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+5.79%
This Month
+7.37%
Year To Date
+42.71%
2 Years
+261.49%
5 Years
+261.49%
10 Years
+37.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services50.43%
- 💻 Electronic Technology19.22%
- 🛍️ Retail Trade15.87%
- 🪙 Cryptocurrencies10.79%
- 🛠️ Producer Manufacturing2.56%
- 💰 Finance1.05%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.94%
- 🌍 Digital Currency10.79%
- 🇺🇸 NYSE3.14%
- 🇮🇹 Borsa Italiana1.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.94%
- 🇹🇼 Taiwan3.14%
- 🇮🇹 Italy1.05%
Dividends
Dividend Yield
0.21%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (5.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.68
2.68
0
1
2
3
3
Jensen's Alpha
16.14
16.14
-2
0
2
17
17
Omega Ratio
2.52
2.52
0
1
1.5
3
3
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
1.12
1.12
0
0.3
0.6
2
2
Calmar Ratio
3.03
3.03
0
0.3
0.6
4
4
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.68
2.68
0
1
2
3
3
Jensen's Alpha
16.14
16.14
-2
0
2
17
17
Omega Ratio
2.52
2.52
0
1
1.5
3
3
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
1.12
1.12
0
0.3
0.6
2
2
Calmar Ratio
3.03
3.03
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
29.14
High:
TSM
36.08TSMLow:
AVAV
-26.62AVAVDetails
PEG Ratio
161.39
High:
META
401.05METALow:
MU
3.16MUDetails
Price/Book
9.38
High:
NVDA
26.14NVDALow:
MSTR
0.89MSTRDetails
Price/Sales
8.32
High:
USAR
494.61USARLow:
ISP.MI
2.39ISP.MIDetails
Price/CF
19.58
High:MSTR
7,511.07MSTRLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
56.23
High:MSTR
1,187.5MSTRLow:ISP.MI
3.91ISP.MIDetails
P/E Ratio
29.14
High:TSM
36.08TSMLow:AVAV
-26.62AVAVDetails
PEG Ratio
161.39
High:META
401.05METALow:MU
3.16MUDetails
Price/Book
9.38
High:NVDA
26.14NVDALow:MSTR
0.89MSTRDetails
Price/Sales
8.32
High:USAR
494.61USARLow:ISP.MI
2.39ISP.MIDetails
Price/CF
19.58
High:MSTR
7,511.07MSTRLow:ISP.MI
3.47ISP.MIDetails
Price/FCF
56.23
High:MSTR
1,187.5MSTRLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.58% | Jun 2026 | Sep 2026 | 3 |
-10.56% | Nov 2025 | Apr 2026 | 5 |
-10.13% | Feb 2025 | May 2025 | 3 |
-9.08% | Apr 2024 | May 2024 | 1 |
-6.67% | Sep 2022 | Nov 2022 | 2 |
-5.27% | Aug 2023 | Nov 2023 | 3 |
-1.36% | Jul 2024 | Aug 2024 | 1 |
-1.16% | Dec 2022 | Jan 2023 | 1 |
-1.09% | May 2023 | Jun 2023 | 1 |
-0.13% | Aug 2025 | Sep 2025 | 1 |