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+2.53%
This Month
+40.45%
Year To Date
+83.66%
2 Years
+143.47%
5 Years
+143.47%
10 Years
+34.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.51%
- 💻 Electronic Technology20.65%
- 🧩 Miscellaneous13.75%
- 🛍️ Retail Trade11.99%
- ⚡ Utilities11.9%
- 🪙 Cryptocurrencies6.37%
- 💇♀️ Consumer Services5.52%
- 💼 Commercial Services4.89%
- 🚚 Transportation2.69%
- 💵 Cash0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.15%
- 🇩🇪 Xetra ETFs13.75%
- 🌍 Digital Currency6.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.15%
Dividends
Dividend Yield
0.58%
7 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $XEL (2.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.92
3.92
0
1
2
4
4
Jensen's Alpha
11.54
11.54
-2
0
2
12
12
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
5.13
5.13
0
0.3
0.6
6
6
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.92
3.92
0
1
2
4
4
Jensen's Alpha
11.54
11.54
-2
0
2
12
12
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
5.13
5.13
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.09
High:
DDOG
512.91DDOGLow:
GFS
-467.03GFSDetails
PEG Ratio
45.71
High:
META
483.07METALow:
TEAM
-424.22TEAMDetails
Price/Book
7.99
High:
APP
158.93APPLow:
CHTR
1.73CHTRDetails
Price/Sales
5.38
High:APP
42.74APPLow:CHTR
0.51CHTRDetails
Price/CF
20.32
High:APP
72.95APPLow:CHTR
2.38CHTRDetails
Price/FCF
82.88
High:
AMZN
225.5AMZNLow:CHTR
8.55CHTRDetails
P/E Ratio
38.09
High:DDOG
512.91DDOGLow:GFS
-467.03GFSDetails
PEG Ratio
45.71
High:META
483.07METALow:TEAM
-424.22TEAMDetails
Price/Book
7.99
High:APP
158.93APPLow:CHTR
1.73CHTRDetails
Price/Sales
5.38
High:APP
42.74APPLow:CHTR
0.51CHTRDetails
Price/CF
20.32
High:APP
72.95APPLow:CHTR
2.38CHTRDetails
Price/FCF
82.88
High:AMZN
225.5AMZNLow:CHTR
8.55CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 | - | 2 |
-3.7% | Sep 2023 | Nov 2023 | 2 |
-3.53% | Feb 2023 | Mar 2023 | 1 |
-2.66% | Dec 2024 | Jan 2025 | 1 |
-1.85% | Oct 2024 | Nov 2024 | 1 |
-0.64% | Apr 2023 | May 2023 | 1 |