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+6.84%
This Month
+6.84%
Year To Date
+67.96%
2 Years
+51.1%
5 Years
+80.72%
10 Years
+10.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology44.77%
- 🖥️ Technology Services18.91%
- 💵 Cash8.44%
- 🚚 Transportation6.91%
- 💰 Finance6.24%
- 🍞 Consumer Non Durables5.95%
- 🪨 Non Energy Minerals5.39%
- 📡 Communications3.78%
- 💼 Commercial Services1.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.09%
- 🇺🇸 NYSE34.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.87%
Dividends
Dividend Yield
0.81%
12 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
0.9
0.9
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.42
High:
TWLO
325.88TWLOLow:
VZ
8.4VZDetails
PEG Ratio
210.86
High:
V
1,170.87VLow:
AA
0.37AADetails
Price/Book
13.06
High:
CL
80.04CLLow:VZ
1.58VZDetails
Price/Sales
12.27
High:
NVDA
25.06NVDALow:
FDX
0.82FDXDetails
Price/CF
25.67
High:NVDA
54.84NVDALow:VZ
4.84VZDetails
Price/FCF
54.58
High:
NKE
947.69NKELow:
PYPL
11.57PYPLDetails
P/E Ratio
38.42
High:TWLO
325.88TWLOLow:VZ
8.4VZDetails
PEG Ratio
210.86
High:V
1,170.87VLow:AA
0.37AADetails
Price/Book
13.06
High:CL
80.04CLLow:VZ
1.58VZDetails
Price/Sales
12.27
High:NVDA
25.06NVDALow:FDX
0.82FDXDetails
Price/CF
25.67
High:NVDA
54.84NVDALow:VZ
4.84VZDetails
Price/FCF
54.58
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.7% | Sep 2018 | Jun 2025 | 81 |
-12.13% | Nov 2015 | Mar 2017 | 16 |
-5.32% | Feb 2014 | May 2014 | 3 |
-4.78% | Nov 2013 | Dec 2013 | 1 |
-4.48% | Mar 2015 | Jul 2015 | 4 |
-4.25% | Mar 2018 | Jun 2018 | 3 |
-2.91% | Nov 2017 | Jan 2018 | 2 |
-2.18% | Sep 2013 | Oct 2013 | 1 |
-1.12% | Nov 2025 | Dec 2025 | 1 |
-0.87% | Dec 2014 | Jan 2015 | 1 |
-0.24% | Jun 2017 | Jul 2017 | 1 |
-0.21% | Jul 2018 | Aug 2018 | 1 |