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-0.01%
Today
+3.47%
This Month
+18.8%
Year To Date
+72.93%
2 Years
+149.66%
5 Years
+25.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology30.8%
- 🖥️ Technology Services22.94%
- 💵 Cash16.32%
- 💰 Finance14.02%
- 🛍️ Retail Trade9.77%
- 📊 ETFs6.88%
- 🏥 Health Services3.5%
- 🪙 Cryptocurrencies0.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.15%
- 🇺🇸 NYSE19.55%
- 🇫🇷 Euronext Paris2.2%
- 🌍 Digital Currency0.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.87%
- 🇳🇱 Netherlands2.2%
- 🇨🇳 China1.58%
- 🇮🇱 Israel0.37%
Dividends
Dividend Yield
0.48%
13 out of 21 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.98%)
Performance Metrics
Score 7.2/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
7.66
7.66
-2
0
2
8
8
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
7.66
7.66
-2
0
2
8
8
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.64
High:
AMD
113.41AMDLow:
MARA
-13.81MARADetails
PEG Ratio
160.35
High:
COST
573.53COSTLow:
HOOD
5.16HOODDetails
Price/Book
10.61
High:
NVDA
48.59NVDALow:
BRK.B
1.58BRK.BDetails
Price/Sales
8.15
High:HOOD
28.25HOODLow:
UNH
0.64UNHDetails
Price/CF
24.99
High:
SMCI
138.16SMCILow:
FVRR
9.79FVRRDetails
Price/FCF
41.46
High:SMCI
598.42SMCILow:FVRR
9.93FVRRDetails
P/E Ratio
34.64
High:AMD
113.41AMDLow:MARA
-13.81MARADetails
PEG Ratio
160.35
High:COST
573.53COSTLow:HOOD
5.16HOODDetails
Price/Book
10.61
High:NVDA
48.59NVDALow:BRK.B
1.58BRK.BDetails
Price/Sales
8.15
High:HOOD
28.25HOODLow:UNH
0.64UNHDetails
Price/CF
24.99
High:SMCI
138.16SMCILow:FVRR
9.79FVRRDetails
Price/FCF
41.46
High:SMCI
598.42SMCILow:FVRR
9.93FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.26% | Dec 2021 | Jul 2023 | 19 |
-15.2% | Dec 2024 | Jun 2025 | 6 |
-9.95% | Sep 2023 | Dec 2023 | 3 |
-5.1% | Sep 2020 | Nov 2020 | 2 |
-4.6% | Sep 2021 | Oct 2021 | 1 |
-4.16% | Apr 2024 | May 2024 | 1 |
-2.17% | Apr 2020 | May 2020 | 1 |
-0.86% | Jul 2024 | Aug 2024 | 1 |
-0.69% | Oct 2024 | Nov 2024 | 1 |
-0.48% | Feb 2021 | Apr 2021 | 2 |
-0.18% | Dec 2020 | Jan 2021 | 1 |