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+5.02%
This Month
+69.97%
Year To Date
+197.53%
2 Years
+403.47%
5 Years
+403.47%
10 Years
+49.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.96%
- 🖥️ Technology Services35.34%
- 🛍️ Retail Trade8.48%
- 🛠️ Producer Manufacturing3.94%
- 💵 Cash0.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.76%
- 🇺🇸 NYSE15.92%
- 🇩🇪 FRA4.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.06%
- 🇦🇺 Australia7.01%
- 🇩🇪 Germany4.04%
- 🇨🇳 China2.61%
Dividends
Dividend Yield
0.12%
5 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RHM.DE (1.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
18.24
18.24
-2
0
2
19
19
Omega Ratio
2.32
2.32
0
1
1.5
3
3
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
18.24
18.24
-2
0
2
19
19
Omega Ratio
2.32
2.32
0
1
1.5
3
3
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.94
1.94
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
24.23
High:
IREN
141.67IRENLow:
APLD
-42.14APLDDetails
PEG Ratio
80.98
High:
NOW
471.47NOWLow:
AMPX
-146.31AMPXDetails
Price/Book
8.74
High:
NVDA
26.14NVDALow:
BABA
1.7BABADetails
Price/Sales
8.03
High:IREN
27.51IRENLow:BABA
1.88BABADetails
Price/CF
17.8
High:NVDA
40.43NVDALow:
META
11.83METADetails
Price/FCF
46.74
High:BABA
1,196.17BABALow:NOW
23.47NOWDetails
P/E Ratio
24.23
High:IREN
141.67IRENLow:APLD
-42.14APLDDetails
PEG Ratio
80.98
High:NOW
471.47NOWLow:AMPX
-146.31AMPXDetails
Price/Book
8.74
High:NVDA
26.14NVDALow:BABA
1.7BABADetails
Price/Sales
8.03
High:IREN
27.51IRENLow:BABA
1.88BABADetails
Price/CF
17.8
High:NVDA
40.43NVDALow:META
11.83METADetails
Price/FCF
46.74
High:BABA
1,196.17BABALow:NOW
23.47NOWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.51% | Aug 2022 | May 2023 | 9 |
-20.63% | Feb 2026 | Apr 2026 | 2 |
-19.61% | Jun 2026 | - | 4 |
-13.69% | Aug 2023 | Feb 2024 | 6 |
-7.47% | Mar 2025 | May 2025 | 2 |
-6.17% | Nov 2025 | Jan 2026 | 2 |
-2.48% | Apr 2024 | May 2024 | 1 |
-0.73% | Jul 2024 | Aug 2024 | 1 |
-0.2% | Dec 2024 | Jan 2025 | 1 |