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-5.46%
This Month
-0.06%
Year To Date
+32.4%
2 Years
+32.42%
5 Years
+32.42%
10 Years
+17.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.21%
- 📊 ETFs32.95%
- 🛍️ Retail Trade15.33%
- 💻 Electronic Technology7.72%
- 🪙 Cryptocurrencies5.35%
- 🧩 Miscellaneous4.06%
- 🍞 Consumer Non Durables1.38%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.69%
- 🇺🇸 NYSE32.95%
- 🌍 Digital Currency5.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.17%
- 🇮🇪 Ireland4.09%
- 🇨🇦 Canada1.38%
Dividends
Dividend Yield
0.2%
4 out of 10 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Performance Metrics
Score 4.5/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
-2.43
-2.43
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
-2.43
-2.43
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.38
High:
NVDA
33.49NVDALow:
PDD
9.36PDDDetails
PEG Ratio
186.9
High:
META
376.16METALow:NVDA
30.57NVDADetails
Price/Book
8.55
High:NVDA
27.09NVDALow:PDD
1.99PDDDetails
Price/Sales
7.73
High:NVDA
21.04NVDALow:
LULU
1.32LULUDetails
Price/CF
17.48
High:NVDA
40.43NVDALow:PDD
10.02PDDDetails
Price/FCF
56.32
High:
AMZN
325.85AMZNLow:LULU
22.19LULUDetails
P/E Ratio
27.38
High:NVDA
33.49NVDALow:PDD
9.36PDDDetails
PEG Ratio
186.9
High:META
376.16METALow:NVDA
30.57NVDADetails
Price/Book
8.55
High:NVDA
27.09NVDALow:PDD
1.99PDDDetails
Price/Sales
7.73
High:NVDA
21.04NVDALow:LULU
1.32LULUDetails
Price/CF
17.48
High:NVDA
40.43NVDALow:PDD
10.02PDDDetails
Price/FCF
56.32
High:AMZN
325.85AMZNLow:LULU
22.19LULUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.42% | Feb 2025 | Jun 2025 | 4 |
-9.59% | Feb 2026 | Apr 2026 | 2 |
-5.46% | Jun 2026 | - | 1 |
-2.64% | Oct 2024 | Jan 2025 | 3 |
-1.54% | Nov 2025 | Jan 2026 | 2 |