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-0.31%
This Month
+19.79%
Year To Date
+61.2%
2 Years
+170.64%
5 Years
+1472.11%
10 Years
+52.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology95.7%
- 💵 Cash4.83%
- 🛍️ Retail Trade1.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.07%
- 🇬🇧 United Kingdom14.97%
Dividends
Dividend Yield
0.1%
2 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 7.9/10
Beta
2.15
2.15
0
0.8
1.2
0
3
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
34.13
34.13
-2
0
2
35
35
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
2.15
2.15
0
0.8
1.2
0
3
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
34.13
34.13
-2
0
2
35
35
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.33
High:
ARM
464.84ARMLow:
AAOI
-307.32AAOIDetails
PEG Ratio
578.52
High:ARM
3,592.02ARMLow:AAOI
-370.62AAOIDetails
Price/Book
26.11
High:ARM
50.52ARMLow:
AMZN
6.18AMZNDetails
Price/Sales
20.42
High:ARM
85.41ARMLow:AMZN
3.72AMZNDetails
Price/CF
40.26
High:ARM
106.02ARMLow:AMZN
15.25AMZNDetails
Price/FCF
49.41
High:AMZN
325.85AMZNLow:
AMD
38.87AMDDetails
P/E Ratio
34.33
High:ARM
464.84ARMLow:AAOI
-307.32AAOIDetails
PEG Ratio
578.52
High:ARM
3,592.02ARMLow:AAOI
-370.62AAOIDetails
Price/Book
26.11
High:ARM
50.52ARMLow:AMZN
6.18AMZNDetails
Price/Sales
20.42
High:ARM
85.41ARMLow:AMZN
3.72AMZNDetails
Price/CF
40.26
High:ARM
106.02ARMLow:AMZN
15.25AMZNDetails
Price/FCF
49.41
High:AMZN
325.85AMZNLow:AMD
38.87AMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.89% | Dec 2021 | Jun 2025 | 42 |
-24.44% | Feb 2020 | Apr 2020 | 2 |
-22.95% | May 2021 | Aug 2021 | 3 |
-16.32% | Sep 2020 | Nov 2020 | 2 |
-15.3% | Nov 2025 | May 2026 | 6 |
-10.45% | Sep 2021 | Oct 2021 | 1 |
-5.31% | Jun 2020 | Jul 2020 | 1 |
-1.78% | Aug 2025 | Sep 2025 | 1 |
-0.31% | Jun 2026 | - | 1 |