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-3.69%
This Month
-1.52%
Year To Date
+24.21%
2 Years
+64.46%
5 Years
+165.01%
10 Years
+16.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.15%
- 🛍️ Retail Trade21.35%
- 📊 ETFs14.37%
- 🖥️ Technology Services13.51%
- 🧬 Health Technology8.59%
- 💹 Forex7.22%
- 💵 Cash3.78%
- 🍞 Consumer Non Durables2.8%
- 🚗 Consumer Durables2.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.76%
- 🇺🇸 NYSE24.98%
- 🌍 FX7.22%
- 🇺🇸 Chicago Board Options Exchange2.6%
- 🇫🇷 Euronext Paris2.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.83%
- 🇹🇼 Taiwan5.16%
- 🇫🇷 France2.55%
- 🇳🇱 Netherlands1.98%
- 🇮🇹 Italy1.01%
Dividends
Dividend Yield
0.4%
10 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.75%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
2.25
2.25
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
2.25
2.25
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.59
High:
TSLA
377.27TSLALow:
SNDK
-78.93SNDKDetails
PEG Ratio
223.61
High:
COST
563.16COSTLow:
LLY
46.05LLYDetails
Price/Book
15.31
High:
PLTR
49.59PLTRLow:
MC.PA
3.73MC.PADetails
Price/Sales
9.76
High:PLTR
88.09PLTRLow:COST
1.6COSTDetails
Price/CF
33.05
High:PLTR
214.31PLTRLow:MC.PA
16.94MC.PADetails
Price/FCF
62.8
High:
NKE
947.69NKELow:SNDK
29.63SNDKDetails
P/E Ratio
34.59
High:TSLA
377.27TSLALow:SNDK
-78.93SNDKDetails
PEG Ratio
223.61
High:COST
563.16COSTLow:LLY
46.05LLYDetails
Price/Book
15.31
High:PLTR
49.59PLTRLow:MC.PA
3.73MC.PADetails
Price/Sales
9.76
High:PLTR
88.09PLTRLow:COST
1.6COSTDetails
Price/CF
33.05
High:PLTR
214.31PLTRLow:MC.PA
16.94MC.PADetails
Price/FCF
62.8
High:NKE
947.69NKELow:SNDK
29.63SNDKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.01% | Nov 2021 | Dec 2023 | 25 |
-18.17% | Feb 2020 | Aug 2020 | 6 |
-10.5% | Mar 2025 | Jun 2025 | 3 |
-8.27% | Sep 2020 | Nov 2020 | 2 |
-4.9% | Feb 2021 | Jun 2021 | 4 |
-4.29% | Sep 2021 | Oct 2021 | 1 |
-4.29% | Nov 2025 | - | 5 |
-4.24% | Jul 2024 | Aug 2024 | 1 |
-3.75% | Dec 2024 | Feb 2025 | 2 |
-3.24% | Apr 2024 | May 2024 | 1 |
-2.61% | Oct 2024 | Nov 2024 | 1 |
-0.92% | Jul 2021 | Aug 2021 | 1 |
-0.86% | Sep 2019 | Oct 2019 | 1 |
-0.62% | Jul 2025 | Sep 2025 | 2 |