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-4.61%
This Month
-3.64%
Year To Date
+28.88%
2 Years
+54.03%
5 Years
+54.03%
10 Years
+13.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.01%
- 🛠️ Producer Manufacturing25.63%
- 👥 Copy Trading11.51%
- 💰 Finance9.67%
- 📊 ETFs7.45%
- 🪙 Cryptocurrencies5.19%
- 💇♀️ Consumer Services4.76%
- 🧬 Health Technology4.41%
- 🛍️ Retail Trade4.38%
- 💵 Cash0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.8%
- 🇺🇸 NYSE44.14%
- 🌍 Digital Currency5.25%
- 🇬🇧 LSE0.3%
- 🇩🇪 FRA0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.09%
- 🇬🇧 United Kingdom0.3%
- 🇨🇦 Canada0.27%
- 🇩🇪 Germany0.19%
- 🇨🇳 China0.13%
Dividends
Dividend Yield
0.62%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SIRI (5.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
4.19
4.19
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
4.19
4.19
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.57
High:
APP
39.85APPLow:
SES
-6.18SESDetails
PEG Ratio
173.41
High:
JPM
1,147.58JPMLow:
IOVA
-11.1IOVADetails
Price/Book
6.44
High:APP
59.65APPLow:
SIRI
0.61SIRIDetails
Price/Sales
6.71
High:SES
30.48SESLow:SIRI
0.87SIRIDetails
Price/CF
20.12
High:
HOOD
90.65HOODLow:SIRI
3.75SIRIDetails
Price/FCF
57.74
High:
ORCL
348.36ORCLLow:SIRI
8.09SIRIDetails
P/E Ratio
24.57
High:APP
39.85APPLow:SES
-6.18SESDetails
PEG Ratio
173.41
High:JPM
1,147.58JPMLow:IOVA
-11.1IOVADetails
Price/Book
6.44
High:APP
59.65APPLow:SIRI
0.61SIRIDetails
Price/Sales
6.71
High:SES
30.48SESLow:SIRI
0.87SIRIDetails
Price/CF
20.12
High:HOOD
90.65HOODLow:SIRI
3.75SIRIDetails
Price/FCF
57.74
High:ORCL
348.36ORCLLow:SIRI
8.09SIRIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.94% | Sep 2022 | Jul 2023 | 10 |
-9.32% | Apr 2024 | Aug 2024 | 4 |
-4.65% | Sep 2025 | - | 6 |
-4.57% | Mar 2025 | Aug 2025 | 5 |
-3.97% | Aug 2023 | Nov 2023 | 3 |
-3.48% | Dec 2024 | Jan 2025 | 1 |
-1.49% | Jan 2024 | Feb 2024 | 1 |