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+1.72%
This Month
-3.91%
Year To Date
+13.32%
2 Years
+40.89%
5 Years
+95.14%
10 Years
+8.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.86%
- 💵 Cash21.97%
- 💰 Finance10.39%
- 💻 Electronic Technology8.61%
- 🪙 Cryptocurrencies6.45%
- 🛍️ Retail Trade5.25%
- 💇♀️ Consumer Services2.96%
- 🚗 Consumer Durables2.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.88%
- 🇺🇸 NYSE27.49%
- 🌍 Digital Currency6.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.12%
- 🇮🇱 Israel2.95%
- 🇯🇵 Japan2.31%
Dividends
Dividend Yield
0.35%
9 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-2.66
-2.66
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-2.66
-2.66
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.02
High:
PANW
87.74PANWLow:
CRWD
-322.68CRWDDetails
PEG Ratio
205.04
High:
MCD
571.79MCDLow:
NVDA
56.47NVDADetails
Price/Book
9.85
High:
MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
8.58
High:CRWD
22.44CRWDLow:
CACI
1.54CACIDetails
Price/CF
23.75
High:CRWD
93.46CRWDLow:
META
14.62METADetails
Price/FCF
62.05
High:
ORCL
348.36ORCLLow:CACI
18.6CACIDetails
P/E Ratio
30.02
High:PANW
87.74PANWLow:CRWD
-322.68CRWDDetails
PEG Ratio
205.04
High:MCD
571.79MCDLow:NVDA
56.47NVDADetails
Price/Book
9.85
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
8.58
High:CRWD
22.44CRWDLow:CACI
1.54CACIDetails
Price/CF
23.75
High:CRWD
93.46CRWDLow:META
14.62METADetails
Price/FCF
62.05
High:ORCL
348.36ORCLLow:CACI
18.6CACIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Jan 2018 | Jul 2020 | 30 |
-29.75% | Nov 2021 | Mar 2024 | 28 |
-10.08% | Aug 2020 | Feb 2021 | 6 |
-9.61% | Nov 2025 | - | 5 |
-9.12% | Dec 2024 | May 2025 | 5 |
-7.44% | Apr 2024 | Nov 2024 | 7 |
-4.1% | Sep 2021 | Oct 2021 | 1 |
-2.6% | May 2021 | Jun 2021 | 1 |
-0.97% | Jul 2021 | Aug 2021 | 1 |