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-11.65%
This Month
-6.22%
Year To Date
+4.35%
2 Years
-7.28%
5 Years
+575.73%
10 Years
+23.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.17%
- 🪙 Cryptocurrencies24.36%
- 🖥️ Technology Services20.92%
- 🚗 Consumer Durables6.63%
- 🧬 Health Technology6.58%
- 🛠️ Producer Manufacturing4.35%
- 💵 Cash3.93%
- ❓ Other3.44%
- 🪨 Non Energy Minerals1.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.52%
- 🌍 Digital Currency24.36%
- 🇺🇸 NYSE14.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.19%
- 🇬🇧 United Kingdom0.92%
- 🇨🇳 China0.48%
Dividends
Dividend Yield
0.09%
9 out of 35 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL | Pay Day | Oct 29, 2026 | $0.06 |
 IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
 NUE | Pay Day | Nov 10, 2026 | $0.56 |
 ROK | Ex-Dividend | Nov 17, 2026 | $1.38 |
 TER | Ex-Dividend | Dec 4, 2026 | $0.13 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 VRT | Ex-Dividend | Dec 14, 2026 | $0.06 |
 AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
NUE | Ex-Dividend | Dec 30, 2026 | $0.56 |
MRVL | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
Performance Metrics
Score 6.4/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
17.42
17.42
-2
0
2
18
18
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
17.42
17.42
-2
0
2
18
18
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.61
High:
CRWD
7,637.82CRWDLow:
NET
-616.83NETDetails
PEG Ratio
5.96
High:CRWD
67.97CRWDLow:MU
0.02MUDetails
Price/Book
19.08
High:NET
78.98NETLow:
BIDU
0.74BIDUDetails
Price/Sales
17.57
High:
RGTI
378.06RGTILow:
SKHY
-SKHYDetails
Price/CF
48.38
High:
ALAB
263.79ALABLow:
SYM
6.57SYMDetails
Price/FCF
65.39
High:ALAB
320.07ALABLow:SYM
7.45SYMDetails
P/E Ratio
54.61
High:CRWD
7,637.82CRWDLow:NET
-616.83NETDetails
PEG Ratio
5.96
High:CRWD
67.97CRWDLow:MU
0.02MUDetails
Price/Book
19.08
High:NET
78.98NETLow:BIDU
0.74BIDUDetails
Price/Sales
17.57
High:RGTI
378.06RGTILow:SKHY
-SKHYDetails
Price/CF
48.38
High:ALAB
263.79ALABLow:SYM
6.57SYMDetails
Price/FCF
65.39
High:ALAB
320.07ALABLow:SYM
7.45SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63% | May 2021 | Nov 2024 | 42 |
-55.17% | Jun 2019 | Nov 2020 | 17 |
-40.56% | Oct 2025 | - | 13 |
-32.69% | Feb 2018 | May 2019 | 15 |
-29.37% | Dec 2024 | Jul 2025 | 7 |
-3.36% | Sep 2017 | Nov 2017 | 2 |
-2.72% | Aug 2025 | Sep 2025 | 1 |
-0.35% | Dec 2020 | Jan 2021 | 1 |