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+23.74%
This Month
+18.13%
Year To Date
+115.42%
2 Years
+518.59%
5 Years
+518.59%
10 Years
+48.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology88.07%
- 🪙 Cryptocurrencies3.99%
- 🖥️ Technology Services3.16%
- 💰 Finance2.34%
- ❓ Other1.86%
- 📈 Indexes0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.18%
- 🇺🇸 NYSE11.05%
- 🌍 Digital Currency3.99%
- 🇬🇧 LSE2.34%
- Regular Trading Hours - RTH1.86%
- 🌍 CFD0.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.18%
- 🇹🇼 Taiwan11.05%
- 🇬🇧 United Kingdom2.34%
Dividends
Dividend Yield
0.09%
3 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.62%)
Performance Metrics
Score 7.2/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
30.91
30.91
-2
0
2
31
31
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
30.91
30.91
-2
0
2
31
31
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.82
High:
AMD
103.96AMDLow:
META
28.56METADetails
PEG Ratio
63.06
High:
TSM
66.63TSMLow:
NVDA
62.34NVDADetails
Price/Book
25.91
High:NVDA
31.22NVDALow:AMD
7.11AMDDetails
Price/Sales
21.32
High:NVDA
22.86NVDALow:
WISE.L
6WISE.LDetails
Price/CF
40.89
High:AMD
45.99AMDLow:META
14.62METADetails
Price/FCF
56.31
High:TSM
86.82TSMLow:WISE.L
18WISE.LDetails
P/E Ratio
40.82
High:AMD
103.96AMDLow:META
28.56METADetails
PEG Ratio
63.06
High:TSM
66.63TSMLow:NVDA
62.34NVDADetails
Price/Book
25.91
High:NVDA
31.22NVDALow:AMD
7.11AMDDetails
Price/Sales
21.32
High:NVDA
22.86NVDALow:WISE.L
6WISE.LDetails
Price/CF
40.89
High:AMD
45.99AMDLow:META
14.62METADetails
Price/FCF
56.31
High:TSM
86.82TSMLow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.59% | Dec 2021 | Feb 2024 | 26 |
-21.57% | Jan 2025 | Jun 2025 | 5 |
-16.52% | Sep 2021 | Oct 2021 | 1 |
-12.35% | Nov 2025 | Apr 2026 | 5 |
-10.38% | Apr 2024 | May 2024 | 1 |
-2.76% | Jul 2024 | Aug 2024 | 1 |
-0.08% | Aug 2025 | Sep 2025 | 1 |