Loading...
-2.47%
This Month
-7.44%
Year To Date
+70.57%
2 Years
+94.11%
5 Years
+94.11%
10 Years
+30.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology99.99%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.99%
Dividends
Dividend Yield
0.02%
1 out of 1 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 | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
3.77
3.77
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
3.77
3.77
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
1.34
1.34
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.23
High:NVDA
35.23NVDALow:NVDA
35.23NVDADetails
PEG Ratio
53.28
High:NVDA
53.28NVDALow:NVDA
53.28NVDADetails
Price/Book
26.68
High:NVDA
26.68NVDALow:NVDA
26.68NVDADetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:NVDA
19.54NVDADetails
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
35.23
High:NVDA
35.23NVDALow:NVDA
35.23NVDADetails
PEG Ratio
53.28
High:NVDA
53.28NVDALow:NVDA
53.28NVDADetails
Price/Book
26.68
High:NVDA
26.68NVDALow:NVDA
26.68NVDADetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:NVDA
19.54NVDADetails
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 |
|---|---|---|---|
-21.89% | Dec 2024 | Jun 2025 | 6 |
-14.75% | Nov 2025 | - | 5 |
-8.44% | Apr 2024 | May 2024 | 1 |
-7.7% | Dec 2023 | Feb 2024 | 2 |
-5.49% | Jul 2024 | Sep 2024 | 2 |
-4.48% | Sep 2023 | Nov 2023 | 2 |
-1.24% | Aug 2025 | Sep 2025 | 1 |