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0%
This Month
+14.97%
Year To Date
+71%
2 Years
+319.86%
5 Years
+319.86%
10 Years
+47.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.47%
- 🍞 Consumer Non Durables21.37%
- ❓ Other15.05%
- 💼 Commercial Services5.15%
- 📊 ETFs4.42%
- 🪙 Cryptocurrencies2.81%
- 🛍️ Retail Trade2.43%
- 💰 Finance2.25%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.27%
- Regular Trading Hours - RTH15.05%
- 🇺🇸 NYSE11.82%
- 🌍 Digital Currency2.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.52%
- 🇧🇲 Bermuda5.15%
Dividends
Dividend Yield
0.21%
2 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $G.US (2.08%)
Performance Metrics
Score 8.7/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.79
2.79
0
1
2
3
3
Jensen's Alpha
27.12
27.12
-2
0
2
28
28
Omega Ratio
2.41
2.41
0
1
1.5
3
3
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.79
2.79
0
1
2
3
3
Jensen's Alpha
27.12
27.12
-2
0
2
28
28
Omega Ratio
2.41
2.41
0
1
1.5
3
3
Treynor Ratio
2.47
2.47
0
0.75
1.25
3
3
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
29.24
High:
AMZN
32.06AMZNLow:
CROX
-75.2CROXDetails
PEG Ratio
68.96
High:
G.US
106.67G.USLow:
GOOGL
63.67GOOGLDetails
Price/Book
9.07
High:GOOGL
9.76GOOGLLow:
BRK.B
1.42BRK.BDetails
Price/Sales
10.21
High:GOOGL
11.15GOOGLLow:G.US
1.18G.USDetails
Price/CF
21.28
High:BRK.B
23.59BRK.BLow:CROX
6.04CROXDetails
Price/FCF
70.19
High:AMZN
325.85AMZNLow:CROX
6.55CROXDetails
P/E Ratio
29.24
High:AMZN
32.06AMZNLow:CROX
-75.2CROXDetails
PEG Ratio
68.96
High:G.US
106.67G.USLow:GOOGL
63.67GOOGLDetails
Price/Book
9.07
High:GOOGL
9.76GOOGLLow:BRK.B
1.42BRK.BDetails
Price/Sales
10.21
High:GOOGL
11.15GOOGLLow:G.US
1.18G.USDetails
Price/CF
21.28
High:BRK.B
23.59BRK.BLow:CROX
6.04CROXDetails
Price/FCF
70.19
High:AMZN
325.85AMZNLow:CROX
6.55CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.94% | Aug 2023 | Feb 2024 | 6 |
-11.37% | May 2022 | Jul 2022 | 2 |
-10.74% | Feb 2026 | Apr 2026 | 2 |
-9.76% | Sep 2022 | Nov 2022 | 2 |
-7.86% | Oct 2024 | Mar 2025 | 5 |
-7.18% | Apr 2024 | May 2024 | 1 |
-6.45% | Feb 2023 | Jun 2023 | 4 |
-3.05% | Jun 2024 | Jul 2024 | 1 |
-1.91% | Apr 2025 | May 2025 | 1 |
-0.48% | Dec 2025 | Jan 2026 | 1 |