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+0.09%
This Month
-4.93%
Year To Date
+53.56%
2 Years
+102.14%
5 Years
+102.14%
10 Years
+22.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.55%
- 🖥️ Technology Services21.95%
- 💰 Finance20.26%
- 🧬 Health Technology9.3%
- 📊 ETFs7.51%
- 🪙 Cryptocurrencies1.27%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.06%
- 🇺🇸 Nasdaq41.52%
- 🌍 Digital Currency1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.28%
- 🇹🇼 Taiwan2.92%
- 🇩🇰 Denmark0.86%
Dividends
Dividend Yield
0.44%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
-3.81
-3.81
-4
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
1.71
1.71
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
-3.81
-3.81
-4
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.59
High:
PLTR
242.08PLTRLow:
CRWD
-322.68CRWDDetails
PEG Ratio
224.43
High:
JPM
1,118.42JPMLow:
LLY
46.05LLYDetails
Price/Book
7.68
High:PLTR
49.59PLTRLow:
ABBV
-127.69ABBVDetails
Price/Sales
9.33
High:
MSTR
90.21MSTRLow:
AXP
2.66AXPDetails
Price/CF
31.86
High:MSTR
7,511.07MSTRLow:JPM
8.75JPMDetails
Price/FCF
45.56
High:MSTR
1,187.5MSTRLow:JPM
10.48JPMDetails
P/E Ratio
31.59
High:PLTR
242.08PLTRLow:CRWD
-322.68CRWDDetails
PEG Ratio
224.43
High:JPM
1,118.42JPMLow:LLY
46.05LLYDetails
Price/Book
7.68
High:PLTR
49.59PLTRLow:ABBV
-127.69ABBVDetails
Price/Sales
9.33
High:MSTR
90.21MSTRLow:AXP
2.66AXPDetails
Price/CF
31.86
High:MSTR
7,511.07MSTRLow:JPM
8.75JPMDetails
Price/FCF
45.56
High:MSTR
1,187.5MSTRLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.12% | Aug 2023 | Feb 2024 | 6 |
-17.74% | Dec 2022 | Jun 2023 | 6 |
-13.48% | Dec 2024 | May 2025 | 5 |
-9.39% | Nov 2025 | - | 5 |
-7.33% | Apr 2024 | May 2024 | 1 |
-2.56% | Jul 2024 | Sep 2024 | 2 |
-1.95% | Aug 2025 | Sep 2025 | 1 |