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+15.55%
This Month
+3.35%
Year To Date
+82.11%
2 Years
+250.88%
5 Years
+250.88%
10 Years
+41.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.74%
- 📊 ETFs27.05%
- 🚗 Consumer Durables9.34%
- 💰 Finance9.06%
- 🪙 Cryptocurrencies8.2%
- 💼 Commercial Services7.61%
- 💻 Electronic Technology6.41%
- 🧬 Health Technology2.55%
- 🍞 Consumer Non Durables2.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.41%
- 🇺🇸 NYSE42.4%
- 🌍 Digital Currency8.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.84%
- 🇮🇱 Israel10.97%
- 🇨🇳 China9.34%
- 🇩🇰 Denmark2.55%
- 🇨🇦 Canada2.04%
Dividends
Dividend Yield
0.15%
3 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Pay Day | Apr 24, 2026 | $0.50 |
Performance Metrics
Score 8.6/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
17.82
17.82
-2
0
2
18
18
Omega Ratio
2.23
2.23
0
1
1.5
3
3
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
1.5
1.5
0
0.3
0.6
2
2
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.36
2.36
0
1
2
3
3
Jensen's Alpha
17.82
17.82
-2
0
2
18
18
Omega Ratio
2.23
2.23
0
1
1.5
3
3
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
1.05
1.05
0
0.3
0.6
2
2
Calmar Ratio
1.5
1.5
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
116.59
High:
COIN
47COINLow:
MSTR
-9.29MSTRDetails
PEG Ratio
81.74
High:
NVO
209.07NVOLow:
NIO
-18.88NIODetails
Price/Book
3.47
High:NIO
27.69NIOLow:MSTR
1.21MSTRDetails
Price/Sales
5.16
High:MSTR
105.23MSTRLow:NIO
1.37NIODetails
Price/CF
19.85
High:MSTR
7,511.07MSTRLow:
PYPL
8.54PYPLDetails
Price/FCF
56.98
High:MSTR
1,187.5MSTRLow:PYPL
10.09PYPLDetails
P/E Ratio
116.59
High:COIN
47COINLow:MSTR
-9.29MSTRDetails
PEG Ratio
81.74
High:NVO
209.07NVOLow:NIO
-18.88NIODetails
Price/Book
3.47
High:NIO
27.69NIOLow:MSTR
1.21MSTRDetails
Price/Sales
5.16
High:MSTR
105.23MSTRLow:NIO
1.37NIODetails
Price/CF
19.85
High:MSTR
7,511.07MSTRLow:PYPL
8.54PYPLDetails
Price/FCF
56.98
High:MSTR
1,187.5MSTRLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.87% | Aug 2022 | Mar 2023 | 7 |
-20.17% | Oct 2025 | - | 7 |
-6.48% | Jun 2022 | Jul 2022 | 1 |
-6.13% | Dec 2024 | Feb 2025 | 2 |
-5.47% | Mar 2025 | May 2025 | 2 |
-4.51% | Sep 2023 | Nov 2023 | 2 |
-2.65% | Apr 2024 | May 2024 | 1 |
-2.52% | Jul 2024 | Sep 2024 | 2 |
-1.74% | Oct 2024 | Nov 2024 | 1 |
-0.5% | Apr 2023 | May 2023 | 1 |