Loading...
+12.47%
This Month
+12.47%
Year To Date
+93.82%
2 Years
+94.83%
5 Years
+94.83%
10 Years
+37.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.13%
- 🖥️ Technology Services32.73%
- 🛠️ Producer Manufacturing8.26%
- 💰 Finance5.2%
- 💇♀️ Consumer Services5.01%
- 🍞 Consumer Non Durables4.67%
- 🛍️ Retail Trade4.66%
- 🚗 Consumer Durables2.41%
- 👥 Copy Trading1.96%
- 💼 Commercial Services1.93%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.7%
- 🇺🇸 NYSE19.11%
- 🇬🇧 LSE0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🌍 Digital Currency0%
- 🇩🇪 FRA0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.19%
- 🇮🇹 Italy2.41%
- 🇹🇼 Taiwan0.14%
- 🇮🇱 Israel0.02%
- 🇦🇺 Australia0.02%
- 🇨🇳 China0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇧 United Kingdom0.01%
- 🇩🇪 Germany0%
Dividends
Dividend Yield
0.38%
15 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VICI (6.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VICI | 0.09% | 6.33% | $1.66 |
 PEP | 0.05% | 3.81% | $5.15 |
 AMAT | 0.04% | 0.54% | $1.44 |
 META | 0.03% | 0.29% | $1 |
 RACE | 0.03% | 1.05% | $2.64 |
 MU | 0.02% | 0.1% | $0.46 |
 GOOGL | 0.02% | 0.24% | $0.2 |
 CCL | 0.02% | 0.51% | - |
 RCL | 0.02% | 1.18% | - |
 MRVL | 0.02% | 0.29% | $0.24 |
 V | 0.01% | 0.74% | $2.01 |
 ORCL | 0.01% | 1.17% | $1.6 |
 kiransankpal | 0.01% | 0.44% | - |
 CRM | 0.01% | 0.76% | $0.4 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
6.69
6.69
-2
0
2
7
7
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
1.42
1.42
0
0.5
1
2
2
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
6.69
6.69
-2
0
2
7
7
Omega Ratio
1.71
1.71
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
2.16
2.16
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
33.19
High:
OKTA
83.31OKTALow:VICI
10.61VICIDetails
PEG Ratio
870.7
High:AMAT
8,114.55AMATLow:MRVL
10.89MRVLDetails
Price/Book
8.54
High:
FTNT
82.95FTNTLow:
FICO
-20.77FICODetails
Price/Sales
8.14
High:NVDA
25.06NVDALow:
CROX
1.1CROXDetails
Price/CF
18.78
High:NVDA
54.84NVDALow:CROX
5.78CROXDetails
Price/FCF
54.77
High:PEP
5,253.35PEPLow:CROX
6.3CROXDetails
P/E Ratio
33.19
High:OKTA
83.31OKTALow:VICI
10.61VICIDetails
PEG Ratio
870.7
High:AMAT
8,114.55AMATLow:MRVL
10.89MRVLDetails
Price/Book
8.54
High:FTNT
82.95FTNTLow:FICO
-20.77FICODetails
Price/Sales
8.14
High:NVDA
25.06NVDALow:CROX
1.1CROXDetails
Price/CF
18.78
High:NVDA
54.84NVDALow:CROX
5.78CROXDetails
Price/FCF
54.77
High:PEP
5,253.35PEPLow:CROX
6.3CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.63% | Feb 2025 | Jun 2025 | 4 |
-8.6% | Jul 2024 | Nov 2024 | 4 |
-1.03% | Apr 2024 | May 2024 | 1 |
-0.04% | Jul 2025 | Aug 2025 | 1 |