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-4.88%
This Month
+3.94%
Year To Date
+58.89%
2 Years
+82.65%
5 Years
+82.65%
10 Years
+49.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology74.04%
- 🖥️ Technology Services20.9%
- 🛍️ Retail Trade4.26%
- 💵 Cash1.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.58%
- 🇺🇸 NYSE19.4%
- 🇬🇧 LSE12.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.72%
- 🇰🇷 South Korea12.22%
- 🇨🇳 China4.26%
Dividends
Dividend Yield
0.27%
7 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.79%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
3.87
3.87
-2
0
2
4.5
4.5
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
3
3
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.46
2.46
0
1
2
3
3
Jensen's Alpha
3.87
3.87
-2
0
2
4.5
4.5
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
33.77
High:
AMD
76.4AMDLow:
BABA
17.77BABADetails
PEG Ratio
59.63
High:
AAPL
129.82AAPLLow:
AVGO
23.33AVGODetails
Price/Book
10.29
High:AAPL
43.77AAPLLow:BABA
2.06BABADetails
Price/Sales
10.92
High:AVGO
24.3AVGOLow:BABA
2.28BABADetails
Price/CF
28.2
High:AVGO
65.63AVGOLow:
SMSN.L
9.18SMSN.LDetails
Price/FCF
56.66
High:BABA
1,196.17BABALow:SMSN.L
28.08SMSN.LDetails
P/E Ratio
33.77
High:AMD
76.4AMDLow:BABA
17.77BABADetails
PEG Ratio
59.63
High:AAPL
129.82AAPLLow:AVGO
23.33AVGODetails
Price/Book
10.29
High:AAPL
43.77AAPLLow:BABA
2.06BABADetails
Price/Sales
10.92
High:AVGO
24.3AVGOLow:BABA
2.28BABADetails
Price/CF
28.2
High:AVGO
65.63AVGOLow:SMSN.L
9.18SMSN.LDetails
Price/FCF
56.66
High:BABA
1,196.17BABALow:SMSN.L
28.08SMSN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.37% | Feb 2025 | Jun 2025 | 4 |
-7.1% | Nov 2025 | Jan 2026 | 2 |
-6.14% | Apr 2024 | May 2024 | 1 |
-5.02% | Feb 2026 | - | 2 |
-3.69% | Jul 2024 | Oct 2024 | 3 |
-0.71% | Dec 2024 | Jan 2025 | 1 |