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+11.88%
This Month
+29.63%
Year To Date
+174.32%
2 Years
+174.32%
5 Years
+174.32%
10 Years
+83.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology60.6%
- 🛍️ Retail Trade15.92%
- 🖥️ Technology Services14.78%
- 💰 Finance8.7%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.01%
1 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MU (0.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MU | 0.01% | 0.08% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.38
2.38
0
1
2
3
3
Jensen's Alpha
18.66
18.66
-2
0
2
19
19
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
2.09
2.09
0
0.3
0.6
3
3
Beta
2.2
2.2
0
0.8
1.2
0
3
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
2.38
2.38
0
1
2
3
3
Jensen's Alpha
18.66
18.66
-2
0
2
19
19
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
2.09
2.09
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
40.69
High:
AMD
138.22AMDLow:
ADBE
14.57ADBEDetails
PEG Ratio
105.07
High:
SOFI
359.61SOFILow:MU
7.67MUDetails
Price/Book
8
High:AMD
10.9AMDLow:SOFI
1.93SOFIDetails
Price/Sales
6.07
High:AMD
20.06AMDLow:
PGY
1.2PGYDetails
Price/CF
18.7
High:AMD
45.99AMDLow:PGY
8.93PGYDetails
Price/FCF
87.49
High:
AMZN
325.85AMZNLow:PGY
9.48PGYDetails
P/E Ratio
40.69
High:AMD
138.22AMDLow:ADBE
14.57ADBEDetails
PEG Ratio
105.07
High:SOFI
359.61SOFILow:MU
7.67MUDetails
Price/Book
8
High:AMD
10.9AMDLow:SOFI
1.93SOFIDetails
Price/Sales
6.07
High:AMD
20.06AMDLow:PGY
1.2PGYDetails
Price/CF
18.7
High:AMD
45.99AMDLow:PGY
8.93PGYDetails
Price/FCF
87.49
High:AMZN
325.85AMZNLow:PGY
9.48PGYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.79% | Feb 2026 | Apr 2026 | 2 |
-10.74% | Dec 2024 | May 2025 | 5 |
-5.4% | Nov 2025 | Jan 2026 | 2 |