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+6.84%
This Month
+39.83%
Year To Date
+87.87%
2 Years
+30.15%
5 Years
+62.49%
10 Years
+9.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology75.98%
- 🖥️ Technology Services24.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.02%
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 | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
0.53
0.53
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
0.53
0.53
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.45
High:
NVDA
45.18NVDALow:
CRWV
-48.58CRWVDetails
PEG Ratio
-0.01
High:NVDA
77.19NVDALow:CRWV
-244.16CRWVDetails
Price/Book
37.02
High:NVDA
37.29NVDALow:CRWV
11.33CRWVDetails
Price/Sales
23.76
High:NVDA
23.86NVDALow:CRWV
10.2CRWVDetails
Price/CF
54.78
High:NVDA
54.84NVDALow:CRWV
40.39CRWVDetails
Price/FCF
59.73
High:NVDA
59.73NVDALow:NVDA
59.73NVDADetails
P/E Ratio
45.45
High:NVDA
45.18NVDALow:CRWV
-48.58CRWVDetails
PEG Ratio
-0.01
High:NVDA
77.19NVDALow:CRWV
-244.16CRWVDetails
Price/Book
37.02
High:NVDA
37.29NVDALow:CRWV
11.33CRWVDetails
Price/Sales
23.76
High:NVDA
23.86NVDALow:CRWV
10.2CRWVDetails
Price/CF
54.78
High:NVDA
54.84NVDALow:CRWV
40.39CRWVDetails
Price/FCF
59.73
High:NVDA
59.73NVDALow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.44% | Nov 2021 | Jun 2025 | 43 |
-22.5% | Nov 2025 | - | 2 |
-10.09% | Mar 2021 | Jun 2021 | 3 |
-10.05% | Jul 2021 | Oct 2021 | 3 |
-3.52% | Sep 2020 | Nov 2020 | 2 |
-2.37% | Jun 2020 | Jul 2020 | 1 |