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+2.19%
This Month
+7.97%
Year To Date
+34.85%
2 Years
+80.49%
5 Years
+155.72%
10 Years
+18.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.66%
- 🖥️ Technology Services24.73%
- 🍞 Consumer Non Durables11.73%
- 🛠️ Producer Manufacturing0.8%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.68%
- 🇺🇸 NYSE9.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.92%
Dividends
Dividend Yield
0.6%
8 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
4.77
4.77
-2
0
2
5
5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.42
1.42
0
1
2
3
3
Jensen's Alpha
4.77
4.77
-2
0
2
5
5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.59
High:
NVDA
37.34NVDALow:
INTC
-556.53INTCDetails
PEG Ratio
81.99
High:
PG
334.07PGLow:INTC
-566.72INTCDetails
Price/Book
18.05
High:
AAPL
43.77AAPLLow:INTC
1.99INTCDetails
Price/Sales
15.4
High:NVDA
20.71NVDALow:
NKE
1.87NKEDetails
Price/CF
35.84
High:NVDA
44.64NVDALow:
PEP
16.31PEPDetails
Price/FCF
56.66
High:PEP
5,797.72PEPLow:AAPL
37.55AAPLDetails
P/E Ratio
33.59
High:NVDA
37.34NVDALow:INTC
-556.53INTCDetails
PEG Ratio
81.99
High:PG
334.07PGLow:INTC
-566.72INTCDetails
Price/Book
18.05
High:AAPL
43.77AAPLLow:INTC
1.99INTCDetails
Price/Sales
15.4
High:NVDA
20.71NVDALow:NKE
1.87NKEDetails
Price/CF
35.84
High:NVDA
44.64NVDALow:PEP
16.31PEPDetails
Price/FCF
56.66
High:PEP
5,797.72PEPLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.88% | Jan 2022 | Nov 2023 | 22 |
-8.09% | Mar 2025 | Aug 2025 | 5 |
-7.48% | Sep 2020 | Nov 2020 | 2 |
-5.06% | Apr 2024 | Jun 2024 | 2 |
-5.04% | Dec 2024 | Feb 2025 | 2 |
-5% | Sep 2021 | Oct 2021 | 1 |
-2.72% | Jan 2024 | Mar 2024 | 2 |
-2.28% | Nov 2025 | Jan 2026 | 2 |
-2.05% | Mar 2020 | Apr 2020 | 1 |
-1.83% | Oct 2024 | Nov 2024 | 1 |