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-0.38%
This Month
-2.14%
Year To Date
+32.39%
2 Years
+38.25%
5 Years
+99.12%
10 Years
+11.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.61%
- 💻 Electronic Technology25.45%
- 🛍️ Retail Trade20.58%
- 🛠️ Producer Manufacturing10.69%
- 📊 ETFs9.25%
- 👥 Copy Trading6.34%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq76.66%
- 🇺🇸 NYSE21.43%
- 🇨🇭 SIX0.31%
- 🇬🇧 LSE0.22%
- 🇩🇪 FRA0.17%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇦🇪 Dubai Financial Market0.14%
- 🇫🇷 Euronext Paris0.14%
- 🇪🇸 Bolsa De Madrid0.13%
- 🇺🇸 Chicago Board Options Exchange0.11%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.84%
- 🇹🇼 Taiwan0.54%
- 🇨🇭 Switzerland0.31%
- 🇨🇦 Canada0.27%
- 🇳🇱 Netherlands0.27%
- 🇩🇪 Germany0.17%
- 🇸🇪 Sweden0.15%
- 🇫🇷 France0.14%
- 🇪🇸 Spain0.13%
- 🇩🇰 Denmark0.1%
- 🇳🇴 Norway0.08%
- 🇨🇳 China0.07%
- 🇰🇷 South Korea0.06%
- 🇫🇮 Finland0.04%
- 🇧🇷 Brazil0.03%
- 🇱🇺 Luxembourg0.03%
- 🇬🇧 United Kingdom0.03%
- 🇮🇱 Israel0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.39%
8 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.65
-1.65
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.65
-1.65
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.33
High:
AMD
75.1AMDLow:
CRWD
-304.62CRWDDetails
PEG Ratio
92.09
High:
AAPL
130.91AAPLLow:AMD
46AMDDetails
Price/Book
9.03
High:AAPL
44.13AAPLLow:
CRM
3.03CRMDetails
Price/Sales
6.1
High:CRWD
21.19CRWDLow:
LMT
2.09LMTDetails
Price/CF
23.27
High:CRWD
93.46CRWDLow:LMT
13.11LMTDetails
Price/FCF
66.54
High:
AMZN
325.85AMZNLow:CRM
15.57CRMDetails
P/E Ratio
30.33
High:AMD
75.1AMDLow:CRWD
-304.62CRWDDetails
PEG Ratio
92.09
High:AAPL
130.91AAPLLow:AMD
46AMDDetails
Price/Book
9.03
High:AAPL
44.13AAPLLow:CRM
3.03CRMDetails
Price/Sales
6.1
High:CRWD
21.19CRWDLow:LMT
2.09LMTDetails
Price/CF
23.27
High:CRWD
93.46CRWDLow:LMT
13.11LMTDetails
Price/FCF
66.54
High:AMZN
325.85AMZNLow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.64% | Nov 2021 | Jun 2024 | 31 |
-16.44% | Feb 2025 | Jul 2025 | 5 |
-15.49% | Feb 2020 | Jul 2020 | 5 |
-7.41% | Feb 2026 | - | 2 |
-3.6% | Sep 2021 | Oct 2021 | 1 |
-3.55% | Nov 2025 | Jan 2026 | 2 |
-2.88% | Jul 2024 | Sep 2024 | 2 |
-2.66% | Sep 2020 | Nov 2020 | 2 |
-1.11% | Oct 2024 | Nov 2024 | 1 |
-0.61% | Jul 2021 | Aug 2021 | 1 |
-0.18% | Aug 2019 | Sep 2019 | 1 |