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+0.39%
This Month
+2.68%
Year To Date
+21.96%
2 Years
+34.56%
5 Years
+166.22%
10 Years
+11.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.08%
- 💻 Electronic Technology16.61%
- 🪙 Cryptocurrencies14.35%
- 💰 Finance11.71%
- 🛠️ Producer Manufacturing5.45%
- 🚗 Consumer Durables4.89%
- 💇♀️ Consumer Services4.7%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.27%
- 🇺🇸 NYSE37.27%
- 🌍 Digital Currency14.35%
- 🇺🇸 OTC Markets Stock Exchange4.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.54%
- 🇯🇵 Japan4.89%
Dividends
Dividend Yield
0.84%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-0.5
-0.5
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-0.5
-0.5
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.5
High:
NVDA
32.31NVDALow:
NOC
16.86NOCDetails
PEG Ratio
165.87
High:
META
401.05METALow:NVDA
29.49NVDADetails
Price/Book
9.22
High:
MA
69.54MALow:
MCD
-151.69MCDDetails
Price/Sales
9.91
High:NVDA
20.3NVDALow:NOC
1.82NOCDetails
Price/CF
18.26
High:NVDA
40.43NVDALow:META
11.83METADetails
Price/FCF
45.63
High:
ORCL
348.36ORCLLow:MA
30.72MADetails
P/E Ratio
25.5
High:NVDA
32.31NVDALow:NOC
16.86NOCDetails
PEG Ratio
165.87
High:META
401.05METALow:NVDA
29.49NVDADetails
Price/Book
9.22
High:MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
9.91
High:NVDA
20.3NVDALow:NOC
1.82NOCDetails
Price/CF
18.26
High:NVDA
40.43NVDALow:META
11.83METADetails
Price/FCF
45.63
High:ORCL
348.36ORCLLow:MA
30.72MADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.88% | Jan 2018 | Jul 2020 | 30 |
-29.75% | Nov 2021 | Mar 2024 | 28 |
-11.47% | Nov 2025 | - | 11 |
-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 |
-2.36% | Sep 2020 | Nov 2020 | 2 |
-1.67% | Dec 2020 | Jan 2021 | 1 |
-0.97% | Jul 2021 | Aug 2021 | 1 |