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-2.66%
This Month
-8.86%
Year To Date
+34.51%
2 Years
+118.92%
5 Years
+195.9%
10 Years
+21.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.71%
- 💻 Electronic Technology23.54%
- 🛍️ Retail Trade15.66%
- 💰 Finance10.85%
- 🪙 Cryptocurrencies5.35%
- 📊 ETFs5.34%
- 🏥 Health Services4.99%
- 💵 Cash4.85%
- ⚡ Utilities1.74%
- 🛠️ Producer Manufacturing1.28%
- 🚚 Transportation0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.29%
- 🇺🇸 NYSE20.43%
- 🌍 Digital Currency5.35%
- 🇫🇷 Euronext Paris1.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.56%
- 🇮🇱 Israel3.62%
- 🇨🇳 China3.2%
- 🇳🇱 Netherlands1.91%
Dividends
Dividend Yield
0.53%
13 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (14.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.5
5.5
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
5.5
5.5
-2
0
2
6
6
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.44
High:
AMD
76.4AMDLow:
RKT
-128.72RKTDetails
PEG Ratio
211.92
High:
JPM
1,118.42JPMLow:
MU
18.74MUDetails
Price/Book
7.99
High:
NVDA
28.28NVDALow:
ZIM
0.87ZIMDetails
Price/Sales
6.29
High:NVDA
20.71NVDALow:ZIM
0.46ZIMDetails
Price/CF
23.68
High:RKT
260.84RKTLow:ZIM
0.61ZIMDetails
Price/FCF
53.08
High:
BABA
1,196.17BABALow:ZIM
1.1ZIMDetails
P/E Ratio
29.44
High:AMD
76.4AMDLow:RKT
-128.72RKTDetails
PEG Ratio
211.92
High:JPM
1,118.42JPMLow:MU
18.74MUDetails
Price/Book
7.99
High:NVDA
28.28NVDALow:ZIM
0.87ZIMDetails
Price/Sales
6.29
High:NVDA
20.71NVDALow:ZIM
0.46ZIMDetails
Price/CF
23.68
High:RKT
260.84RKTLow:ZIM
0.61ZIMDetails
Price/FCF
53.08
High:BABA
1,196.17BABALow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.26% | Dec 2021 | Jul 2023 | 19 |
-15.2% | Dec 2024 | Jun 2025 | 6 |
-14.32% | Nov 2025 | - | 5 |
-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 |