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0%
This Month
+4.51%
Year To Date
+41.94%
2 Years
+53.11%
5 Years
+164.21%
10 Years
+15.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.7%
- 💰 Finance18.9%
- 🖥️ Technology Services13.38%
- 💻 Electronic Technology11.62%
- 🧩 Miscellaneous10.06%
- 🛍️ Retail Trade7.6%
- 🚗 Consumer Durables2.66%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.76%
- 🇺🇸 Nasdaq45.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.15%
- 🇳🇱 Netherlands3.2%
- 🇯🇵 Japan2.66%
- 🇨🇦 Canada2.15%
Dividends
Dividend Yield
0.66%
10 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (4.98%)
Performance Metrics
Score 4.8/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-0.15
-0.15
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
-0.15
-0.15
-2
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.06
High:
BN.US
91.73BN.USLow:
BRK.B
15.29BRK.BDetails
PEG Ratio
132.89
High:
O
292.6OLow:BN.US
64.09BN.USDetails
Price/Book
7.67
High:
AAPL
45.05AAPLLow:BRK.B
1.43BRK.BDetails
Price/Sales
6.73
High:
ASML
14.58ASMLLow:BN.US
1.42BN.USDetails
Price/CF
23.52
High:ASML
42.41ASMLLow:BN.US
9.91BN.USDetails
Price/FCF
58.17
High:
AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
P/E Ratio
30.06
High:BN.US
91.73BN.USLow:BRK.B
15.29BRK.BDetails
PEG Ratio
132.89
High:O
292.6OLow:BN.US
64.09BN.USDetails
Price/Book
7.67
High:AAPL
45.05AAPLLow:BRK.B
1.43BRK.BDetails
Price/Sales
6.73
High:ASML
14.58ASMLLow:BN.US
1.42BN.USDetails
Price/CF
23.52
High:ASML
42.41ASMLLow:BN.US
9.91BN.USDetails
Price/FCF
58.17
High:AMZN
325.85AMZNLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.54% | Nov 2021 | Jun 2024 | 31 |
-11.15% | Feb 2020 | May 2020 | 3 |
-8.68% | Dec 2025 | Apr 2026 | 4 |
-7.23% | Feb 2025 | Jun 2025 | 4 |
-6.97% | Sep 2021 | Oct 2021 | 1 |
-5.77% | Sep 2020 | Nov 2020 | 2 |
-3.84% | May 2019 | Jun 2019 | 1 |
-2.31% | Oct 2024 | Nov 2024 | 1 |
-1.48% | Aug 2019 | Dec 2019 | 4 |
-1.29% | May 2021 | Jun 2021 | 1 |
-0.78% | Dec 2024 | Jan 2025 | 1 |