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-3.01%
This Month
+0.18%
Year To Date
+35.09%
2 Years
+52.35%
5 Years
+84.76%
10 Years
+12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance27.02%
- 📊 ETFs23.05%
- 💻 Electronic Technology20.27%
- 💵 Cash16.81%
- 🖥️ Technology Services12.49%
- 💼 Commercial Services3.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.07%
- 🇺🇸 Nasdaq35.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.52%
- 🇳🇱 Netherlands14.48%
Dividends
Dividend Yield
0.41%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
0.57
0.57
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
0.57
0.57
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.08
1.08
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.18
High:
ASML
50.77ASMLLow:
PYPL
7.54PYPLDetails
PEG Ratio
278.84
High:
JPM
1,147.58JPMLow:PYPL
21.33PYPLDetails
Price/Book
7.38
High:
NVDA
37.81NVDALow:
BRK.B
1.56BRK.BDetails
Price/Sales
7.82
High:NVDA
24.2NVDALow:PYPL
1.15PYPLDetails
Price/CF
24.06
High:NVDA
54.84NVDALow:PYPL
8.54PYPLDetails
Price/FCF
37.12
High:
GOOGL
60.54GOOGLLow:PYPL
10.09PYPLDetails
P/E Ratio
29.18
High:ASML
50.77ASMLLow:PYPL
7.54PYPLDetails
PEG Ratio
278.84
High:JPM
1,147.58JPMLow:PYPL
21.33PYPLDetails
Price/Book
7.38
High:NVDA
37.81NVDALow:BRK.B
1.56BRK.BDetails
Price/Sales
7.82
High:NVDA
24.2NVDALow:PYPL
1.15PYPLDetails
Price/CF
24.06
High:NVDA
54.84NVDALow:PYPL
8.54PYPLDetails
Price/FCF
37.12
High:GOOGL
60.54GOOGLLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.54% | Dec 2021 | May 2024 | 29 |
-11.86% | Feb 2025 | Aug 2025 | 6 |
-5.03% | Sep 2021 | Oct 2021 | 1 |
-3.59% | Feb 2021 | Mar 2021 | 1 |
-3.01% | Feb 2026 | - | 1 |
-2.72% | May 2021 | Aug 2021 | 3 |
-0.36% | Aug 2024 | Sep 2024 | 1 |
-0.11% | Nov 2025 | Dec 2025 | 1 |
-0.01% | Oct 2024 | Nov 2024 | 1 |