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-1.43%
This Month
-4.18%
Year To Date
+4.81%
2 Years
-11.66%
5 Years
-11.66%
10 Years
-4.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology99.68%
- 💵 Cash0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.68%
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 2.2/10
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.56
-0.56
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.67
-0.67
-1
1
2
3
3
Jensen's Alpha
-12.8
-12.8
-13
0
2
4.5
4.5
Omega Ratio
0.2
0.2
0
1
1.5
2.5
2.5
Treynor Ratio
-1.77
-1.77
-2
0.75
1.25
2
2
Information Ratio
-1.56
-1.56
-2
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.37
0.37
0
0.8
1.2
0
2
Sharpe Ratio
-0.56
-0.56
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.67
-0.67
-1
1
2
3
3
Jensen's Alpha
-12.8
-12.8
-13
0
2
4.5
4.5
Omega Ratio
0.2
0.2
0
1
1.5
2.5
2.5
Treynor Ratio
-1.77
-1.77
-2
0.75
1.25
2
2
Information Ratio
-1.56
-1.56
-2
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.49
High:NVDA
40.49NVDALow:NVDA
40.49NVDADetails
PEG Ratio
61.24
High:NVDA
61.24NVDALow:NVDA
61.24NVDADetails
Price/Book
30.66
High:NVDA
30.66NVDALow:NVDA
30.66NVDADetails
Price/Sales
22.45
High:NVDA
22.45NVDALow:NVDA
22.45NVDADetails
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
40.49
High:NVDA
40.49NVDALow:NVDA
40.49NVDADetails
PEG Ratio
61.24
High:NVDA
61.24NVDALow:NVDA
61.24NVDADetails
Price/Book
30.66
High:NVDA
30.66NVDALow:NVDA
30.66NVDADetails
Price/Sales
22.45
High:NVDA
22.45NVDALow:NVDA
22.45NVDADetails
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 |
|---|---|---|---|
-27.96% | Mar 2024 | - | 27 |
-0.65% | Jan 2024 | Feb 2024 | 1 |