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-1.9%
This Month
-1.9%
Year To Date
+60.16%
2 Years
+32.67%
5 Years
+114.89%
10 Years
+12.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services69.96%
- 🛍️ Retail Trade19.59%
- 💼 Commercial Services7.31%
- 💰 Finance2.95%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq92.6%
- 🇺🇸 NYSE7.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.81%
Dividends
Dividend Yield
0.28%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FDS (1.62%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
3.32
3.32
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
3.32
3.32
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.8
High:
CDNS
82.7CDNSLow:
SNOW
-53.52SNOWDetails
PEG Ratio
379.79
High:CDNS
5,203.22CDNSLow:
ADBE
52.37ADBEDetails
Price/Book
8.63
High:
MA
59.37MALow:
PYPL
2.52PYPLDetails
Price/Sales
7.02
High:CDNS
16.83CDNSLow:PYPL
1.58PYPLDetails
Price/CF
21.19
High:SNOW
106.88SNOWLow:PYPL
10.02PYPLDetails
Price/FCF
73.1
High:
AMZN
225.5AMZNLow:PYPL
11.57PYPLDetails
P/E Ratio
32.8
High:CDNS
82.7CDNSLow:SNOW
-53.52SNOWDetails
PEG Ratio
379.79
High:CDNS
5,203.22CDNSLow:ADBE
52.37ADBEDetails
Price/Book
8.63
High:MA
59.37MALow:PYPL
2.52PYPLDetails
Price/Sales
7.02
High:CDNS
16.83CDNSLow:PYPL
1.58PYPLDetails
Price/CF
21.19
High:SNOW
106.88SNOWLow:PYPL
10.02PYPLDetails
Price/FCF
73.1
High:AMZN
225.5AMZNLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.14% | Nov 2021 | Sep 2024 | 34 |
-11.93% | Feb 2025 | Jun 2025 | 4 |
-7.3% | Sep 2020 | Nov 2020 | 2 |
-5.95% | Feb 2021 | Jun 2021 | 4 |
-4.8% | Jul 2021 | Oct 2021 | 3 |
-3.77% | Sep 2025 | - | 5 |