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-2.04%
This Month
-2.74%
Year To Date
+16.29%
2 Years
+44.95%
5 Years
+80.31%
10 Years
+10.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology44.24%
- 🖥️ Technology Services35.07%
- ❓ Other7.83%
- 🛍️ Retail Trade4.17%
- 💵 Cash3.76%
- 💼 Commercial Services2.59%
- 💇♀️ Consumer Services1.06%
- 🍞 Consumer Non Durables0.54%
- 🛠️ Producer Manufacturing0.05%
- 🪨 Non Energy Minerals0.01%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.22%
- 🇺🇸 NYSE16.08%
- 🇬🇧 LSE2.26%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.47%
- 🇬🇧 United Kingdom2.26%
Dividends
Dividend Yield
0.44%
12 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
 SCCO | Pay Day | Nov 19, 2026 | -$1.00 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 M.US | Ex-Dividend | Dec 15, 2026 | $0.19 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
 ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
 MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
SCCO | Ex-Dividend | Feb 3, 2027 | -$1.00 |
Performance Metrics
Score 3.7/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-3.5
-3.5
-4
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-3.5
-3.5
-4
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.56
High:
CRWD
6,853.78CRWDLow:INTC
-25.32INTCDetails
PEG Ratio
2.69
High:CRWD
60.99CRWDLow:MU
0.01MUDetails
Price/Book
11.71
High:CRWD
49.1CRWDLow:M.US
1.27M.USDetails
Price/Sales
11.91
High:
PLTR
61.94PLTRLow:M.US
0.29M.USDetails
Price/CF
26.8
High:PLTR
117.51PLTRLow:M.US
3.83M.USDetails
Price/FCF
56.46
High:NKE
947.69NKELow:M.US
5.55M.USDetails
P/E Ratio
25.56
High:CRWD
6,853.78CRWDLow:INTC
-25.32INTCDetails
PEG Ratio
2.69
High:CRWD
60.99CRWDLow:MU
0.01MUDetails
Price/Book
11.71
High:CRWD
49.1CRWDLow:M.US
1.27M.USDetails
Price/Sales
11.91
High:PLTR
61.94PLTRLow:M.US
0.29M.USDetails
Price/CF
26.8
High:PLTR
117.51PLTRLow:M.US
3.83M.USDetails
Price/FCF
56.46
High:NKE
947.69NKELow:M.US
5.55M.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.33% | Sep 2020 | Sep 2024 | 48 |
-16.89% | Jun 2026 | - | 6 |
-6.98% | Nov 2025 | Apr 2026 | 5 |
-4.02% | Feb 2025 | Apr 2025 | 2 |
-0.77% | Dec 2024 | Jan 2025 | 1 |