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+1.08%
This Month
+13.72%
Year To Date
+13.35%
2 Years
+13.35%
5 Years
+13.35%
10 Years
+6.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58.11%
- 🖥️ Technology Services24.78%
- 🧩 Miscellaneous20.67%
- 💰 Finance4.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.78%
- 🇬🇧 LSE20.67%
- 🇺🇸 NYSE4.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.99%
Dividends
Dividend Yield
0.05%
1 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AXP (1.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AXP | 0.05% | 1.17% | $2.6 |
Performance Metrics
Score 2.8/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-5.92
-5.92
-6
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-5.92
-5.92
-6
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.27
0.27
0
0.75
1.25
2
2
Information Ratio
-0.98
-0.98
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
129.88
High:
CRWD
7,637.82CRWDLow:
ZS
-510.5ZSDetails
PEG Ratio
55.31
High:CRWD
67.97CRWDLow:AXP
1.17AXPDetails
Price/Book
24.07
High:CRWD
54.72CRWDLow:AXP
5.99AXPDetails
Price/Sales
12.99
High:CRWD
52.78CRWDLow:AXP
2.45AXPDetails
Price/CF
46.57
High:CRWD
98.85CRWDLow:AXP
12.34AXPDetails
Price/FCF
65.25
High:CRWD
130.67CRWDLow:AXP
17.98AXPDetails
P/E Ratio
129.88
High:CRWD
7,637.82CRWDLow:ZS
-510.5ZSDetails
PEG Ratio
55.31
High:CRWD
67.97CRWDLow:AXP
1.17AXPDetails
Price/Book
24.07
High:CRWD
54.72CRWDLow:AXP
5.99AXPDetails
Price/Sales
12.99
High:CRWD
52.78CRWDLow:AXP
2.45AXPDetails
Price/CF
46.57
High:CRWD
98.85CRWDLow:AXP
12.34AXPDetails
Price/FCF
65.25
High:CRWD
130.67CRWDLow:AXP
17.98AXPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.31% | Nov 2025 | Jun 2026 | 7 |
-10.03% | Dec 2024 | Jun 2025 | 6 |
-1.77% | Jul 2025 | Sep 2025 | 2 |