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-0.16%
Today
+1.98%
This Month
+15.14%
Year To Date
+77.6%
2 Years
+94.2%
5 Years
+26.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.91%
- 🪙 Cryptocurrencies16.67%
- 💻 Electronic Technology14.53%
- 💰 Finance10.99%
- 🛍️ Retail Trade9.76%
- 📊 ETFs5.22%
- 🧬 Health Technology2.69%
- 🏥 Health Services2.01%
- 🚗 Consumer Durables1.41%
- 💇♀️ Consumer Services0.96%
- 🧪 Process Industries0.5%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.29%
- 🇺🇸 NYSE32.28%
- 🌍 Digital Currency16.67%
- 🇬🇧 LSE4%
- 🇩🇪 FRA1.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.12%
- 🇬🇧 United Kingdom4%
- 🇨🇳 China2.22%
- 🇩🇪 Germany1.41%
Dividends
Dividend Yield
0.7%
15 out of 25 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $FAF (3.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LMT | 0.11% | 2.87% | $12.45 |
 BARC.L | 0.1% | 2.39% | $0.08 |
 FAF | 0.08% | 3.83% | $2.12 |
 JNJ | 0.08% | 3.09% | $4.81 |
 WMT | 0.07% | 0.98% | $0.81 |
 UNH | 0.06% | 3.02% | $7.74 |
 CON.DE | 0.05% | 3.33% | $2.2 |
 META | 0.04% | 0.29% | $1 |
 VOOG | 0.03% | 0.54% | - |
 MA | 0.02% | 0.53% | $2.46 |
 FIS | 0.02% | 1.9% | $1.76 |
 BABA | 0.02% | 0.86% | $0.98 |
 AAPL | 0.01% | 0.48% | $0.97 |
 DIS | 0.01% | 0.83% | $0.75 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 6.9/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
7.64
7.64
-2
0
2
8
8
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
7.64
7.64
-2
0
2
8
8
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.21
High:
NVDA
55.2NVDALow:
EHTH
-5.39EHTHDetails
PEG Ratio
87.3
High:
MA
294.24MALow:EHTH
-7.28EHTHDetails
Price/Book
15.6
High:MA
75.66MALow:
BOXL
-0.33BOXLDetails
Price/Sales
7.36
High:NVDA
28.4NVDALow:
ATHXQ
0ATHXQDetails
Price/CF
24.94
High:
NFLX
64.2NFLXLow:
BARC.L
3.52BARC.LDetails
Price/FCF
39.85
High:
BYON
147.79BYONLow:BOXL
3.56BOXLDetails
P/E Ratio
38.21
High:NVDA
55.2NVDALow:EHTH
-5.39EHTHDetails
PEG Ratio
87.3
High:MA
294.24MALow:EHTH
-7.28EHTHDetails
Price/Book
15.6
High:MA
75.66MALow:BOXL
-0.33BOXLDetails
Price/Sales
7.36
High:NVDA
28.4NVDALow:ATHXQ
0ATHXQDetails
Price/CF
24.94
High:NFLX
64.2NFLXLow:BARC.L
3.52BARC.LDetails
Price/FCF
39.85
High:BYON
147.79BYONLow:BOXL
3.56BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.63% | Nov 2021 | Nov 2024 | 36 |
-11.21% | Feb 2025 | May 2025 | 3 |
-8.06% | Mar 2020 | Apr 2020 | 1 |
-6.64% | Sep 2020 | Nov 2020 | 2 |
-5.72% | Sep 2021 | Oct 2021 | 1 |
-3.14% | May 2021 | Aug 2021 | 3 |
-2.67% | Dec 2024 | Jan 2025 | 1 |
-2.65% | Jan 2021 | Mar 2021 | 2 |