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-15.33%
This Month
-8.98%
Year To Date
+11.51%
2 Years
+73.93%
5 Years
+215.65%
10 Years
+22.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology53.24%
- 🖥️ Technology Services23.09%
- 💵 Cash10.45%
- 💰 Finance9.83%
- 🚗 Consumer Durables4.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.69%
- 🇺🇸 NYSE6.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.95%
- 🇮🇱 Israel6.11%
Dividends
Dividend Yield
0.01%
3 out of 10 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.23%)
Performance Metrics
Score 7/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
8.45
8.45
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
8.45
8.45
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.78
High:
TSLA
382.29TSLALow:
RKLB
-363.15RKLBDetails
PEG Ratio
-364.37
High:
INOD
4,192.14INODLow:RKLB
-1,817.07RKLBDetails
Price/Book
18.75
High:INOD
30.93INODLow:
ETOR
2.39ETORDetails
Price/Sales
17.31
High:RKLB
106.86RKLBLow:ETOR
3.94ETORDetails
Price/CF
37.38
High:
HOOD
90.65HOODLow:ETOR
9.24ETORDetails
Price/FCF
59.48
High:TSLA
187.89TSLALow:ETOR
9.45ETORDetails
P/E Ratio
42.78
High:TSLA
382.29TSLALow:RKLB
-363.15RKLBDetails
PEG Ratio
-364.37
High:INOD
4,192.14INODLow:RKLB
-1,817.07RKLBDetails
Price/Book
18.75
High:INOD
30.93INODLow:ETOR
2.39ETORDetails
Price/Sales
17.31
High:RKLB
106.86RKLBLow:ETOR
3.94ETORDetails
Price/CF
37.38
High:HOOD
90.65HOODLow:ETOR
9.24ETORDetails
Price/FCF
59.48
High:TSLA
187.89TSLALow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.69% | Nov 2021 | Jan 2024 | 26 |
-28.55% | Nov 2025 | - | 8 |
-14.67% | Feb 2025 | Jun 2025 | 4 |
-6.36% | Jul 2024 | Oct 2024 | 3 |
-4.81% | Dec 2024 | Jan 2025 | 1 |
-4.31% | Apr 2024 | May 2024 | 1 |
-4.02% | Aug 2025 | Sep 2025 | 1 |
-3.49% | Sep 2020 | Nov 2020 | 2 |
-2.94% | Mar 2021 | May 2021 | 2 |
-1.97% | Jul 2021 | Aug 2021 | 1 |
-1.77% | Sep 2021 | Oct 2021 | 1 |