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+14.35%
This Month
+78.86%
Year To Date
+130%
2 Years
+342.58%
5 Years
+6404.09%
10 Years
+39.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology92.21%
- 📊 ETFs7.26%
- 💵 Cash6.66%
- 🖥️ Technology Services0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq92.44%
- 🇺🇸 NYSE7.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.44%
Dividends
Dividend Yield
0%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 META | 0% | 0.35% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
29.66
29.66
-2
0
2
30
30
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
29.66
29.66
-2
0
2
30
30
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
2.02
2.02
0
0.75
1.25
3
3
Information Ratio
0.81
0.81
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
130.34
High:
AMD
134.06AMDLow:META
22.42METADetails
PEG Ratio
108.86
High:META
369.57METALow:AMD
108.22AMDDetails
Price/Book
10.29
High:AMD
10.33AMDLow:META
6.42METADetails
Price/Sales
17.85
High:AMD
17.99AMDLow:META
7.36METADetails
Price/CF
33.9
High:AMD
34.27AMDLow:META
11.83METADetails
Price/FCF
38.84
High:AMD
38.87AMDLow:META
34.18METADetails
P/E Ratio
130.34
High:AMD
134.06AMDLow:META
22.42METADetails
PEG Ratio
108.86
High:META
369.57METALow:AMD
108.22AMDDetails
Price/Book
10.29
High:AMD
10.33AMDLow:META
6.42METADetails
Price/Sales
17.85
High:AMD
17.99AMDLow:META
7.36METADetails
Price/CF
33.9
High:AMD
34.27AMDLow:META
11.83METADetails
Price/FCF
38.84
High:AMD
38.87AMDLow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.22% | Feb 2014 | Jun 2016 | 28 |
-56.52% | Dec 2021 | Jan 2024 | 25 |
-42.67% | Mar 2024 | Oct 2025 | 19 |
-40.76% | Oct 2018 | Aug 2019 | 10 |
-30.89% | Apr 2017 | Jun 2018 | 14 |
-19.12% | Nov 2025 | Apr 2026 | 5 |
-15.9% | Sep 2020 | Nov 2020 | 2 |
-11.31% | Jan 2021 | Jun 2021 | 5 |
-8.77% | Jan 2017 | Feb 2017 | 1 |
-7.72% | Sep 2019 | Oct 2019 | 1 |
-7.33% | Feb 2020 | Apr 2020 | 2 |
-6.7% | Sep 2021 | Oct 2021 | 1 |
-5.72% | Sep 2016 | Nov 2016 | 2 |
-1.24% | Jun 2020 | Jul 2020 | 1 |