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-3.17%
This Month
+17.25%
Year To Date
+123.95%
2 Years
+147.47%
5 Years
+147.47%
10 Years
+24.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology76.41%
- 🛍️ Retail Trade23.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.02%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
16.57
16.57
-2
0
2
17
17
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
16.57
16.57
-2
0
2
17
17
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.16
High:
NVDA
43.35NVDALow:
AMZN
31.95AMZNDetails
PEG Ratio
71.45
High:NVDA
74.06NVDALow:AMZN
63.01AMZNDetails
Price/Book
21.46
High:NVDA
35.78NVDALow:AMZN
6.54AMZNDetails
Price/Sales
12.62
High:NVDA
22.9NVDALow:AMZN
3.55AMZNDetails
Price/CF
42.18
High:NVDA
54.84NVDALow:AMZN
18.22AMZNDetails
Price/FCF
67.09
High:AMZN
225.5AMZNLow:NVDA
59.73NVDADetails
P/E Ratio
41.16
High:NVDA
43.35NVDALow:AMZN
31.95AMZNDetails
PEG Ratio
71.45
High:NVDA
74.06NVDALow:AMZN
63.01AMZNDetails
Price/Book
21.46
High:NVDA
35.78NVDALow:AMZN
6.54AMZNDetails
Price/Sales
12.62
High:NVDA
22.9NVDALow:AMZN
3.55AMZNDetails
Price/CF
42.18
High:NVDA
54.84NVDALow:AMZN
18.22AMZNDetails
Price/FCF
67.09
High:AMZN
225.5AMZNLow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.12% | Jun 2022 | Feb 2024 | 20 |
-34.03% | Jul 2024 | Jun 2025 | 11 |
-19.24% | Nov 2025 | - | 2 |
-13.68% | Dec 2021 | Mar 2022 | 3 |
-5.19% | Apr 2024 | May 2024 | 1 |
-0.94% | Aug 2025 | Sep 2025 | 1 |