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0%
Today
0%
This Month
+83.58%
Year To Date
+428.27%
2 Years
+428.27%
5 Years
+158.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services58.74%
- 💻 Electronic Technology33.31%
- 💰 Finance5.87%
- 🚗 Consumer Durables1.09%
- 🛍️ Retail Trade0.65%
- 🪙 Cryptocurrencies0.12%
- 💵 Cash0.07%
- 🚚 Transportation0.07%
- ⛏️ Energy Minerals0.04%
- 🏭 Industrial Services0.03%
- 📡 Communications0.02%
- 🧬 Health Technology0.02%
- 🍞 Consumer Non Durables0.01%
- 🛠️ Producer Manufacturing0.01%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.42%
- 🇺🇸 NYSE29.45%
- 🌍 Digital Currency0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.67%
- 🇸🇬 Singapore0.07%
- 🇰🇾 Cayman Islands0.06%
- 🇮🇱 Israel0.05%
- 🇳🇱 Netherlands0.02%
Dividends
Dividend Yield
0.01%
6 out of 36 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $O (5.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
 IBM | Pay Day | Jun 10, 2025 | $1.68 |
 VG | Ex-Dividend | Jun 10, 2025 | $0.02 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 O | Pay Day | Jun 13, 2025 | $0.27 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
VG | Pay Day | Jun 30, 2025 | $0.02 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
Performance Metrics
Score 8.7/10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
2.11
2.11
0
0.5
1
3
3
Sortino Ratio
8.94
8.94
0
1
2
9
9
Jensen's Alpha
122.86
122.86
-2
0
2
123
123
Omega Ratio
6.25
6.25
0
1
1.5
7
7
Treynor Ratio
5.15
5.15
0
0.75
1.25
6
6
Information Ratio
1.98
1.98
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
1.78
1.78
0
0.8
1.2
0
2
Sharpe Ratio
2.11
2.11
0
0.5
1
3
3
Sortino Ratio
8.94
8.94
0
1
2
9
9
Jensen's Alpha
122.86
122.86
-2
0
2
123
123
Omega Ratio
6.25
6.25
0
1
1.5
7
7
Treynor Ratio
5.15
5.15
0
0.75
1.25
6
6
Information Ratio
1.98
1.98
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
200.95
High:
GRAB
869.64GRABLow:
HNST
-266.14HNSTDetails
PEG Ratio
622.25
High:
O
1,981.34OLow:HNST
-288.03HNSTDetails
Price/Book
30.31
High:
PLTR
57.33PLTRLow:
RBRK
-32.68RBRKDetails
Price/Sales
29.24
High:
JOBY
54,029.07JOBYLow:
ACHR
-ACHRDetails
Price/CF
84.56
High:HNST
471.67HNSTLow:
FUBO
6.68FUBODetails
Price/FCF
135.22
High:HNST
718.93HNSTLow:
NU
5.19NUDetails
P/E Ratio
200.95
High:GRAB
869.64GRABLow:HNST
-266.14HNSTDetails
PEG Ratio
622.25
High:O
1,981.34OLow:HNST
-288.03HNSTDetails
Price/Book
30.31
High:PLTR
57.33PLTRLow:RBRK
-32.68RBRKDetails
Price/Sales
29.24
High:JOBY
54,029.07JOBYLow:ACHR
-ACHRDetails
Price/CF
84.56
High:HNST
471.67HNSTLow:FUBO
6.68FUBODetails
Price/FCF
135.22
High:HNST
718.93HNSTLow:NU
5.19NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.19% | Mar 2024 | Jun 2024 | 3 |
-10.21% | Jan 2024 | Feb 2024 | 1 |
-4.03% | Feb 2025 | Apr 2025 | 2 |