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-1.68%
This Month
-1.68%
Year To Date
+41.21%
2 Years
+57.92%
5 Years
+57.92%
10 Years
+15.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.88%
- 💻 Electronic Technology30.22%
- 🪨 Non Energy Minerals10.56%
- 🚚 Transportation6.59%
- 🧬 Health Technology3.61%
- 📊 ETFs3.58%
- 🚗 Consumer Durables3.21%
- 💰 Finance3.16%
- 💇♀️ Consumer Services3.11%
- ⚡ Utilities2.87%
- 💵 Cash1.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.33%
- 🇺🇸 NYSE36.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.78%
- 🇨🇦 Canada3.53%
- 🇬🇧 United Kingdom3.51%
- 🇱🇺 Luxembourg3.39%
Dividends
Dividend Yield
0.22%
11 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.12%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-9.06
-9.06
-10
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.68
0.68
0
1
2
3
3
Jensen's Alpha
-9.06
-9.06
-10
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
51.36
High:
DDOG
396.34DDOGLow:
ROKU
-518.94ROKUDetails
PEG Ratio
115.1
High:
FCX
1,244.03FCXLow:ROKU
-617.97ROKUDetails
Price/Book
16.5
High:
APP
129.89APPLow:
STX.US
-1,104.9STX.USDetails
Price/Sales
14.09
High:
PLTR
111.21PLTRLow:
SMCI
0.99SMCIDetails
Price/CF
41.96
High:PLTR
258.05PLTRLow:
EXPE
7.42EXPEDetails
Price/FCF
69.04
High:
ORCL
348.36ORCLLow:EXPE
9.84EXPEDetails
P/E Ratio
51.36
High:DDOG
396.34DDOGLow:ROKU
-518.94ROKUDetails
PEG Ratio
115.1
High:FCX
1,244.03FCXLow:ROKU
-617.97ROKUDetails
Price/Book
16.5
High:APP
129.89APPLow:STX.US
-1,104.9STX.USDetails
Price/Sales
14.09
High:PLTR
111.21PLTRLow:SMCI
0.99SMCIDetails
Price/CF
41.96
High:PLTR
258.05PLTRLow:EXPE
7.42EXPEDetails
Price/FCF
69.04
High:ORCL
348.36ORCLLow:EXPE
9.84EXPEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.4% | Mar 2025 | - | 11 |
-9.86% | Aug 2023 | Dec 2023 | 4 |
-2.67% | Dec 2024 | Jan 2025 | 1 |
-2.6% | May 2023 | Jun 2023 | 1 |
-2.07% | Feb 2023 | Mar 2023 | 1 |
-0.49% | Jan 2024 | Feb 2024 | 1 |