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+14.47%
This Month
+3.9%
Year To Date
+42.9%
2 Years
+42.9%
5 Years
+42.9%
10 Years
+42.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology47.75%
- 🏥 Health Services42.62%
- 🖥️ Technology Services6.73%
- 💵 Cash3.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.48%
- 🇺🇸 NYSE42.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.1%
Dividends
Dividend Yield
1.31%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.72%)
Performance Metrics
Score 7.1/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.62
2.62
0
1
2
3
3
Jensen's Alpha
3.38
3.38
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
2.21
2.21
0
0.3
0.6
3
3
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.62
2.62
0
1
2
3
3
Jensen's Alpha
3.38
3.38
-2
0
2
4.5
4.5
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
2.21
2.21
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
35.46
High:
NVDA
41.22NVDALow:
UNH
24.52UNHDetails
PEG Ratio
96.92
High:
AAPL
133.65AAPLLow:NVDA
62.34NVDADetails
Price/Book
19.61
High:AAPL
45.05AAPLLow:UNH
3.11UNHDetails
Price/Sales
6.73
High:NVDA
22.86NVDALow:UNH
0.66UNHDetails
Price/CF
32.56
High:NVDA
44.64NVDALow:UNH
15.25UNHDetails
Price/FCF
46.55
High:
MSFT
69.19MSFTLow:UNH
36.82UNHDetails
P/E Ratio
35.46
High:NVDA
41.22NVDALow:UNH
24.52UNHDetails
PEG Ratio
96.92
High:AAPL
133.65AAPLLow:NVDA
62.34NVDADetails
Price/Book
19.61
High:AAPL
45.05AAPLLow:UNH
3.11UNHDetails
Price/Sales
6.73
High:NVDA
22.86NVDALow:UNH
0.66UNHDetails
Price/CF
32.56
High:NVDA
44.64NVDALow:UNH
15.25UNHDetails
Price/FCF
46.55
High:MSFT
69.19MSFTLow:UNH
36.82UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.25% | Nov 2025 | Apr 2026 | 5 |