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-3.42%
This Month
-8.44%
Year To Date
+168.37%
2 Years
+387.39%
5 Years
+387.39%
10 Years
+60.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology27.38%
- 🛠️ Producer Manufacturing22.26%
- 💻 Electronic Technology21.72%
- 🖥️ Technology Services10.86%
- 💰 Finance8.56%
- 📡 Communications3.19%
- 🏥 Health Services2.76%
- 📊 ETFs1.76%
- 🪙 Cryptocurrencies1.14%
- 🪨 Non Energy Minerals0.35%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.65%
- 🇺🇸 Nasdaq36.2%
- 🌍 Digital Currency1.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.48%
- 🇬🇧 United Kingdom3.84%
- 🇮🇱 Israel1.42%
- 🇨🇦 Canada0.35%
Dividends
Dividend Yield
0.85%
5 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IVR (16.51%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
1.76
1.76
0
0.5
1
2
2
Sortino Ratio
4.3
4.3
0
1
2
5
5
Jensen's Alpha
30.51
30.51
-2
0
2
31
31
Omega Ratio
4.37
4.37
0
1
1.5
5
5
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
1.8
1.8
0
0.3
0.6
2
2
Calmar Ratio
2.83
2.83
0
0.3
0.6
3
3
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
1.76
1.76
0
0.5
1
2
2
Sortino Ratio
4.3
4.3
0
1
2
5
5
Jensen's Alpha
30.51
30.51
-2
0
2
31
31
Omega Ratio
4.37
4.37
0
1
1.5
5
5
Treynor Ratio
2.34
2.34
0
0.75
1.25
3
3
Information Ratio
1.8
1.8
0
0.3
0.6
2
2
Calmar Ratio
2.83
2.83
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
43.77
High:
ARM
162.19ARMLow:
GSAT
-394.97GSATDetails
PEG Ratio
-1,469.6
High:
ETOR
157.28ETORLow:
RKLB
-9,537.49RKLBDetails
Price/Book
24.39
High:
NVDA
27.82NVDALow:
IBRX
-20.22IBRXDetails
Price/Sales
19.39
High:
ONDS
105.23ONDSLow:
NAK
-NAKDetails
Price/CF
44.25
High:
RDW.US
82.75RDW.USLow:
OSCR
3.72OSCRDetails
Price/FCF
55.67
High:
MAIN
664.56MAINLow:OSCR
3.85OSCRDetails
P/E Ratio
43.77
High:ARM
162.19ARMLow:GSAT
-394.97GSATDetails
PEG Ratio
-1,469.6
High:ETOR
157.28ETORLow:RKLB
-9,537.49RKLBDetails
Price/Book
24.39
High:NVDA
27.82NVDALow:IBRX
-20.22IBRXDetails
Price/Sales
19.39
High:ONDS
105.23ONDSLow:NAK
-NAKDetails
Price/CF
44.25
High:RDW.US
82.75RDW.USLow:OSCR
3.72OSCRDetails
Price/FCF
55.67
High:MAIN
664.56MAINLow:OSCR
3.85OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.82% | Feb 2025 | Jun 2025 | 4 |
-11.01% | Aug 2023 | Dec 2023 | 4 |
-8.44% | Jan 2026 | - | 3 |
-4.49% | Apr 2024 | May 2024 | 1 |
-3.62% | Nov 2025 | Dec 2025 | 1 |
-1.54% | Apr 2023 | May 2023 | 1 |
-0.43% | Jul 2024 | Aug 2024 | 1 |