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+3.11%
This Month
-17.25%
Year To Date
+22.79%
2 Years
+347.9%
5 Years
+609.61%
10 Years
+39.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.28%
- 💻 Electronic Technology20.91%
- 🛍️ Retail Trade15.08%
- 💵 Cash11.07%
- ⛏️ Energy Minerals8.39%
- 🪙 Cryptocurrencies6.82%
- 🚗 Consumer Durables4.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.49%
- 🇺🇸 NYSE9.26%
- 🌍 Digital Currency6.82%
- LSE AIM Auction2.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.07%
- 🇬🇧 United Kingdom7.97%
Dividends
Dividend Yield
0.44%
7 out of 13 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $XRX (3.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XRX | Pay Day | Jul 31, 2026 | $0.03 |
Performance Metrics
Score 8.4/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
27.35
27.35
-2
0
2
28
28
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
3.91
3.91
0
0.75
1.25
4
4
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
27.35
27.35
-2
0
2
28
28
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
3.91
3.91
0
0.75
1.25
4
4
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.69
High:
ARM
382.08ARMLow:
AI
-2.57AIDetails
PEG Ratio
335.27
High:ARM
2,952.5ARMLow:XRX
-1.61XRXDetails
Price/Book
9.16
High:ARM
41.53ARMLow:XRX
1.23XRXDetails
Price/Sales
7.75
High:ARM
70.2ARMLow:XRX
0.05XRXDetails
Price/CF
20.51
High:
PLTR
138.09PLTRLow:XRX
0.98XRXDetails
Price/FCF
65.9
High:
AMZN
325.85AMZNLow:XRX
4.75XRXDetails
P/E Ratio
29.69
High:ARM
382.08ARMLow:AI
-2.57AIDetails
PEG Ratio
335.27
High:ARM
2,952.5ARMLow:XRX
-1.61XRXDetails
Price/Book
9.16
High:ARM
41.53ARMLow:XRX
1.23XRXDetails
Price/Sales
7.75
High:ARM
70.2ARMLow:XRX
0.05XRXDetails
Price/CF
20.51
High:PLTR
138.09PLTRLow:XRX
0.98XRXDetails
Price/FCF
65.9
High:AMZN
325.85AMZNLow:XRX
4.75XRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.09% | Mar 2025 | - | 17 |
-21.59% | Apr 2022 | Apr 2023 | 12 |
-12.24% | Sep 2020 | Dec 2020 | 3 |
-11.4% | Dec 2024 | Feb 2025 | 2 |
-8.73% | Aug 2023 | Dec 2023 | 4 |
-5.63% | Sep 2021 | Nov 2021 | 2 |
-3.21% | Jan 2021 | Apr 2021 | 3 |
-2.3% | Jan 2024 | Feb 2024 | 1 |
-1.63% | Feb 2022 | Mar 2022 | 1 |
-0.53% | May 2020 | Jun 2020 | 1 |
-0.28% | May 2021 | Jun 2021 | 1 |