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+0.77%
This Month
-7.83%
Year To Date
+48.88%
2 Years
+106.99%
5 Years
+106.99%
10 Years
+24.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.11%
- 💻 Electronic Technology27.23%
- 📊 ETFs14.44%
- 🛍️ Retail Trade13.2%
- 💰 Finance7.46%
- 🚗 Consumer Durables3.89%
- 🧬 Health Technology3.73%
- 🪙 Cryptocurrencies1.91%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.7%
- 🇺🇸 NYSE39.35%
- 🌍 Digital Currency1.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.4%
- 🇹🇼 Taiwan9.2%
- 🇨🇳 China3.92%
- 🇩🇰 Denmark1.09%
Dividends
Dividend Yield
0.34%
10 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.64%)
Performance Metrics
Score 8/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
2.85
2.85
0
1
2
3
3
Jensen's Alpha
6.18
6.18
-2
0
2
7
7
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
2.85
2.85
0
1
2
3
3
Jensen's Alpha
6.18
6.18
-2
0
2
7
7
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
30.01
High:
TSLA
354.33TSLALow:
NVO
10.5NVODetails
PEG Ratio
82.71
High:NVO
188.43NVOLow:
LLY
43.8LLYDetails
Price/Book
8.83
High:
AAPL
42.62AAPLLow:
BAC
1.28BACDetails
Price/Sales
8.07
High:
NVDA
19.89NVDALow:
BA
1.86BADetails
Price/CF
25.98
High:BA
163.87BALow:BAC
9.56BACDetails
Price/FCF
61.45
High:
BABA
1,196.17BABALow:BAC
12.26BACDetails
P/E Ratio
30.01
High:TSLA
354.33TSLALow:NVO
10.5NVODetails
PEG Ratio
82.71
High:NVO
188.43NVOLow:LLY
43.8LLYDetails
Price/Book
8.83
High:AAPL
42.62AAPLLow:BAC
1.28BACDetails
Price/Sales
8.07
High:NVDA
19.89NVDALow:BA
1.86BADetails
Price/CF
25.98
High:BA
163.87BALow:BAC
9.56BACDetails
Price/FCF
61.45
High:BABA
1,196.17BABALow:BAC
12.26BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.64% | Feb 2025 | Jun 2025 | 4 |
-10.23% | Feb 2026 | - | 3 |
-8.72% | Aug 2023 | Dec 2023 | 4 |
-2.97% | Apr 2024 | May 2024 | 1 |
-1.77% | Nov 2025 | Jan 2026 | 2 |
-1.03% | Jul 2024 | Aug 2024 | 1 |