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-12.73%
This Month
-26.76%
Year To Date
+82.75%
2 Years
+45.64%
5 Years
+45.64%
10 Years
+11.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.59%
- 💰 Finance30.79%
- 💻 Electronic Technology23.78%
- 💵 Cash3.47%
- 💼 Commercial Services2.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.28%
- 🇺🇸 NYSE11.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.17%
- 🇬🇧 United Kingdom2.7%
Dividends
Dividend Yield
0.12%
2 out of 5 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Apr 1, 2026 | $0.01 |
Performance Metrics
Score 5.9/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
21.57
21.57
-2
0
2
22
22
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
21.57
21.57
-2
0
2
22
22
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.73
High:
SOFI
40.08SOFILow:
KLAR
-15.62KLARDetails
PEG Ratio
67.98
High:
GOOGL
74.26GOOGLLow:NVDA
51.69NVDADetails
Price/Book
10.12
High:NVDA
25.88NVDALow:SOFI
1.84SOFIDetails
Price/Sales
10.11
High:
QBTS
199.53QBTSLow:KLAR
1.32KLARDetails
Price/CF
27.45
High:NVDA
44.64NVDALow:KLAR
8.84KLARDetails
Price/FCF
58.57
High:GOOGL
60.54GOOGLLow:KLAR
8.85KLARDetails
P/E Ratio
27.73
High:SOFI
40.08SOFILow:KLAR
-15.62KLARDetails
PEG Ratio
67.98
High:GOOGL
74.26GOOGLLow:NVDA
51.69NVDADetails
Price/Book
10.12
High:NVDA
25.88NVDALow:SOFI
1.84SOFIDetails
Price/Sales
10.11
High:QBTS
199.53QBTSLow:KLAR
1.32KLARDetails
Price/CF
27.45
High:NVDA
44.64NVDALow:KLAR
8.84KLARDetails
Price/FCF
58.57
High:GOOGL
60.54GOOGLLow:KLAR
8.85KLARDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.33% | Apr 2022 | Jan 2025 | 33 |
-26.76% | Jan 2026 | - | 3 |
-8.16% | Feb 2025 | Jun 2025 | 4 |