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0%
This Month
0%
Year To Date
+68.36%
2 Years
+139.64%
5 Years
+613.62%
10 Years
+24.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.06%
- 🖥️ Technology Services49.44%
- 💵 Cash0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.5%
Dividends
Dividend Yield
0.34%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
9.42
9.42
-2
0
2
10
10
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
9.42
9.42
-2
0
2
10
10
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.63
High:
NVDA
46.19NVDALow:
GOOGL
30.88GOOGLDetails
PEG Ratio
135.02
High:
MSFT
216.53MSFTLow:NVDA
78.91NVDADetails
Price/Book
16.96
High:
AAPL
54.47AAPLLow:GOOGL
9.77GOOGLDetails
Price/Sales
12.54
High:NVDA
24.4NVDALow:AAPL
9.71AAPLDetails
Price/CF
30.08
High:NVDA
54.84NVDALow:GOOGL
19.59GOOGLDetails
Price/FCF
53.97
High:MSFT
72.5MSFTLow:AAPL
45.56AAPLDetails
P/E Ratio
36.63
High:NVDA
46.19NVDALow:GOOGL
30.88GOOGLDetails
PEG Ratio
135.02
High:MSFT
216.53MSFTLow:NVDA
78.91NVDADetails
Price/Book
16.96
High:AAPL
54.47AAPLLow:GOOGL
9.77GOOGLDetails
Price/Sales
12.54
High:NVDA
24.4NVDALow:AAPL
9.71AAPLDetails
Price/CF
30.08
High:NVDA
54.84NVDALow:GOOGL
19.59GOOGLDetails
Price/FCF
53.97
High:MSFT
72.5MSFTLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.61% | Jan 2022 | Nov 2023 | 22 |
-24.73% | Sep 2018 | Oct 2019 | 13 |
-14.94% | Jan 2025 | Jun 2025 | 5 |
-11.77% | Feb 2020 | Apr 2020 | 2 |
-10.88% | Sep 2020 | Dec 2020 | 3 |
-6.91% | Sep 2021 | Oct 2021 | 1 |
-6.54% | Mar 2018 | May 2018 | 2 |
-3.58% | Jun 2017 | Jul 2017 | 1 |
-2.91% | May 2021 | Jun 2021 | 1 |
-2.9% | Jul 2024 | Oct 2024 | 3 |
-1.63% | Sep 2017 | Oct 2017 | 1 |
-0.8% | Apr 2024 | May 2024 | 1 |
-0.57% | Nov 2025 | - | 3 |
-0.28% | Feb 2017 | Mar 2017 | 1 |
-0.04% | Dec 2017 | Jan 2018 | 1 |