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-1.99%
This Month
+14.42%
Year To Date
+48.34%
2 Years
+50.88%
5 Years
+50.88%
10 Years
+26.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs75.99%
- 💻 Electronic Technology14.57%
- 🖥️ Technology Services4.99%
- 💵 Cash3.39%
- 🧬 Health Technology1.18%
- 🪙 Cryptocurrencies0.48%
- 🛍️ Retail Trade0.14%
- 💰 Finance0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE72.71%
- 🇺🇸 Nasdaq24.3%
- 🌍 Digital Currency0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.24%
- 🇩🇰 Denmark1.18%
- 🇳🇱 Netherlands0.59%
Dividends
Dividend Yield
0.06%
5 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 5.1/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
-1.85
-1.85
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
2.7
2.7
0
0.3
0.6
3
3
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
-1.85
-1.85
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.18
1.18
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
2.7
2.7
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
33.56
High:
UPST
83.3UPSTLow:
INTC
-178.48INTCDetails
PEG Ratio
-26.72
High:
MSFT
86.01MSFTLow:INTC
-207.36INTCDetails
Price/Book
16.18
High:NVDA
27.09NVDALow:
HNST
2.19HNSTDetails
Price/Sales
16.3
High:
NBIS
91.39NBISLow:HNST
1.05HNSTDetails
Price/CF
31.11
High:NBIS
172.05NBISLow:
CRWV
6.89CRWVDetails
Price/FCF
51.65
High:NBIS
242.15NBISLow:HNST
16.26HNSTDetails
P/E Ratio
33.56
High:UPST
83.3UPSTLow:INTC
-178.48INTCDetails
PEG Ratio
-26.72
High:MSFT
86.01MSFTLow:INTC
-207.36INTCDetails
Price/Book
16.18
High:NVDA
27.09NVDALow:HNST
2.19HNSTDetails
Price/Sales
16.3
High:NBIS
91.39NBISLow:HNST
1.05HNSTDetails
Price/CF
31.11
High:NBIS
172.05NBISLow:CRWV
6.89CRWVDetails
Price/FCF
51.65
High:NBIS
242.15NBISLow:HNST
16.26HNSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.44% | Feb 2025 | Jun 2025 | 4 |
-7.13% | Feb 2026 | Apr 2026 | 2 |
-1.99% | Jun 2026 | - | 1 |
-1.57% | Dec 2024 | Jan 2025 | 1 |
-1.1% | Nov 2025 | Jan 2026 | 2 |
-0.58% | Jul 2024 | Aug 2024 | 1 |
-0.23% | Oct 2024 | Nov 2024 | 1 |