Loading...
-4.84%
This Month
-4.84%
Year To Date
+1.15%
2 Years
+1.15%
5 Years
+1.15%
10 Years
+0.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.78%
- 🛍️ Retail Trade33.62%
- 💻 Electronic Technology15.01%
- 💰 Finance10.17%
- 📊 ETFs0.31%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.3%
- 🇺🇸 NYSE41.28%
- 🇺🇸 Chicago Board Options Exchange0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.84%
- 🇸🇬 Singapore18.16%
- 🇺🇾 Uruguay4.51%
- 🇬🇧 United Kingdom0.08%
Dividends
Dividend Yield
0.46%
7 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INVH (4.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.15
-8.15
-9
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-8.15
-8.15
-9
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.14
High:
DDOG
396.34DDOGLow:
ZS
-786.28ZSDetails
PEG Ratio
97.5
High:
ARM
503.61ARMLow:
SE
3.88SEDetails
Price/Book
11.75
High:
NVDA
36.4NVDALow:
AMH
1.65AMHDetails
Price/Sales
8.47
High:ARM
25.97ARMLow:SE
3.41SEDetails
Price/CF
26.69
High:
SNOW
106.88SNOWLow:
ADBE
13.31ADBEDetails
Price/FCF
67.01
High:
AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
P/E Ratio
37.14
High:DDOG
396.34DDOGLow:ZS
-786.28ZSDetails
PEG Ratio
97.5
High:ARM
503.61ARMLow:SE
3.88SEDetails
Price/Book
11.75
High:NVDA
36.4NVDALow:AMH
1.65AMHDetails
Price/Sales
8.47
High:ARM
25.97ARMLow:SE
3.41SEDetails
Price/CF
26.69
High:SNOW
106.88SNOWLow:ADBE
13.31ADBEDetails
Price/FCF
67.01
High:AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.61% | Nov 2025 | - | 3 |
-6.54% | Nov 2024 | May 2025 | 6 |