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+11.04%
This Month
+10.1%
Year To Date
+27.25%
2 Years
+43.83%
5 Years
+63.88%
10 Years
+9.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables21.64%
- 🖥️ Technology Services17.97%
- 💻 Electronic Technology11.7%
- 💵 Cash9.93%
- 💇♀️ Consumer Services8.91%
- ⚡ Utilities7.74%
- 🏥 Health Services6.94%
- 📊 ETFs4.62%
- 🧩 Miscellaneous4.51%
- 🛍️ Retail Trade3.07%
- 🧬 Health Technology1.47%
- 🍞 Consumer Non Durables0.67%
- ⛏️ Energy Minerals0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.03%
- 🇺🇸 NYSE21.73%
- 🇩🇪 Xetra ETFs4.62%
- 🇬🇧 LSE4.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.96%
- 🇮🇱 Israel3.73%
- 🇮🇹 Italy3.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.61%
11 out of 23 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Performance Metrics
Score 3.6/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-2.78
-2.78
-3
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-2.78
-2.78
-3
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
45.35
High:
TSLA
364.78TSLALow:
PERI
-60.39PERIDetails
PEG Ratio
90.56
High:
RACE
352.56RACELow:
DIS
13.01DISDetails
Price/Book
14.61
High:
PLTR
47.39PLTRLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
10.78
High:PLTR
84.18PLTRLow:
ELV
0.36ELVDetails
Price/CF
36.94
High:PLTR
214.31PLTRLow:
CMCSA
3.23CMCSADetails
Price/FCF
72.39
High:
AMZN
325.85AMZNLow:CMCSA
6.4CMCSADetails
P/E Ratio
45.35
High:TSLA
364.78TSLALow:PERI
-60.39PERIDetails
PEG Ratio
90.56
High:RACE
352.56RACELow:DIS
13.01DISDetails
Price/Book
14.61
High:PLTR
47.39PLTRLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
10.78
High:PLTR
84.18PLTRLow:ELV
0.36ELVDetails
Price/CF
36.94
High:PLTR
214.31PLTRLow:CMCSA
3.23CMCSADetails
Price/FCF
72.39
High:AMZN
325.85AMZNLow:CMCSA
6.4CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.73% | Sep 2021 | Jun 2023 | 21 |
-9.99% | Aug 2023 | Dec 2023 | 4 |
-9.2% | Sep 2020 | Dec 2020 | 3 |
-5.59% | Apr 2024 | Aug 2024 | 4 |
-4.14% | Dec 2024 | Feb 2025 | 2 |
-3.64% | May 2021 | Aug 2021 | 3 |
-2.49% | Mar 2025 | May 2025 | 2 |
-2.42% | Oct 2025 | Apr 2026 | 6 |
-1.3% | Oct 2024 | Nov 2024 | 1 |
-0.67% | Jan 2021 | Feb 2021 | 1 |