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-2.18%
This Month
+7.06%
Year To Date
+46.29%
2 Years
+155.42%
5 Years
+155.42%
10 Years
+28.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.56%
- 🧩 Miscellaneous20.26%
- 💵 Cash19.05%
- 🖥️ Technology Services11.66%
- 📊 ETFs7.96%
- 🧬 Health Technology6.17%
- 🪙 Cryptocurrencies5.16%
- 🛠️ Producer Manufacturing5.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.56%
- 🇩🇪 Xetra ETFs28.21%
- 🌍 Digital Currency5.16%
- 🇺🇸 NYSE3.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.53%
- 🇸🇬 Singapore3.23%
- 🇳🇱 Netherlands1.75%
Dividends
Dividend Yield
0.06%
6 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KLAC (0.47%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
3.1
3.1
0
1
2
4
4
Jensen's Alpha
9.66
9.66
-2
0
2
10
10
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
3.03
3.03
0
0.3
0.6
4
4
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.41
1.41
0
0.5
1
2
2
Sortino Ratio
3.1
3.1
0
1
2
4
4
Jensen's Alpha
9.66
9.66
-2
0
2
10
10
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
3.03
3.03
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
48.35
High:
PANW
268.08PANWLow:
INTC
-175.38INTCDetails
PEG Ratio
19.16
High:
KLAC
230.47KLACLow:
INSM
-587.98INSMDetails
Price/Book
10.92
High:
STX.US
186.56STX.USLow:INTC
4.95INTCDetails
Price/Sales
14.37
High:
NBIS
77.3NBISLow:
CRWV
7.59CRWVDetails
Price/CF
25.64
High:NBIS
172.05NBISLow:CRWV
6.89CRWVDetails
Price/FCF
46.34
High:
LITE
593.01LITELow:
SNDK
24.7SNDKDetails
P/E Ratio
48.35
High:PANW
268.08PANWLow:INTC
-175.38INTCDetails
PEG Ratio
19.16
High:KLAC
230.47KLACLow:INSM
-587.98INSMDetails
Price/Book
10.92
High:STX.US
186.56STX.USLow:INTC
4.95INTCDetails
Price/Sales
14.37
High:NBIS
77.3NBISLow:CRWV
7.59CRWVDetails
Price/CF
25.64
High:NBIS
172.05NBISLow:CRWV
6.89CRWVDetails
Price/FCF
46.34
High:LITE
593.01LITELow:SNDK
24.7SNDKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.87% | Jun 2026 | - | 4 |
-6.72% | Feb 2025 | Apr 2025 | 2 |
-5.94% | Jul 2024 | Sep 2024 | 2 |
-4.39% | Apr 2024 | May 2024 | 1 |
-3.83% | Nov 2025 | Jan 2026 | 2 |
-3.7% | Sep 2023 | Nov 2023 | 2 |
-3.53% | Feb 2023 | Mar 2023 | 1 |
-3.52% | Feb 2026 | Apr 2026 | 2 |
-2.66% | Dec 2024 | Jan 2025 | 1 |
-1.85% | Oct 2024 | Nov 2024 | 1 |
-0.64% | Apr 2023 | May 2023 | 1 |