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-1.58%
This Month
-1.58%
Year To Date
+22.68%
2 Years
+8.76%
5 Years
+8.76%
10 Years
+1.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.12%
- 💵 Cash21.45%
- 💰 Finance11.49%
- 🛠️ Producer Manufacturing7.45%
- 💼 Commercial Services6.64%
- 🛍️ Retail Trade2.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.16%
- 🇺🇸 NYSE11.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.31%
- 🇮🇱 Israel14.13%
- 🇳🇴 Norway11.01%
- 🇰🇷 South Korea10.19%
Dividends
Dividend Yield
0.72%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OPRA (5.9%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-8.4
-8.4
-9
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
0
0
0
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0
0
0
0.5
1
1.5
1.5
Sortino Ratio
0
0
0
1
2
3
3
Jensen's Alpha
-8.4
-8.4
-9
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
0
0
0
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.42
High:
AMZN
32.63AMZNLow:
PERI
-35.34PERIDetails
PEG Ratio
314.32
High:
DBX
584.22DBXLow:
FISV
40FISVDetails
Price/Book
4.18
High:
GOOG
10.06GOOGLow:DBX
-4.25DBXDetails
Price/Sales
5.31
High:GOOG
10.2GOOGLow:PERI
0.88PERIDetails
Price/CF
19.66
High:
BRK.B
27.53BRK.BLow:DBX
8.61DBXDetails
Price/FCF
53.48
High:AMZN
225.5AMZNLow:DBX
8.74DBXDetails
P/E Ratio
24.42
High:AMZN
32.63AMZNLow:PERI
-35.34PERIDetails
PEG Ratio
314.32
High:DBX
584.22DBXLow:FISV
40FISVDetails
Price/Book
4.18
High:GOOG
10.06GOOGLow:DBX
-4.25DBXDetails
Price/Sales
5.31
High:GOOG
10.2GOOGLow:PERI
0.88PERIDetails
Price/CF
19.66
High:BRK.B
27.53BRK.BLow:DBX
8.61DBXDetails
Price/FCF
53.48
High:AMZN
225.5AMZNLow:DBX
8.74DBXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.35% | Jul 2021 | Nov 2024 | 40 |
-10.96% | Feb 2025 | Sep 2025 | 7 |
-6.77% | Oct 2025 | - | 4 |
-0.47% | Dec 2024 | Jan 2025 | 1 |