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+0.1%
This Month
+17.93%
Year To Date
+23.07%
2 Years
+23.07%
5 Years
+23.07%
10 Years
+23.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs74.57%
- 🖥️ Technology Services12.77%
- 🧩 Miscellaneous12.65%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.21%
- 🇺🇸 NYSE31.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.77%
Dividends
Performance Metrics
Score 5.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
-0.31
-0.31
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
2.92
2.92
0
0.3
0.6
3
3
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.03
1.03
0
0.5
1
2
2
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
-0.31
-0.31
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
2.92
2.92
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
26.11
High:
GOOG
27.08GOOGLow:
MSFT
22.94MSFTDetails
PEG Ratio
63.88
High:MSFT
77.41MSFTLow:GOOG
58.58GOOGDetails
Price/Book
8.46
High:GOOG
8.99GOOGLow:MSFT
6.9MSFTDetails
Price/Sales
9.98
High:GOOG
10.27GOOGLow:MSFT
9.01MSFTDetails
Price/CF
19.17
High:GOOG
20.13GOOGLow:MSFT
16.2MSFTDetails
Price/FCF
63.32
High:GOOG
64.69GOOGLow:MSFT
58.56MSFTDetails
P/E Ratio
26.11
High:GOOG
27.08GOOGLow:MSFT
22.94MSFTDetails
PEG Ratio
63.88
High:MSFT
77.41MSFTLow:GOOG
58.58GOOGDetails
Price/Book
8.46
High:GOOG
8.99GOOGLow:MSFT
6.9MSFTDetails
Price/Sales
9.98
High:GOOG
10.27GOOGLow:MSFT
9.01MSFTDetails
Price/CF
19.17
High:GOOG
20.13GOOGLow:MSFT
16.2MSFTDetails
Price/FCF
63.32
High:GOOG
64.69GOOGLow:MSFT
58.56MSFTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.63% | Mar 2026 | Apr 2026 | 1 |
-4.04% | Jul 2026 | - | 3 |