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-0.76%
This Month
+13.79%
Year To Date
+76.74%
2 Years
+179.2%
5 Years
+239.23%
10 Years
+12.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.66%
- 💵 Cash34.48%
- 📊 ETFs13.37%
- 🖥️ Technology Services11.84%
- 🪙 Cryptocurrencies8.6%
- 💰 Finance1.77%
- 🧬 Health Technology1.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.31%
- 🇺🇸 NYSE12.95%
- 🌍 Digital Currency8.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.9%
Dividends
Dividend Yield
0.21%
5 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (5.61%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
2.72
2.72
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.74
High:
AMD
104.17AMDLow:
RYTM
-36.6RYTMDetails
PEG Ratio
163.65
High:
O
2,957.46OLow:RYTM
-128.56RYTMDetails
Price/Book
22.02
High:
AAPL
55.76AAPLLow:
MRNA
1.23MRNADetails
Price/Sales
14.94
High:RYTM
43.16RYTMLow:MRNA
5.15MRNADetails
Price/CF
39.12
High:MRNA
62.64MRNALow:
STAG
14.16STAGDetails
Price/FCF
57.58
High:STAG
118.67STAGLow:AAPL
45.56AAPLDetails
P/E Ratio
39.74
High:AMD
104.17AMDLow:RYTM
-36.6RYTMDetails
PEG Ratio
163.65
High:O
2,957.46OLow:RYTM
-128.56RYTMDetails
Price/Book
22.02
High:AAPL
55.76AAPLLow:MRNA
1.23MRNADetails
Price/Sales
14.94
High:RYTM
43.16RYTMLow:MRNA
5.15MRNADetails
Price/CF
39.12
High:MRNA
62.64MRNALow:STAG
14.16STAGDetails
Price/FCF
57.58
High:STAG
118.67STAGLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.51% | Dec 2021 | Feb 2024 | 26 |
-15.2% | Sep 2020 | Nov 2020 | 2 |
-13.23% | Apr 2015 | Aug 2020 | 64 |
-13.22% | Dec 2024 | Jun 2025 | 6 |
-7.54% | Nov 2025 | - | 2 |
-6.68% | Feb 2021 | Apr 2021 | 2 |
-6.28% | Apr 2024 | May 2024 | 1 |
-3.62% | Sep 2021 | Oct 2021 | 1 |
-2.31% | May 2021 | Jun 2021 | 1 |
-1.83% | Jul 2024 | Sep 2024 | 2 |
-0.73% | Oct 2024 | Nov 2024 | 1 |