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-1.6%
This Month
+9.15%
Year To Date
+48.18%
2 Years
+124.89%
5 Years
+124.89%
10 Years
+31.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.81%
- 💰 Finance14.37%
- 🪙 Cryptocurrencies12.53%
- 🚗 Consumer Durables8.74%
- 🛠️ Producer Manufacturing8.1%
- 📊 ETFs7.77%
- 🧬 Health Technology7.6%
- 💼 Commercial Services4.5%
- 💻 Electronic Technology3.01%
- 🛍️ Retail Trade2.05%
- 💵 Cash0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.44%
- 🇺🇸 NYSE23.71%
- 🌍 Digital Currency12.53%
- 🇺🇸 Chicago Board Options Exchange7.77%
- 🇮🇹 Borsa Italiana3.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.07%
- 🇨🇳 China7.08%
- 🇨🇭 Switzerland3.01%
Dividends
Dividend Yield
0.22%
6 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $STMMI.MI (1.39%)
Performance Metrics
Score 8.2/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.42
2.42
0
1
2
3
3
Jensen's Alpha
9.75
9.75
-2
0
2
10
10
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.42
2.42
0
1
2
3
3
Jensen's Alpha
9.75
9.75
-2
0
2
10
10
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.52
High:
DDOG
394.39DDOGLow:
RGEN
-454.71RGENDetails
PEG Ratio
194.09
High:
V
450.92VLow:
BABA
13.63BABADetails
Price/Book
5.09
High:V
17.33VLow:
STMMI.MI
1.31STMMI.MIDetails
Price/Sales
7.38
High:
ISRG
17.9ISRGLow:
LI
1.32LIDetails
Price/CF
28
High:
SNPS
71.04SNPSLow:STMMI.MI
10.72STMMI.MIDetails
Price/FCF
64.51
High:
BRK.B
127.41BRK.BLow:
PYPL
13.72PYPLDetails
P/E Ratio
29.52
High:DDOG
394.39DDOGLow:RGEN
-454.71RGENDetails
PEG Ratio
194.09
High:V
450.92VLow:BABA
13.63BABADetails
Price/Book
5.09
High:V
17.33VLow:STMMI.MI
1.31STMMI.MIDetails
Price/Sales
7.38
High:ISRG
17.9ISRGLow:LI
1.32LIDetails
Price/CF
28
High:SNPS
71.04SNPSLow:STMMI.MI
10.72STMMI.MIDetails
Price/FCF
64.51
High:BRK.B
127.41BRK.BLow:PYPL
13.72PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15% | Aug 2022 | Dec 2022 | 4 |
-9.16% | Feb 2025 | May 2025 | 3 |
-7.08% | Sep 2023 | Nov 2023 | 2 |
-6.43% | Apr 2024 | Sep 2024 | 5 |
-4.05% | Dec 2024 | Jan 2025 | 1 |
-2.45% | Aug 2025 | - | 2 |
-2.29% | Apr 2023 | May 2023 | 1 |
-1.46% | Feb 2023 | Mar 2023 | 1 |
-1.38% | Jan 2024 | Feb 2024 | 1 |
-0.17% | Oct 2024 | Nov 2024 | 1 |