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+3.07%
This Month
+10.51%
Year To Date
+15.46%
2 Years
+30.37%
5 Years
+30.37%
10 Years
+6.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.08%
- 💻 Electronic Technology40.88%
- 💵 Cash1.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.08%
- 🇺🇸 Nasdaq40.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.88%
Dividends
Dividend Yield
0.01%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-3.15
-3.15
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-3.15
-3.15
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.4
High:NVDA
42.4NVDALow:NVDA
42.4NVDADetails
PEG Ratio
64.13
High:NVDA
64.13NVDALow:NVDA
64.13NVDADetails
Price/Book
32.11
High:NVDA
32.11NVDALow:NVDA
32.11NVDADetails
Price/Sales
23.51
High:NVDA
23.51NVDALow:NVDA
23.51NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
42.4
High:NVDA
42.4NVDALow:NVDA
42.4NVDADetails
PEG Ratio
64.13
High:NVDA
64.13NVDALow:NVDA
64.13NVDADetails
Price/Book
32.11
High:NVDA
32.11NVDALow:NVDA
32.11NVDADetails
Price/Sales
23.51
High:NVDA
23.51NVDALow:NVDA
23.51NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.76% | Jan 2022 | Jul 2023 | 18 |
-14.4% | Jul 2024 | Oct 2025 | 15 |
-8.53% | Aug 2023 | Dec 2023 | 4 |
-7.57% | Mar 2026 | - | 3 |
-4.8% | Apr 2024 | May 2024 | 1 |
-2.77% | Nov 2025 | Dec 2025 | 1 |
-1.03% | Jan 2024 | Feb 2024 | 1 |