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+1.36%
This Month
-9.47%
Year To Date
+11.11%
2 Years
+24.42%
5 Years
+24.42%
10 Years
+8.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs62.44%
- 🧩 Miscellaneous35.41%
- 💻 Electronic Technology2.15%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.01%
- 🇺🇸 Nasdaq37.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.56%
Dividends
Dividend Yield
0%
1 out of 6 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 3.7/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.19
High:NVDA
36.19NVDALow:NVDA
36.19NVDADetails
PEG Ratio
54.73
High:NVDA
54.73NVDALow:NVDA
54.73NVDADetails
Price/Book
27.41
High:NVDA
27.41NVDALow:NVDA
27.41NVDADetails
Price/Sales
20.07
High:NVDA
20.07NVDALow:NVDA
20.07NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
36.19
High:NVDA
36.19NVDALow:NVDA
36.19NVDADetails
PEG Ratio
54.73
High:NVDA
54.73NVDALow:NVDA
54.73NVDADetails
Price/Book
27.41
High:NVDA
27.41NVDALow:NVDA
27.41NVDADetails
Price/Sales
20.07
High:NVDA
20.07NVDALow:NVDA
20.07NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.51% | Feb 2025 | Jul 2025 | 5 |
-15.99% | Nov 2025 | - | 6 |
-6.49% | Aug 2023 | Nov 2023 | 3 |
-2.12% | Jan 2024 | Mar 2024 | 2 |
-1.48% | Jul 2024 | Sep 2024 | 2 |
-0.94% | Dec 2024 | Jan 2025 | 1 |
-0.83% | Apr 2024 | May 2024 | 1 |
-0.23% | Oct 2024 | Nov 2024 | 1 |