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-0.7%
This Month
+19.96%
Year To Date
+110.11%
2 Years
+356.48%
5 Years
+1140.01%
10 Years
+52.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology95.2%
- 🖥️ Technology Services4.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
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 7.9/10
Beta
2.22
2.22
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
35.14
35.14
-2
0
2
36
36
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
2.22
2.22
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
35.14
35.14
-2
0
2
36
36
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.9
0.9
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
43.39
High:
NVDA
43.35NVDALow:
CRWV
-43.24CRWVDetails
PEG Ratio
60.07
High:NVDA
74.06NVDALow:CRWV
-217.32CRWVDetails
Price/Book
35.74
High:NVDA
35.78NVDALow:CRWV
10.08CRWVDetails
Price/Sales
22.88
High:NVDA
22.9NVDALow:CRWV
9.08CRWVDetails
Price/CF
54.83
High:NVDA
54.84NVDALow:CRWV
40.39CRWVDetails
Price/FCF
59.73
High:NVDA
59.73NVDALow:NVDA
59.73NVDADetails
P/E Ratio
43.39
High:NVDA
43.35NVDALow:CRWV
-43.24CRWVDetails
PEG Ratio
60.07
High:NVDA
74.06NVDALow:CRWV
-217.32CRWVDetails
Price/Book
35.74
High:NVDA
35.78NVDALow:CRWV
10.08CRWVDetails
Price/Sales
22.88
High:NVDA
22.9NVDALow:CRWV
9.08CRWVDetails
Price/CF
54.83
High:NVDA
54.84NVDALow:CRWV
40.39CRWVDetails
Price/FCF
59.73
High:NVDA
59.73NVDALow:NVDA
59.73NVDADetails
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 |
-15.08% | Nov 2025 | - | 2 |
-10.45% | Sep 2021 | Oct 2021 | 1 |
-5.31% | Jun 2020 | Jul 2020 | 1 |
-1.78% | Aug 2025 | Sep 2025 | 1 |