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+1.69%
This Month
+2.42%
Year To Date
+83.76%
2 Years
+189.06%
5 Years
+189.06%
10 Years
+27.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.75%
- 🍞 Consumer Non Durables16.2%
- 📊 ETFs9.98%
- 🛍️ Retail Trade8.79%
- 🏥 Health Services7.99%
- 🪙 Cryptocurrencies7.23%
- 💰 Finance7.12%
- 💼 Commercial Services5.42%
- 💻 Electronic Technology4.01%
- ❓ Other3.8%
- 💵 Cash1.56%
- 🧬 Health Technology1.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.11%
- 🇺🇸 Nasdaq34.67%
- 🌍 Digital Currency7.23%
- Regular Trading Hours - RTH3.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.2%
- 🇨🇦 Canada9.52%
- 🇳🇱 Netherlands4.01%
- 🇨🇳 China2.47%
- 🇩🇰 Denmark0.6%
Dividends
Dividend Yield
1.54%
11 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PK (8.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
23.68
23.68
-2
0
2
24
24
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
3.34
3.34
0
0.75
1.25
4
4
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
23.68
23.68
-2
0
2
24
24
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
3.34
3.34
0
0.75
1.25
4
4
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.58
High:
DDOG
399.49DDOGLow:
PK
-8.02PKDetails
PEG Ratio
171.38
High:
LULU
354.67LULULow:
PYPL
24.44PYPLDetails
Price/Book
6.71
High:
ASML
23.42ASMLLow:PK
0.73PKDetails
Price/Sales
3.27
High:
MSTR
90.21MSTRLow:
TGT
0.52TGTDetails
Price/CF
20.54
High:MSTR
7,511.07MSTRLow:PK
5.2PKDetails
Price/FCF
46.46
High:MSTR
1,187.5MSTRLow:PYPL
10.09PYPLDetails
P/E Ratio
27.58
High:DDOG
399.49DDOGLow:PK
-8.02PKDetails
PEG Ratio
171.38
High:LULU
354.67LULULow:PYPL
24.44PYPLDetails
Price/Book
6.71
High:ASML
23.42ASMLLow:PK
0.73PKDetails
Price/Sales
3.27
High:MSTR
90.21MSTRLow:TGT
0.52TGTDetails
Price/CF
20.54
High:MSTR
7,511.07MSTRLow:PK
5.2PKDetails
Price/FCF
46.46
High:MSTR
1,187.5MSTRLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.01% | Apr 2023 | Sep 2024 | 17 |
-21.83% | Apr 2022 | Aug 2022 | 4 |
-14.76% | Dec 2022 | Mar 2023 | 3 |
-13.26% | Dec 2024 | Jun 2025 | 6 |
-7.23% | Feb 2022 | Mar 2022 | 1 |
-5.45% | Nov 2025 | - | 5 |
-2.91% | Jul 2025 | Aug 2025 | 1 |