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-0.28%
This Month
-4.3%
Year To Date
+25.29%
2 Years
+66.46%
5 Years
+100.08%
10 Years
+13.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.89%
- 💻 Electronic Technology20.3%
- 🪙 Cryptocurrencies13.07%
- 🛍️ Retail Trade10.15%
- 🍞 Consumer Non Durables8.67%
- 🧬 Health Technology8.5%
- 📡 Communications7.34%
- 💵 Cash5.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.34%
- 🇺🇸 NYSE24.5%
- 🌍 Digital Currency13.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.85%
Dividends
Dividend Yield
1.38%
7 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MO (6.19%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
0.75
0.75
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
0.75
0.75
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.23
High:
AAPL
33.21AAPLLow:
T
9.5TDetails
PEG Ratio
83.35
High:AAPL
129.82AAPLLow:T
9.09TDetails
Price/Book
9.09
High:AAPL
43.77AAPLLow:
MO
-32.57MODetails
Price/Sales
6.47
High:
MSFT
9.9MSFTLow:T
1.64TDetails
Price/CF
19.26
High:AAPL
29.89AAPLLow:T
4.38TDetails
Price/FCF
51.84
High:
AMZN
325.85AMZNLow:T
15.68TDetails
P/E Ratio
28.23
High:AAPL
33.21AAPLLow:T
9.5TDetails
PEG Ratio
83.35
High:AAPL
129.82AAPLLow:T
9.09TDetails
Price/Book
9.09
High:AAPL
43.77AAPLLow:MO
-32.57MODetails
Price/Sales
6.47
High:MSFT
9.9MSFTLow:T
1.64TDetails
Price/CF
19.26
High:AAPL
29.89AAPLLow:T
4.38TDetails
Price/FCF
51.84
High:AMZN
325.85AMZNLow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.75% | Sep 2021 | Dec 2023 | 27 |
-11.17% | Feb 2025 | Jun 2025 | 4 |
-10.74% | Oct 2025 | - | 6 |
-7.95% | Apr 2024 | Jun 2024 | 2 |
-2.44% | May 2021 | Jun 2021 | 1 |
-1.08% | Dec 2024 | Jan 2025 | 1 |
-0.5% | Jul 2024 | Sep 2024 | 2 |
-0.36% | Jan 2021 | Feb 2021 | 1 |