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-1.65%
This Month
-8.04%
Year To Date
+21.88%
2 Years
-6.67%
5 Years
+60.91%
10 Years
+9.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services53.7%
- 🛍️ Retail Trade15.24%
- 💻 Electronic Technology12.46%
- 💵 Cash6.65%
- 🍞 Consumer Non Durables6.06%
- 💰 Finance2.84%
- 🛠️ Producer Manufacturing1.7%
- 💼 Commercial Services1.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq83.6%
- 🇺🇸 NYSE9.09%
- 🇭🇰 Hong Kong Exchanges0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.86%
- 🇳🇱 Netherlands3.04%
- 🇨🇳 China2.11%
- 🇨🇦 Canada1.66%
Dividends
Dividend Yield
0.36%
7 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2
-2
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2
-2
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28
High:
SHOP
138.43SHOPLow:
INTC
-556.53INTCDetails
PEG Ratio
23.22
High:
ASML
145.31ASMLLow:INTC
-566.72INTCDetails
Price/Book
7.49
High:
SNOW
26.98SNOWLow:
HTGMQ
0.01HTGMQDetails
Price/Sales
6.95
High:
SOUN
20.56SOUNLow:HTGMQ
0HTGMQDetails
Price/CF
21.93
High:SHOP
103.19SHOPLow:
CRWV
11.76CRWVDetails
Price/FCF
73.5
High:
BABA
1,196.17BABALow:
OKTA
18.06OKTADetails
P/E Ratio
28
High:SHOP
138.43SHOPLow:INTC
-556.53INTCDetails
PEG Ratio
23.22
High:ASML
145.31ASMLLow:INTC
-566.72INTCDetails
Price/Book
7.49
High:SNOW
26.98SNOWLow:HTGMQ
0.01HTGMQDetails
Price/Sales
6.95
High:SOUN
20.56SOUNLow:HTGMQ
0HTGMQDetails
Price/CF
21.93
High:SHOP
103.19SHOPLow:CRWV
11.76CRWVDetails
Price/FCF
73.5
High:BABA
1,196.17BABALow:OKTA
18.06OKTADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.36% | Jun 2021 | Oct 2025 | 52 |
-17.7% | Nov 2025 | - | 5 |
-5.96% | Oct 2020 | Nov 2020 | 1 |
-1.35% | Jul 2020 | Sep 2020 | 2 |