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+0.1%
This Month
+0.1%
Year To Date
+40.75%
2 Years
+40.75%
5 Years
+40.75%
10 Years
+31.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.75%
- 💰 Finance15.49%
- 💻 Electronic Technology14.96%
- 🚗 Consumer Durables10.23%
- 🛍️ Retail Trade8.47%
- 🪨 Non Energy Minerals5.29%
- 🏥 Health Services4.53%
- 💇♀️ Consumer Services3.77%
- 💵 Cash0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.46%
- 🇺🇸 NYSE28.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.34%
- 🇨🇳 China8.58%
- 🇮🇱 Israel6.41%
- 🇭🇰 Hong Kong4.17%
Dividends
Dividend Yield
0%
1 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
2.05
2.05
-2
0
2
4.5
4.5
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
2.58
2.58
0
0.3
0.6
3
3
Beta
1.92
1.92
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.86
1.86
0
1
2
3
3
Jensen's Alpha
2.05
2.05
-2
0
2
4.5
4.5
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
2.58
2.58
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
62.84
High:
DDOG
396.34DDOGLow:
BE
-5,214.78BEDetails
PEG Ratio
-473.35
High:
PLTR
338.8PLTRLow:BE
-4,622.6BEDetails
Price/Book
22.13
High:
APP
129.89APPLow:
GH
-40.51GHDetails
Price/Sales
16.49
High:PLTR
111.21PLTRLow:
SMCI
0.99SMCIDetails
Price/CF
61.83
High:PLTR
258.05PLTRLow:
RIVN
16.51RIVNDetails
Price/FCF
71.3
High:
MP
277.68MPLow:
BIDU
15.08BIDUDetails
P/E Ratio
62.84
High:DDOG
396.34DDOGLow:BE
-5,214.78BEDetails
PEG Ratio
-473.35
High:PLTR
338.8PLTRLow:BE
-4,622.6BEDetails
Price/Book
22.13
High:APP
129.89APPLow:GH
-40.51GHDetails
Price/Sales
16.49
High:PLTR
111.21PLTRLow:SMCI
0.99SMCIDetails
Price/CF
61.83
High:PLTR
258.05PLTRLow:RIVN
16.51RIVNDetails
Price/FCF
71.3
High:MP
277.68MPLow:BIDU
15.08BIDUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.16% | Nov 2025 | - | 3 |
-12.65% | Feb 2025 | May 2025 | 3 |
-6.12% | Dec 2024 | Jan 2025 | 1 |