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-2.34%
This Month
+15.66%
Year To Date
+174.94%
2 Years
+786.04%
5 Years
+786.04%
10 Years
+78.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology53.96%
- 🖥️ Technology Services25.31%
- 🚗 Consumer Durables5.55%
- 📡 Communications5.48%
- 💰 Finance4.04%
- 🏥 Health Services3.96%
- 🛠️ Producer Manufacturing1.3%
- 🪙 Cryptocurrencies0.22%
- 🍞 Consumer Non Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.09%
- 🇺🇸 NYSE19.46%
- 🇭🇰 Hong Kong Exchanges1.23%
- 🌍 Digital Currency0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.41%
- 🇹🇼 Taiwan14.33%
- 🇳🇱 Netherlands13.11%
- 🇨🇳 China1.23%
- 🇧🇷 Brazil0.53%
- 🇸🇪 Sweden0.16%
Dividends
Dividend Yield
0.77%
7 out of 22 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.99%)
Performance Metrics
Score 9.1/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.89
1.89
0
0.5
1
2
2
Sortino Ratio
5.39
5.39
0
1
2
6
6
Jensen's Alpha
43.49
43.49
-2
0
2
44
44
Omega Ratio
4.34
4.34
0
1
1.5
5
5
Treynor Ratio
3.58
3.58
0
0.75
1.25
4
4
Information Ratio
1.67
1.67
0
0.3
0.6
2
2
Calmar Ratio
4.55
4.55
0
0.3
0.6
5
5
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
1.89
1.89
0
0.5
1
2
2
Sortino Ratio
5.39
5.39
0
1
2
6
6
Jensen's Alpha
43.49
43.49
-2
0
2
44
44
Omega Ratio
4.34
4.34
0
1
1.5
5
5
Treynor Ratio
3.58
3.58
0
0.75
1.25
4
4
Information Ratio
1.67
1.67
0
0.3
0.6
2
2
Calmar Ratio
4.55
4.55
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
43.58
High:
TSLA
382.29TSLALow:
INTC
-178.48INTCDetails
PEG Ratio
3.73
High:
NOW
522.47NOWLow:
ASTS
-539.12ASTSDetails
Price/Book
16.34
High:
OTLY
75.84OTLYLow:
CHPT
-23.74CHPTDetails
Price/Sales
14.76
High:ASTS
367.2ASTSLow:OTLY
0.3OTLYDetails
Price/CF
33
High:
PLTR
138.09PLTRLow:
NU
8.55NUDetails
Price/FCF
60.98
High:TSLA
187.89TSLALow:NU
8.56NUDetails
P/E Ratio
43.58
High:TSLA
382.29TSLALow:INTC
-178.48INTCDetails
PEG Ratio
3.73
High:NOW
522.47NOWLow:ASTS
-539.12ASTSDetails
Price/Book
16.34
High:OTLY
75.84OTLYLow:CHPT
-23.74CHPTDetails
Price/Sales
14.76
High:ASTS
367.2ASTSLow:OTLY
0.3OTLYDetails
Price/CF
33
High:PLTR
138.09PLTRLow:NU
8.55NUDetails
Price/FCF
60.98
High:TSLA
187.89TSLALow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.44% | Aug 2023 | Dec 2023 | 4 |
-10.48% | Feb 2025 | Apr 2025 | 2 |
-10.32% | Nov 2025 | May 2026 | 6 |
-6.69% | Dec 2022 | Jan 2023 | 1 |
-4.5% | Apr 2023 | May 2023 | 1 |
-4.21% | Apr 2024 | May 2024 | 1 |
-2.34% | Jun 2026 | - | 1 |
-0.29% | Jul 2024 | Aug 2024 | 1 |