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-1.87%
This Month
-1.87%
Year To Date
+75.76%
2 Years
+142.88%
5 Years
+245.08%
10 Years
+18.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash65.3%
- 🖥️ Technology Services22.41%
- 💻 Electronic Technology21.37%
- 🛍️ Retail Trade9.68%
- 💰 Finance3.59%
- 🍞 Consumer Non Durables2.04%
- 💼 Commercial Services1.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.8%
- 🇺🇸 NYSE7.89%
- 🇩🇪 FRA4.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.43%
- 🇩🇪 Germany4.55%
- 🇨🇳 China2.26%
Dividends
Dividend Yield
0.26%
8 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
7.16
7.16
-2
0
2
8
8
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
7.16
7.16
-2
0
2
8
8
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
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
37.28
High:
NVDA
44.11NVDALow:
PYPL
11.05PYPLDetails
PEG Ratio
159.86
High:
V
1,166.53VLow:
SAP.DE
19.75SAP.DEDetails
Price/Book
14.15
High:NVDA
36.4NVDALow:
BABA
2.51BABADetails
Price/Sales
11.44
High:NVDA
23.3NVDALow:PYPL
1.61PYPLDetails
Price/CF
31.61
High:NVDA
54.84NVDALow:PYPL
10.02PYPLDetails
Price/FCF
62.96
High:
NKE
947.69NKELow:PYPL
11.57PYPLDetails
P/E Ratio
37.28
High:NVDA
44.11NVDALow:PYPL
11.05PYPLDetails
PEG Ratio
159.86
High:V
1,166.53VLow:SAP.DE
19.75SAP.DEDetails
Price/Book
14.15
High:NVDA
36.4NVDALow:BABA
2.51BABADetails
Price/Sales
11.44
High:NVDA
23.3NVDALow:PYPL
1.61PYPLDetails
Price/CF
31.61
High:NVDA
54.84NVDALow:PYPL
10.02PYPLDetails
Price/FCF
62.96
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.72% | Jun 2018 | Oct 2019 | 16 |
-31.15% | Dec 2021 | Aug 2023 | 20 |
-11.43% | Jan 2025 | May 2025 | 4 |
-8.99% | Sep 2023 | Dec 2023 | 3 |
-7.04% | Sep 2021 | Oct 2021 | 1 |
-4.76% | Nov 2025 | - | 3 |
-4.73% | Sep 2020 | Dec 2020 | 3 |
-3.51% | Jul 2024 | Oct 2024 | 3 |
-2.66% | Apr 2024 | May 2024 | 1 |
-2.5% | Feb 2020 | Apr 2020 | 2 |
-1.69% | Mar 2021 | Apr 2021 | 1 |
-0.33% | Aug 2025 | Sep 2025 | 1 |
-0.33% | Jul 2021 | Aug 2021 | 1 |