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+1.65%
This Month
+0.85%
Year To Date
+20.03%
2 Years
+37.41%
5 Years
+37.41%
10 Years
+7.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.66%
- 💵 Cash34.89%
- 🚗 Consumer Durables11.5%
- 🖥️ Technology Services9.41%
- 🛍️ Retail Trade1.37%
- 🍞 Consumer Non Durables1%
- 💼 Commercial Services0.87%
- 💇♀️ Consumer Services0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.57%
- 🇺🇸 NYSE3.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.31%
- 🇳🇱 Netherlands1.06%
Dividends
Dividend Yield
0.09%
6 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NXPI (1.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-1.14
-1.14
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
56.25
High:
TSLA
377.27TSLALow:
DECK
15.36DECKDetails
PEG Ratio
75.7
High:
CMG
1,342.9CMGLow:
GME
6.8GMEDetails
Price/Book
10.65
High:
FTNT
49.71FTNTLow:GME
2.02GMEDetails
Price/Sales
12.43
High:
NVDA
20.71NVDALow:DECK
2.92DECKDetails
Price/CF
42.87
High:TSLA
107.92TSLALow:
ADBE
13.31ADBEDetails
Price/FCF
79.44
High:TSLA
255.88TSLALow:ADBE
13.55ADBEDetails
P/E Ratio
56.25
High:TSLA
377.27TSLALow:DECK
15.36DECKDetails
PEG Ratio
75.7
High:CMG
1,342.9CMGLow:GME
6.8GMEDetails
Price/Book
10.65
High:FTNT
49.71FTNTLow:GME
2.02GMEDetails
Price/Sales
12.43
High:NVDA
20.71NVDALow:DECK
2.92DECKDetails
Price/CF
42.87
High:TSLA
107.92TSLALow:ADBE
13.31ADBEDetails
Price/FCF
79.44
High:TSLA
255.88TSLALow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.43% | Dec 2024 | Sep 2025 | 9 |
-22.21% | Feb 2022 | Jan 2023 | 11 |
-12.46% | Aug 2023 | Nov 2023 | 3 |
-11.73% | Jan 2024 | Sep 2024 | 8 |
-7.36% | Mar 2023 | Jul 2023 | 4 |
-1.62% | Oct 2024 | Nov 2024 | 1 |
-1.39% | Nov 2025 | Dec 2025 | 1 |
-1.34% | Feb 2026 | Mar 2026 | 1 |