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-2.74%
This Month
-2.74%
Year To Date
+51.87%
2 Years
+103.43%
5 Years
+103.43%
10 Years
+35.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance46.54%
- 🖥️ Technology Services25.7%
- 💼 Commercial Services22.28%
- 🏥 Health Services2.79%
- 🛍️ Retail Trade2.66%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.19%
- 🇺🇸 NYSE39.56%
- 🇬🇧 LSE5.13%
- 🇳🇱 Euronext Amsterdam5.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.02%
- 🇬🇧 United Kingdom7.87%
- 🇰🇾 Cayman Islands5.17%
- 🇳🇱 Netherlands5.09%
- 🇧🇷 Brazil2.9%
- 🇭🇰 Hong Kong2.72%
- 🇺🇾 Uruguay2.66%
- 🇮🇪 Ireland2.34%
- 🇨🇳 China2.2%
Dividends
Dividend Yield
0.52%
13 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QFIN (8.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
-0.69
-0.69
-2
0
2
4.5
4.5
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
-0.69
-0.69
-2
0
2
4.5
4.5
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.85
High:
RKT
277.71RKTLow:
BILL
-165.14BILLDetails
PEG Ratio
113.09
High:
VRSK
1,643.75VRSKLow:BILL
-325.56BILLDetails
Price/Book
5.47
High:VRSK
80.84VRSKLow:
FICO
-20.34FICODetails
Price/Sales
4.54
High:
HOOD
22.98HOODLow:
OSCR
0.37OSCRDetails
Price/CF
11.65
High:RKT
260.84RKTLow:
IBKR
1.13IBKRDetails
Price/FCF
12.8
High:RKT
575.65RKTLow:IBKR
1.13IBKRDetails
P/E Ratio
32.85
High:RKT
277.71RKTLow:BILL
-165.14BILLDetails
PEG Ratio
113.09
High:VRSK
1,643.75VRSKLow:BILL
-325.56BILLDetails
Price/Book
5.47
High:VRSK
80.84VRSKLow:FICO
-20.34FICODetails
Price/Sales
4.54
High:HOOD
22.98HOODLow:OSCR
0.37OSCRDetails
Price/CF
11.65
High:RKT
260.84RKTLow:IBKR
1.13IBKRDetails
Price/FCF
12.8
High:RKT
575.65RKTLow:IBKR
1.13IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.88% | Aug 2023 | Dec 2023 | 4 |
-13% | Dec 2024 | Jun 2025 | 6 |
-8.13% | Apr 2024 | Jul 2024 | 3 |
-7.87% | Sep 2025 | - | 5 |
-5.28% | Jan 2024 | Feb 2024 | 1 |
-1.91% | Jul 2025 | Aug 2025 | 1 |