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-3.47%
This Month
+60.53%
Year To Date
+152.82%
2 Years
+158.9%
5 Years
+610.38%
10 Years
+40.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.74%
- 💵 Cash39.18%
- 📈 Indexes11.6%
- 🖥️ Technology Services4.44%
- ⚡ Utilities0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.45%
- 🌍 CFD11.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.01%
- 🇰🇾 Cayman Islands4.44%
Dividends
Dividend Yield
0.08%
2 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 7.3/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
15.08
15.08
-2
0
2
16
16
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
15.08
15.08
-2
0
2
16
16
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.47
High:
CRDO
87.62CRDOLow:
NFE
-0.07NFEDetails
PEG Ratio
54.2
High:
AAPL
130.22AAPLLow:CRDO
11.6CRDODetails
Price/Book
29.85
High:AAPL
42.87AAPLLow:NFE
-0.85NFEDetails
Price/Sales
16.57
High:CRDO
31.39CRDOLow:NFE
0.12NFEDetails
Price/CF
35.54
High:CRDO
70.78CRDOLow:NFE
22.99NFEDetails
Price/FCF
42.95
High:CRDO
84.8CRDOLow:AAPL
32.24AAPLDetails
P/E Ratio
34.47
High:CRDO
87.62CRDOLow:NFE
-0.07NFEDetails
PEG Ratio
54.2
High:AAPL
130.22AAPLLow:CRDO
11.6CRDODetails
Price/Book
29.85
High:AAPL
42.87AAPLLow:NFE
-0.85NFEDetails
Price/Sales
16.57
High:CRDO
31.39CRDOLow:NFE
0.12NFEDetails
Price/CF
35.54
High:CRDO
70.78CRDOLow:NFE
22.99NFEDetails
Price/FCF
42.95
High:CRDO
84.8CRDOLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-69.28% | Nov 2021 | Sep 2024 | 34 |
-16.29% | Jan 2025 | Jun 2025 | 5 |
-8% | Sep 2021 | Oct 2021 | 1 |
-6.83% | Aug 2025 | Sep 2025 | 1 |
-6.28% | Mar 2021 | Jun 2021 | 3 |
-5.45% | Oct 2024 | Nov 2024 | 1 |
-5.17% | Oct 2020 | Nov 2020 | 1 |
-3.47% | Jun 2026 | - | 1 |
-3.18% | Mar 2026 | Apr 2026 | 1 |
-0.62% | Jul 2021 | Aug 2021 | 1 |