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-1.8%
This Month
-5.08%
Year To Date
+38.14%
2 Years
+57.98%
5 Years
+57.98%
10 Years
+22.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.49%
- 🖥️ Technology Services24.04%
- 🛍️ Retail Trade16.12%
- 💇♀️ Consumer Services8.11%
- ❓ Other5.2%
- 🚗 Consumer Durables3.5%
- 🪙 Cryptocurrencies3.39%
- 💼 Commercial Services2.12%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.79%
- 🇺🇸 NYSE15.58%
- Regular Trading Hours - RTH5.2%
- 🌍 Digital Currency3.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.9%
- 🇹🇼 Taiwan5.28%
- 🇱🇺 Luxembourg2.19%
Dividends
Dividend Yield
0.25%
7 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RCL (1.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
-3.06
-3.06
-4
0
2
4.5
4.5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
-3.06
-3.06
-4
0
2
4.5
4.5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.02
1.02
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.87
High:
TSLA
377.27TSLALow:
PYPL
8.64PYPLDetails
PEG Ratio
70
High:
AAPL
129.82AAPLLow:PYPL
24.44PYPLDetails
Price/Book
12.83
High:AAPL
43.77AAPLLow:PYPL
2.12PYPLDetails
Price/Sales
9.57
High:
NVDA
20.71NVDALow:PYPL
1.32PYPLDetails
Price/CF
28.45
High:TSLA
107.92TSLALow:PYPL
8.54PYPLDetails
Price/FCF
63.3
High:
AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
P/E Ratio
33.87
High:TSLA
377.27TSLALow:PYPL
8.64PYPLDetails
PEG Ratio
70
High:AAPL
129.82AAPLLow:PYPL
24.44PYPLDetails
Price/Book
12.83
High:AAPL
43.77AAPLLow:PYPL
2.12PYPLDetails
Price/Sales
9.57
High:NVDA
20.71NVDALow:PYPL
1.32PYPLDetails
Price/CF
28.45
High:TSLA
107.92TSLALow:PYPL
8.54PYPLDetails
Price/FCF
63.3
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.82% | Feb 2025 | Jun 2025 | 4 |
-8.88% | Nov 2025 | - | 5 |
-5.44% | Apr 2024 | May 2024 | 1 |
-4.39% | Jul 2024 | Oct 2024 | 3 |