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+0.88%
This Month
-4.94%
Year To Date
+60.4%
2 Years
+65.49%
5 Years
+1147.62%
10 Years
+48.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology94.96%
- 🖥️ Technology Services5.04%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.99%
Dividends
Dividend Yield
0.02%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
33.39
33.39
-2
0
2
34
34
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.93
1.93
0
1
2
3
3
Jensen's Alpha
33.39
33.39
-2
0
2
34
34
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.9
High:NVDA
35.86NVDALow:
CRWV
-30.82CRWVDetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.14
High:NVDA
27.16NVDALow:CRWV
11.81CRWVDetails
Price/Sales
19.87
High:NVDA
19.89NVDALow:CRWV
7.67CRWVDetails
Price/CF
44.58
High:NVDA
44.64NVDALow:CRWV
11.76CRWVDetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
35.9
High:NVDA
35.86NVDALow:CRWV
-30.82CRWVDetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.14
High:NVDA
27.16NVDALow:CRWV
11.81CRWVDetails
Price/Sales
19.87
High:NVDA
19.89NVDALow:CRWV
7.67CRWVDetails
Price/CF
44.58
High:NVDA
44.64NVDALow:CRWV
11.76CRWVDetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
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 | - | 6 |
-10.45% | Sep 2021 | Oct 2021 | 1 |
-5.31% | Jun 2020 | Jul 2020 | 1 |
-1.78% | Aug 2025 | Sep 2025 | 1 |