
1
2
5
5
Jensen's Alpha
53.57
53.57
-2
0
2
54
54
Omega Ratio
4.85
4.85
0
1
1.5
5
5
Treynor Ratio
3.3
3.3
0
0.75
1.25
4
4
Information Ratio
1.99
1.99
0
0.3
0.6
2
2
Calmar Ratio
5.32
5.32
0
0.3
0.6
6
6
Portfolio Valuation
Based on current positions
P/E Ratio
44.39
High:
TSLA
400.01TSLALow:
INTC
-567.4INTCDetails
PEG Ratio
111.93
High:
GRMN
778.12GRMNLow:INTC
-577.79INTCDetails
Price/Book
18.28
High:
PLTR
53.01PLTRLow:
UPLD
-0.81UPLDDetails
Price/Sales
13.39
High:PLTR
96.73PLTRLow:
QS
-QSDetails
Price/CF
36.62
High:PLTR
258.05PLTRLow:
F
2.37FDetails
Price/FCF
62.46
High:
IRBTQ
442.64IRBTQLow:UPLD
2.6UPLDDetails
P/E Ratio
44.39
High:TSLA
400.01TSLALow:INTC
-567.4INTCDetails
PEG Ratio
111.93
High:GRMN
778.12GRMNLow:INTC
-577.79INTCDetails
Price/Book
18.28
High:PLTR
53.01PLTRLow:UPLD
-0.81UPLDDetails
Price/Sales
13.39
High:PLTR
96.73PLTRLow:QS
-QSDetails
Price/CF
36.62
High:PLTR
258.05PLTRLow:F
2.37FDetails
Price/FCF
62.46
High:IRBTQ
442.64IRBTQLow:UPLD
2.6UPLDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.84% | Sep 2023 | Dec 2023 | 3 |
-14.24% | Nov 2025 | - | 4 |
-13.16% | Jan 2025 | May 2025 | 4 |
-11.46% | Dec 2022 | Jan 2023 | 1 |
-2.21% | Apr 2023 | May 2023 | 1 |