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-1.05%
This Month
-1.05%
Year To Date
+37.22%
2 Years
+76.73%
5 Years
+156.56%
10 Years
+11.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.82%
- 💵 Cash25.98%
- 💻 Electronic Technology11.97%
- 💰 Finance10.32%
- 🪙 Cryptocurrencies8.7%
- 🛍️ Retail Trade5.51%
- 🚗 Consumer Durables2.71%
- 💇♀️ Consumer Services2.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.88%
- 🇺🇸 NYSE31.1%
- 🌍 Digital Currency8.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.27%
- 🇯🇵 Japan2.71%
Dividends
Dividend Yield
0.39%
10 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.38%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-0.01
-0.01
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-0.01
-0.01
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.31
High:
PANW
116.74PANWLow:
CRWD
-350.43CRWDDetails
PEG Ratio
313.13
High:
V
1,166.53VLow:
NOC
32.6NOCDetails
Price/Book
11.42
High:
MA
60.55MALow:
MCD
-99.7MCDDetails
Price/Sales
8.85
High:CRWD
24.37CRWDLow:
CACI
1.57CACIDetails
Price/CF
26.97
High:CRWD
93.46CRWDLow:CACI
16.18CACIDetails
Price/FCF
67.84
High:
ORCL
348.36ORCLLow:CACI
18.06CACIDetails
P/E Ratio
34.31
High:PANW
116.74PANWLow:CRWD
-350.43CRWDDetails
PEG Ratio
313.13
High:V
1,166.53VLow:NOC
32.6NOCDetails
Price/Book
11.42
High:MA
60.55MALow:MCD
-99.7MCDDetails
Price/Sales
8.85
High:CRWD
24.37CRWDLow:CACI
1.57CACIDetails
Price/CF
26.97
High:CRWD
93.46CRWDLow:CACI
16.18CACIDetails
Price/FCF
67.84
High:ORCL
348.36ORCLLow:CACI
18.06CACIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Jan 2018 | Jul 2020 | 30 |
-29.75% | Nov 2021 | Mar 2024 | 28 |
-9.12% | Dec 2024 | May 2025 | 5 |
-7.44% | Apr 2024 | Nov 2024 | 7 |
-5.32% | Nov 2025 | - | 3 |
-4.1% | Sep 2021 | Oct 2021 | 1 |
-2.6% | May 2021 | Jun 2021 | 1 |
-2.36% | Sep 2020 | Nov 2020 | 2 |
-1.67% | Dec 2020 | Jan 2021 | 1 |
-0.97% | Jul 2021 | Aug 2021 | 1 |