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+8.85%
This Month
+6.37%
Year To Date
+70.7%
2 Years
+171.75%
5 Years
+171.75%
10 Years
+29.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.29%
- 💻 Electronic Technology26.57%
- 🚗 Consumer Durables12.89%
- 🛍️ Retail Trade10.71%
- 💰 Finance2.54%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.45%
- 🇺🇸 NYSE2.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.13%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.9/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
4.08
4.08
-2
0
2
5
5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.43
1.43
0
1
2
3
3
Jensen's Alpha
4.08
4.08
-2
0
2
5
5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.78
High:
TSLA
372.52TSLALow:
MSTR
-2.36MSTRDetails
PEG Ratio
96.77
High:
META
401.05METALow:
MRVL
12.99MRVLDetails
Price/Book
9.7
High:
PLTR
35.97PLTRLow:
BMNR
0.68BMNRDetails
Price/Sales
8.95
High:BMNR
368.9BMNRLow:
AMZN
3.59AMZNDetails
Price/CF
22.36
High:MSTR
7,511.07MSTRLow:META
11.83METADetails
Price/FCF
65.44
High:MSTR
1,187.5MSTRLow:BMNR
19.22BMNRDetails
P/E Ratio
33.78
High:TSLA
372.52TSLALow:MSTR
-2.36MSTRDetails
PEG Ratio
96.77
High:META
401.05METALow:MRVL
12.99MRVLDetails
Price/Book
9.7
High:PLTR
35.97PLTRLow:BMNR
0.68BMNRDetails
Price/Sales
8.95
High:BMNR
368.9BMNRLow:AMZN
3.59AMZNDetails
Price/CF
22.36
High:MSTR
7,511.07MSTRLow:META
11.83METADetails
Price/FCF
65.44
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 |
-15.13% | Jun 2026 | - | 3 |
-11.79% | Aug 2023 | Nov 2023 | 3 |
-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 |