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-0.96%
This Month
+9.59%
Year To Date
+147.84%
2 Years
+382.24%
5 Years
+382.24%
10 Years
+44.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.76%
- 🖥️ Technology Services27.59%
- 💵 Cash16.82%
- 🛍️ Retail Trade8.5%
- 📊 ETFs6.99%
- 💰 Finance6.39%
- 🚗 Consumer Durables3.7%
- 🪙 Cryptocurrencies2.05%
- 🚚 Transportation1.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.73%
- 🇺🇸 NYSE21.74%
- 🌍 Digital Currency2.05%
- 🇺🇸 Chicago Board Options Exchange1.24%
- 🇬🇧 LSE0.93%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.56%
- 🇨🇳 China2.5%
- 🇰🇾 Cayman Islands2.02%
- 🇹🇼 Taiwan1.64%
- 🇬🇧 United Kingdom0.93%
Dividends
Dividend Yield
0.16%
9 out of 29 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.5/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
19.59
19.59
-2
0
2
20
20
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
19.59
19.59
-2
0
2
20
20
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.28
High:
INTC
3,566.98INTCLow:
NET
-680.7NETDetails
PEG Ratio
272.97
High:INTC
3,553.58INTCLow:
CRWV
-217.32CRWVDetails
Price/Book
10.9
High:
AAPL
55.76AAPLLow:INTC
1.69INTCDetails
Price/Sales
8.75
High:
RGTI
1,120.71RGTILow:
BABA
2.66BABADetails
Price/CF
26.15
High:NET
139.36NETLow:
NU
8.21NUDetails
Price/FCF
62.46
High:NET
362.6NETLow:NU
8.22NUDetails
P/E Ratio
37.28
High:INTC
3,566.98INTCLow:NET
-680.7NETDetails
PEG Ratio
272.97
High:INTC
3,553.58INTCLow:CRWV
-217.32CRWVDetails
Price/Book
10.9
High:AAPL
55.76AAPLLow:INTC
1.69INTCDetails
Price/Sales
8.75
High:RGTI
1,120.71RGTILow:BABA
2.66BABADetails
Price/CF
26.15
High:NET
139.36NETLow:NU
8.21NUDetails
Price/FCF
62.46
High:NET
362.6NETLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.72% | Dec 2021 | May 2023 | 17 |
-20.21% | Dec 2024 | Sep 2025 | 9 |
-14.53% | Sep 2023 | Dec 2023 | 3 |
-12.11% | Apr 2024 | May 2024 | 1 |
-8.77% | Nov 2025 | - | 2 |
-7.66% | Sep 2021 | Oct 2021 | 1 |
-7.08% | Apr 2021 | Jun 2021 | 2 |
-5.22% | Jul 2024 | Oct 2024 | 3 |
-2.97% | Jul 2021 | Aug 2021 | 1 |