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+20.84%
This Month
+11.12%
Year To Date
+125.02%
2 Years
+195.6%
5 Years
+195.6%
10 Years
+52.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.02%
1 out of 1 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
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
15.77
15.77
-2
0
2
16
16
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
1.96
1.96
0
0.3
0.6
2
2
Beta
1.83
1.83
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
15.77
15.77
-2
0
2
16
16
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
1.07
1.07
0
0.3
0.6
2
2
Calmar Ratio
1.96
1.96
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
41.22
High:NVDA
41.22NVDALow:NVDA
41.22NVDADetails
PEG Ratio
62.34
High:NVDA
62.34NVDALow:NVDA
62.34NVDADetails
Price/Book
31.22
High:NVDA
31.22NVDALow:NVDA
31.22NVDADetails
Price/Sales
22.86
High:NVDA
22.86NVDALow:NVDA
22.86NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
41.22
High:NVDA
41.22NVDALow:NVDA
41.22NVDADetails
PEG Ratio
62.34
High:NVDA
62.34NVDALow:NVDA
62.34NVDADetails
Price/Book
31.22
High:NVDA
31.22NVDALow:NVDA
31.22NVDADetails
Price/Sales
22.86
High:NVDA
22.86NVDALow:NVDA
22.86NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.36% | Jan 2025 | Jun 2025 | 5 |
-17.55% | Nov 2025 | - | 6 |
-7.38% | Sep 2023 | Nov 2023 | 2 |
-6.5% | Apr 2024 | May 2024 | 1 |
-6.32% | Jul 2024 | Oct 2024 | 3 |
-0.38% | Aug 2025 | Sep 2025 | 1 |