Loading...
+1.37%
This Month
+27.3%
Year To Date
+143.64%
2 Years
+667.11%
5 Years
+667.11%
10 Years
+97.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services99.92%
- 💵 Cash0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.92%
Dividends
Dividend Yield
0.27%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0.27% | 0.27% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.1/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
1.79
1.79
0
0.5
1
2
2
Sortino Ratio
3.99
3.99
0
1
2
4
4
Jensen's Alpha
64.52
64.52
-2
0
2
65
65
Omega Ratio
3.59
3.59
0
1
1.5
4
4
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
1.75
1.75
0
0.3
0.6
2
2
Calmar Ratio
3.78
3.78
0
0.3
0.6
4
4
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
1.79
1.79
0
0.5
1
2
2
Sortino Ratio
3.99
3.99
0
1
2
4
4
Jensen's Alpha
64.52
64.52
-2
0
2
65
65
Omega Ratio
3.59
3.59
0
1
1.5
4
4
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
1.75
1.75
0
0.3
0.6
2
2
Calmar Ratio
3.78
3.78
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.11
High:
META
27.11METALow:META
27.11METADetails
PEG Ratio
66.73
High:META
66.73METALow:META
66.73METADetails
Price/Book
9.66
High:META
9.66METALow:META
9.66METADetails
Price/Sales
10.76
High:META
10.76METALow:META
10.76METADetails
Price/CF
18.54
High:META
18.54METALow:META
18.54METADetails
Price/FCF
42.2
High:META
42.2METALow:META
42.2METADetails
P/E Ratio
27.11
High:META
27.11METALow:META
27.11METADetails
PEG Ratio
66.73
High:META
66.73METALow:META
66.73METADetails
Price/Book
9.66
High:META
9.66METALow:META
9.66METADetails
Price/Sales
10.76
High:META
10.76METALow:META
10.76METADetails
Price/CF
18.54
High:META
18.54METALow:META
18.54METADetails
Price/FCF
42.2
High:META
42.2METALow:META
42.2METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.05% | Feb 2025 | Jun 2025 | 4 |
-11.77% | Mar 2024 | Jun 2024 | 3 |
-6.7% | Aug 2023 | Nov 2023 | 3 |
-6.34% | Aug 2022 | Sep 2022 | 1 |
-5.75% | Jul 2024 | Aug 2024 | 1 |
-5.45% | Jun 2022 | Jul 2022 | 1 |
-3.85% | Aug 2025 | - | 2 |
-0.77% | Oct 2024 | Nov 2024 | 1 |