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+3.72%
This Month
+3.72%
Year To Date
+24.59%
2 Years
+24.59%
5 Years
+24.59%
10 Years
+24.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash34.72%
- 💻 Electronic Technology17.61%
- 🖥️ Technology Services12.49%
- 🛍️ Retail Trade11.88%
- 🛠️ Producer Manufacturing5.08%
- 🚗 Consumer Durables4.42%
- ⚡ Utilities4.15%
- 🧬 Health Technology3.6%
- 💰 Finance3.25%
- 🏥 Health Services2.8%
- 🚚 Transportation2.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.17%
- 🇺🇸 NYSE24.18%
- 🇳🇱 Euronext Amsterdam2.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.02%
- 🇺🇾 Uruguay4.2%
- 🇹🇼 Taiwan4.13%
- 🇨🇾 Cyprus2.68%
Dividends
Dividend Yield
0.54%
10 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMY (4.61%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
3.28
3.28
-2
0
2
4.5
4.5
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
3.12
3.12
0
0.3
0.6
4
4
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
3.28
3.28
-2
0
2
4.5
4.5
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
3.12
3.12
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
31.92
High:
TSLA
280.13TSLALow:
SYNA
-73.62SYNADetails
PEG Ratio
217.07
High:
V
1,166.53VLow:
UBER
3.88UBERDetails
Price/Book
8.1
High:TSLA
17.43TSLALow:SYNA
2.4SYNADetails
Price/Sales
5.86
High:V
15.84VLow:
UNH
0.71UNHDetails
Price/CF
19.41
High:TSLA
99.57TSLALow:
BMY
5.53BMYDetails
Price/FCF
63.26
High:
NEE
2,356.18NEELow:BMY
8.93BMYDetails
P/E Ratio
31.92
High:TSLA
280.13TSLALow:SYNA
-73.62SYNADetails
PEG Ratio
217.07
High:V
1,166.53VLow:UBER
3.88UBERDetails
Price/Book
8.1
High:TSLA
17.43TSLALow:SYNA
2.4SYNADetails
Price/Sales
5.86
High:V
15.84VLow:UNH
0.71UNHDetails
Price/CF
19.41
High:TSLA
99.57TSLALow:BMY
5.53BMYDetails
Price/FCF
63.26
High:NEE
2,356.18NEELow:BMY
8.93BMYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.35% | Mar 2025 | May 2025 | 2 |
-0.95% | Nov 2025 | Jan 2026 | 2 |