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+0.37%
This Month
-8.3%
Year To Date
+58.61%
2 Years
+180.26%
5 Years
+180.26%
10 Years
+33.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services88.3%
- 🪙 Cryptocurrencies5.49%
- 📊 ETFs2.16%
- 💻 Electronic Technology1.64%
- 🛍️ Retail Trade1.29%
- 🚗 Consumer Durables0.98%
- 💵 Cash0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.57%
- 🇺🇸 NYSE32.71%
- 🌍 Digital Currency5.49%
- 🇺🇸 Chicago Board Options Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.21%
Dividends
Dividend Yield
0.22%
4 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.19%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
17.87
17.87
-2
0
2
18
18
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
17.87
17.87
-2
0
2
18
18
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
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
26.23
High:
TSLA
354.33TSLALow:
NET
-697.56NETDetails
PEG Ratio
99.42
High:
AAPL
126.42AAPLLow:
GOOG
79.82GOOGDetails
Price/Book
7.34
High:NET
49.54NETLow:
AMZN
5.5AMZNDetails
Price/Sales
7.43
High:NET
33.27NETLow:
LMT
1.91LMTDetails
Price/CF
16.08
High:NET
114.77NETLow:LMT
13.11LMTDetails
Price/FCF
44.77
High:AMZN
325.85AMZNLow:LMT
29.7LMTDetails
P/E Ratio
26.23
High:TSLA
354.33TSLALow:NET
-697.56NETDetails
PEG Ratio
99.42
High:AAPL
126.42AAPLLow:GOOG
79.82GOOGDetails
Price/Book
7.34
High:NET
49.54NETLow:AMZN
5.5AMZNDetails
Price/Sales
7.43
High:NET
33.27NETLow:LMT
1.91LMTDetails
Price/CF
16.08
High:NET
114.77NETLow:LMT
13.11LMTDetails
Price/FCF
44.77
High:AMZN
325.85AMZNLow:LMT
29.7LMTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.95% | Apr 2022 | Apr 2023 | 12 |
-19.86% | Feb 2025 | Jun 2025 | 4 |
-17.81% | Aug 2025 | - | 9 |
-11.51% | Apr 2024 | Jun 2024 | 2 |
-7.25% | Aug 2023 | Nov 2023 | 3 |
-5.41% | Jul 2024 | Sep 2024 | 2 |