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-1.79%
This Month
-6.25%
Year To Date
+49.56%
2 Years
+40.23%
5 Years
+40.23%
10 Years
+7.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.26%
- 🖥️ Technology Services22.23%
- 💰 Finance14.19%
- 🛍️ Retail Trade10.48%
- 🚗 Consumer Durables8.05%
- ⛏️ Energy Minerals4.6%
- 🏥 Health Services3.61%
- 🪙 Cryptocurrencies3.56%
- 🛠️ Producer Manufacturing1.63%
- ❓ Other1.31%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.85%
- 🇺🇸 NYSE27.2%
- 🌍 Digital Currency3.56%
- Regular Trading Hours - RTH1.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.9%
- 🇬🇧 United Kingdom5.26%
- 🇨🇳 China3.16%
- 🇮🇱 Israel2.86%
- 🇮🇪 Ireland0.87%
Dividends
Dividend Yield
0.78%
12 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (4.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.62
-2.62
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.62
-2.62
-3
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.91
High:
TSLA
377.27TSLALow:
OKLO
-126.35OKLODetails
PEG Ratio
139.5
High:
JPM
1,118.42JPMLow:OKLO
-140.49OKLODetails
Price/Book
11.95
High:
AAPL
43.77AAPLLow:
O
1.56ODetails
Price/Sales
8.94
High:
ARM
28.4ARMLow:OKLO
-OKLODetails
Price/CF
28.3
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
55.82
High:
BABA
1,196.17BABALow:
ETOR
9.25ETORDetails
P/E Ratio
33.91
High:TSLA
377.27TSLALow:OKLO
-126.35OKLODetails
PEG Ratio
139.5
High:JPM
1,118.42JPMLow:OKLO
-140.49OKLODetails
Price/Book
11.95
High:AAPL
43.77AAPLLow:O
1.56ODetails
Price/Sales
8.94
High:ARM
28.4ARMLow:OKLO
-OKLODetails
Price/CF
28.3
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
55.82
High:BABA
1,196.17BABALow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.43% | Nov 2021 | May 2024 | 30 |
-16.55% | Feb 2025 | Jun 2025 | 4 |
-12.59% | Nov 2025 | - | 5 |
-10.22% | Sep 2021 | Oct 2021 | 1 |
-3.1% | Jul 2024 | Sep 2024 | 2 |