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+0.12%
This Month
+0.12%
Year To Date
+51.53%
2 Years
+47.36%
5 Years
+47.36%
10 Years
+9.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.65%
- 💵 Cash11.86%
- 🛍️ Retail Trade10.81%
- 💻 Electronic Technology9.81%
- 🏥 Health Services7.91%
- 📊 ETFs7.68%
- 🚚 Transportation4.2%
- 🧬 Health Technology3.37%
- 💰 Finance2.84%
- 🛠️ Producer Manufacturing2.73%
- 🏭 Industrial Services2.28%
- 🪙 Cryptocurrencies2.05%
- 💼 Commercial Services1.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.85%
- 🇺🇸 NYSE34.33%
- 🌍 Digital Currency2.05%
- 🇺🇸 Chicago Board Options Exchange1.74%
- 🇧🇪 Euronext Brussels1.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.52%
- 🇺🇾 Uruguay11.86%
- 🇹🇼 Taiwan7.96%
- 🇩🇰 Denmark3.37%
- 🇮🇱 Israel1.09%
- 🇧🇪 Belgium1.03%
- 🇭🇰 Hong Kong0.86%
- 🇨🇳 China0.58%
Dividends
Dividend Yield
0.29%
9 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-1.7
-1.7
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.38
High:
HIMS
56.33HIMSLow:
ZETA
-172.35ZETADetails
PEG Ratio
164.74
High:
META
433.38METALow:ZETA
-202.29ZETADetails
Price/Book
9.16
High:
YOU
22.74YOULow:
JD.US
1.32JD.USDetails
Price/Sales
9.17
High:
TSM
13.84TSMLow:JD.US
0.23JD.USDetails
Price/CF
18.84
High:HIMS
43.85HIMSLow:
OSCR
6.38OSCRDetails
Price/FCF
48.29
High:HIMS
121.5HIMSLow:OSCR
6.67OSCRDetails
P/E Ratio
29.38
High:HIMS
56.33HIMSLow:ZETA
-172.35ZETADetails
PEG Ratio
164.74
High:META
433.38METALow:ZETA
-202.29ZETADetails
Price/Book
9.16
High:YOU
22.74YOULow:JD.US
1.32JD.USDetails
Price/Sales
9.17
High:TSM
13.84TSMLow:JD.US
0.23JD.USDetails
Price/CF
18.84
High:HIMS
43.85HIMSLow:OSCR
6.38OSCRDetails
Price/FCF
48.29
High:HIMS
121.5HIMSLow:OSCR
6.67OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.76% | Jan 2022 | Feb 2024 | 25 |
-13.4% | Feb 2025 | Jun 2025 | 4 |
-5.38% | Sep 2021 | Dec 2021 | 3 |
-4.06% | Oct 2025 | - | 4 |
-2.89% | Mar 2024 | May 2024 | 2 |
-2.81% | Jul 2024 | Sep 2024 | 2 |
-1.73% | Oct 2024 | Jan 2025 | 3 |
-0.76% | Aug 2025 | Sep 2025 | 1 |