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+6.38%
This Month
+16.8%
Year To Date
+64.93%
2 Years
+499.49%
5 Years
+457.08%
10 Years
+44.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.8%
- 🖥️ Technology Services30.24%
- 🛍️ Retail Trade9.82%
- 💰 Finance8.49%
- 🧩 Miscellaneous6.5%
- 🚗 Consumer Durables3.01%
- 💵 Cash1.66%
- 🚚 Transportation1.53%
- 🪙 Cryptocurrencies1.37%
- 📡 Communications0.96%
- 📊 ETFs0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.7%
- 🇺🇸 NYSE22.67%
- 🌍 Digital Currency1.37%
- 🇬🇧 LSE0.99%
- 🇺🇸 Chicago Board Options Exchange0.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.73%
- 🇹🇼 Taiwan1.89%
- 🇨🇳 China1.79%
- 🇧🇷 Brazil1.46%
- 🇬🇧 United Kingdom0.99%
Dividends
Dividend Yield
0.15%
9 out of 32 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.98%)
Next Dividends
Performance Metrics
Score 7.1/10
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
17.61
17.61
-2
0
2
18
18
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.81
1.81
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
17.61
17.61
-2
0
2
18
18
Omega Ratio
1.79
1.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.18
High:
TSLA
364.27TSLALow:
NET
-829.98NETDetails
PEG Ratio
79.96
High:
SMCI
943.5SMCILow:
ZETA.US
-260.92ZETA.USDetails
Price/Book
10.27
High:NET
58.95NETLow:
SOFI
1.93SOFIDetails
Price/Sales
9.15
High:
RGTI
936.49RGTILow:SMCI
0.86SMCIDetails
Price/CF
22.43
High:NET
114.77NETLow:
NU
9.67NUDetails
Price/FCF
67.3
High:
BABA
1,196.17BABALow:NU
9.68NUDetails
P/E Ratio
37.18
High:TSLA
364.27TSLALow:NET
-829.98NETDetails
PEG Ratio
79.96
High:SMCI
943.5SMCILow:ZETA.US
-260.92ZETA.USDetails
Price/Book
10.27
High:NET
58.95NETLow:SOFI
1.93SOFIDetails
Price/Sales
9.15
High:RGTI
936.49RGTILow:SMCI
0.86SMCIDetails
Price/CF
22.43
High:NET
114.77NETLow:NU
9.67NUDetails
Price/FCF
67.3
High:BABA
1,196.17BABALow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.72% | Dec 2021 | May 2023 | 17 |
-20.21% | Dec 2024 | Sep 2025 | 9 |
-18.08% | Nov 2025 | May 2026 | 6 |
-14.53% | Sep 2023 | Dec 2023 | 3 |
-12.11% | Apr 2024 | May 2024 | 1 |
-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 |