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+0.66%
This Month
+33.5%
Year To Date
+87.16%
2 Years
+147.85%
5 Years
+233.77%
10 Years
+25.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.57%
- 💻 Electronic Technology25.27%
- 🛍️ Retail Trade15.41%
- 💰 Finance11.93%
- 📊 ETFs7.33%
- 🪙 Cryptocurrencies4.4%
- 🏥 Health Services4.38%
- 🛠️ Producer Manufacturing1.75%
- 💵 Cash1.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.33%
- 🇺🇸 NYSE21.45%
- 🌍 Digital Currency4.4%
- 🇫🇷 Euronext Paris1.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.2%
- 🇮🇱 Israel4.08%
- 🇨🇳 China3.18%
- 🇳🇱 Netherlands1.85%
Dividends
Dividend Yield
0.38%
10 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.62%)
Performance Metrics
Score 7.3/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
7.62
7.62
-2
0
2
8
8
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
7.62
7.62
-2
0
2
8
8
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.88
High:
RKT
244.21RKTLow:
FLNC
-54.53FLNCDetails
PEG Ratio
138.28
High:
COST
496.02COSTLow:
MARA
6.12MARADetails
Price/Book
9.68
High:
NVDA
37.49NVDALow:MARA
0.91MARADetails
Price/Sales
7.31
High:
HOOD
29.78HOODLow:
UNH
0.7UNHDetails
Price/CF
26.55
High:RKT
260.84RKTLow:
FVRR
7.79FVRRDetails
Price/FCF
57.27
High:RKT
575.65RKTLow:FVRR
7.85FVRRDetails
P/E Ratio
33.88
High:RKT
244.21RKTLow:FLNC
-54.53FLNCDetails
PEG Ratio
138.28
High:COST
496.02COSTLow:MARA
6.12MARADetails
Price/Book
9.68
High:NVDA
37.49NVDALow:MARA
0.91MARADetails
Price/Sales
7.31
High:HOOD
29.78HOODLow:UNH
0.7UNHDetails
Price/CF
26.55
High:RKT
260.84RKTLow:FVRR
7.79FVRRDetails
Price/FCF
57.27
High:RKT
575.65RKTLow:FVRR
7.85FVRRDetails
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 |
-3.99% | Nov 2025 | - | 2 |
-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 |