+2.61%
Today
-8.47%
This Month
-11.26%
Year To Date
+21.95%
2 Years
-2.03%
5 Years
-0.6%
Annualized
- MariosOnoufriou
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.2%
- 💻 Electronic Technology24.89%
- 📊 ETFs8%
- 🚗 Consumer Durables6.54%
- 🪙 Cryptocurrencies6.35%
- 🚚 Transportation6.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.52%
- 🇺🇸 NYSE14.14%
- 🌍 Digital Currency6.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.65%
Dividends
Dividend Yield
0.09%
3 out of 16 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $AVGO (1.21%)
Performance Metrics
Score 3.2/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Drawdowns
- MariosOnoufriou
- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.74% | Dec 2021 | Nov 2024 | 35 |
-15.47% | Feb 2025 | - | 2 |