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+9.19%
This Month
+21.33%
Year To Date
+169.25%
2 Years
+1022.02%
5 Years
+6749.87%
10 Years
+61.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.34%
- 💻 Electronic Technology35.77%
- 💼 Commercial Services6.53%
- 🛍️ Retail Trade3.81%
- ⚡ Utilities3.78%
- 🪙 Cryptocurrencies3.61%
- 🏥 Health Services3.54%
- 🛠️ Producer Manufacturing1.07%
- 💇♀️ Consumer Services0.12%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.08%
- 🇺🇸 NYSE20.87%
- 🌍 Digital Currency3.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.95%
- 🇹🇼 Taiwan4.86%
- 🇨🇦 Canada2.14%
Dividends
Dividend Yield
0.16%
7 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AMAT (0.96%)
Performance Metrics
Score 7.6/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
79
79
-2
0
2
80
80
Omega Ratio
2.04
2.04
0
1
1.5
3
3
Treynor Ratio
3.85
3.85
0
0.75
1.25
4
4
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
79
79
-2
0
2
80
80
Omega Ratio
2.04
2.04
0
1
1.5
3
3
Treynor Ratio
3.85
3.85
0
0.75
1.25
4
4
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.95
High:
PLTR
692.62PLTRLow:
SNOW
-52.36SNOWDetails
PEG Ratio
424.87
High:
ADSK
5,353.06ADSKLow:
BB
-67.42BBDetails
Price/Book
21.17
High:PLTR
69PLTRLow:
AMC
-0.73AMCDetails
Price/Sales
15.41
High:PLTR
129.98PLTRLow:AMC
0.28AMCDetails
Price/CF
29.52
High:BB
183.42BBLow:
VST
8.23VSTDetails
Price/FCF
43.3
High:BB
236.26BBLow:
PYPL
13.72PYPLDetails
P/E Ratio
47.95
High:PLTR
692.62PLTRLow:SNOW
-52.36SNOWDetails
PEG Ratio
424.87
High:ADSK
5,353.06ADSKLow:BB
-67.42BBDetails
Price/Book
21.17
High:PLTR
69PLTRLow:AMC
-0.73AMCDetails
Price/Sales
15.41
High:PLTR
129.98PLTRLow:AMC
0.28AMCDetails
Price/CF
29.52
High:BB
183.42BBLow:VST
8.23VSTDetails
Price/FCF
43.3
High:BB
236.26BBLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-86.73% | Feb 2018 | Jan 2021 | 35 |
-45.26% | Sep 2021 | Jan 2024 | 28 |
-44.63% | Apr 2016 | Apr 2017 | 12 |
-28.53% | Jul 2017 | Aug 2017 | 1 |
-20.08% | Feb 2021 | Apr 2021 | 2 |
-19.22% | Sep 2017 | Nov 2017 | 2 |
-18.15% | Feb 2025 | Jun 2025 | 4 |
-12.69% | Jun 2021 | Aug 2021 | 2 |
-6.47% | Apr 2024 | May 2024 | 1 |
-3.04% | Jul 2024 | Sep 2024 | 2 |