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-8.99%
This Month
+4.79%
Year To Date
+68.98%
2 Years
+167.73%
5 Years
+167.73%
10 Years
+30.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.4%
- 💻 Electronic Technology21.25%
- 🚗 Consumer Durables13.34%
- 🛍️ Retail Trade9.92%
- 💵 Cash9.66%
- 💰 Finance2.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.14%
- 🇺🇸 NYSE7.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States92.22%
Dividends
Dividend Yield
0.11%
6 out of 12 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Performance Metrics
Score 7.5/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
8.48
8.48
-2
0
2
9
9
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.38
1.38
0
0.3
0.6
2
2
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
8.48
8.48
-2
0
2
9
9
Omega Ratio
1.74
1.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.47
1.47
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
1.38
1.38
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.54
High:
TSLA
382.29TSLALow:
NET
-1,081.92NETDetails
PEG Ratio
98.44
High:
META
376.16METALow:
MRVL
17.43MRVLDetails
Price/Book
10.17
High:NET
62.18NETLow:
BMNR
0.9BMNRDetails
Price/Sales
9.39
High:BMNR
486.7BMNRLow:
AMZN
3.72AMZNDetails
Price/CF
22.84
High:
MSTR
7,511.07MSTRLow:META
11.83METADetails
Price/FCF
69.03
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
P/E Ratio
35.54
High:TSLA
382.29TSLALow:NET
-1,081.92NETDetails
PEG Ratio
98.44
High:META
376.16METALow:MRVL
17.43MRVLDetails
Price/Book
10.17
High:NET
62.18NETLow:BMNR
0.9BMNRDetails
Price/Sales
9.39
High:BMNR
486.7BMNRLow:AMZN
3.72AMZNDetails
Price/CF
22.84
High:MSTR
7,511.07MSTRLow:META
11.83METADetails
Price/FCF
69.03
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.11% | Aug 2022 | Mar 2023 | 7 |
-19.6% | Nov 2025 | May 2026 | 6 |
-16.25% | Feb 2025 | May 2025 | 3 |
-11.79% | Aug 2023 | Nov 2023 | 3 |
-8.99% | Jun 2026 | - | 1 |
-8.97% | Jun 2022 | Jul 2022 | 1 |
-6.95% | Apr 2024 | May 2024 | 1 |
-2.17% | Apr 2023 | May 2023 | 1 |
-1.99% | Dec 2024 | Jan 2025 | 1 |
-1.23% | Jan 2024 | Feb 2024 | 1 |
-0.47% | Aug 2024 | Sep 2024 | 1 |