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-1.48%
This Month
-3%
Year To Date
+56.01%
2 Years
+125.23%
5 Years
+681.39%
10 Years
+21.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology73.42%
- 💵 Cash33.83%
- 🖥️ Technology Services22.83%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.25%
Dividends
Performance Metrics
Score 7.4/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
8.62
8.62
-2
0
2
9
9
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
8.62
8.62
-2
0
2
9
9
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.85
0.85
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32
High:
AAPL
33.39AAPLLow:
GOOG
28.02GOOGDetails
PEG Ratio
119
High:AAPL
130.52AAPLLow:GOOG
81.95GOOGDetails
Price/Book
23.07
High:AAPL
43.99AAPLLow:GOOG
8.81GOOGDetails
Price/Sales
9.02
High:GOOG
9.19GOOGLow:AAPL
8.97AAPLDetails
Price/CF
28.09
High:AAPL
29.89AAPLLow:GOOG
23.3GOOGDetails
Price/FCF
41.11
High:GOOG
60.7GOOGLow:AAPL
37.55AAPLDetails
P/E Ratio
32
High:AAPL
33.39AAPLLow:GOOG
28.02GOOGDetails
PEG Ratio
119
High:AAPL
130.52AAPLLow:GOOG
81.95GOOGDetails
Price/Book
23.07
High:AAPL
43.99AAPLLow:GOOG
8.81GOOGDetails
Price/Sales
9.02
High:GOOG
9.19GOOGLow:AAPL
8.97AAPLDetails
Price/CF
28.09
High:AAPL
29.89AAPLLow:GOOG
23.3GOOGDetails
Price/FCF
41.11
High:GOOG
60.7GOOGLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.44% | Jan 2022 | Jun 2023 | 17 |
-26.65% | Sep 2018 | Nov 2019 | 14 |
-17.15% | Dec 2015 | Dec 2016 | 12 |
-17.13% | Jan 2025 | Sep 2025 | 8 |
-16.46% | Feb 2020 | May 2020 | 3 |
-13.12% | Sep 2020 | Dec 2020 | 3 |
-11.32% | Aug 2023 | May 2024 | 9 |
-9.95% | Jun 2015 | Nov 2015 | 5 |
-6.78% | Sep 2021 | Nov 2021 | 2 |
-6.29% | Dec 2014 | Feb 2015 | 2 |
-5.6% | Mar 2018 | May 2018 | 2 |
-5.57% | Jun 2017 | Aug 2017 | 2 |
-5.14% | Dec 2025 | - | 3 |
-4.22% | Jan 2021 | Apr 2021 | 3 |
-3.8% | May 2021 | Jun 2021 | 1 |
-3.02% | Sep 2017 | Oct 2017 | 1 |
-2.78% | Mar 2015 | May 2015 | 2 |
-1.47% | Oct 2024 | Nov 2024 | 1 |
-1.13% | Mar 2014 | Apr 2014 | 1 |
-1.01% | Sep 2014 | Oct 2014 | 1 |
-0.46% | Dec 2017 | Jan 2018 | 1 |