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-2.27%
This Month
+26.09%
Year To Date
+80.64%
2 Years
+100.93%
5 Years
+346.98%
10 Years
+24.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology64.46%
- 🖥️ Technology Services21.42%
- 🚗 Consumer Durables14.04%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.23%
- 🇺🇸 NYSE14.86%
- 🇨🇭 SIX10.21%
- 🇭🇰 Hong Kong Exchanges6.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.66%
- 🇨🇭 Switzerland10.21%
- 🇨🇳 China6.62%
- 🇸🇪 Sweden5.43%
Dividends
Dividend Yield
0.63%
4 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $F (3.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 7/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
6.59
6.59
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
6.59
6.59
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.49
1.49
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.63
High:
TSLA
382.29TSLALow:
TTWO
-134.2TTWODetails
PEG Ratio
97.65
High:
LOGN.ZU
483.92LOGN.ZULow:TTWO
-143.31TTWODetails
Price/Book
20.74
High:NVDA
27.09NVDALow:
F
1.73FDetails
Price/Sales
16.61
High:
AMD
23.05AMDLow:F
0.33FDetails
Price/CF
37.07
High:TSLA
79.58TSLALow:F
2.48FDetails
Price/FCF
46.64
High:TSLA
187.89TSLALow:F
6.57FDetails
P/E Ratio
37.63
High:TSLA
382.29TSLALow:TTWO
-134.2TTWODetails
PEG Ratio
97.65
High:LOGN.ZU
483.92LOGN.ZULow:TTWO
-143.31TTWODetails
Price/Book
20.74
High:NVDA
27.09NVDALow:F
1.73FDetails
Price/Sales
16.61
High:AMD
23.05AMDLow:F
0.33FDetails
Price/CF
37.07
High:TSLA
79.58TSLALow:F
2.48FDetails
Price/FCF
46.64
High:TSLA
187.89TSLALow:F
6.57FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.04% | Nov 2021 | May 2024 | 30 |
-19.18% | Nov 2025 | May 2026 | 6 |
-7.37% | Jul 2021 | Oct 2021 | 3 |
-7.2% | Feb 2021 | Jun 2021 | 4 |
-6.62% | Feb 2025 | Jun 2025 | 4 |
-5.92% | Feb 2020 | Apr 2020 | 2 |
-3.96% | Jul 2024 | Nov 2024 | 4 |
-2.27% | Jun 2026 | - | 1 |
-2.04% | Sep 2020 | Nov 2020 | 2 |