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+4.78%
This Month
+4.78%
Year To Date
+60.26%
2 Years
+91%
5 Years
+305.58%
10 Years
+18.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.26%
- 💻 Electronic Technology23.67%
- 🛠️ Producer Manufacturing13.62%
- 🪨 Non Energy Minerals3.9%
- 🖥️ Technology Services3.13%
- 🪙 Cryptocurrencies0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.42%
- 🇦🇺 Sydney3.9%
- 🌍 Digital Currency0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.42%
- 🇦🇺 Australia3.9%
Dividends
Dividend Yield
0.07%
4 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AMAT (0.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
13.6
13.6
-2
0
2
14
14
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
13.6
13.6
-2
0
2
14
14
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.84
High:
LYC.ASX
1,891.86LYC.ASXLow:
MRAM
-586.8MRAMDetails
PEG Ratio
2,543.73
High:
AMAT
7,669.31AMATLow:
MU
17.07MUDetails
Price/Book
10.48
High:
LRCX
27.48LRCXLow:
USAR
-36.09USARDetails
Price/Sales
10.35
High:
RGTI
1,083.85RGTILow:USAR
-USARDetails
Price/CF
19.35
High:LYC.ASX
69.03LYC.ASXLow:MU
11.55MUDetails
Price/FCF
46.02
High:
FORM
514.73FORMLow:LYC.ASX
17.23LYC.ASXDetails
P/E Ratio
33.84
High:LYC.ASX
1,891.86LYC.ASXLow:MRAM
-586.8MRAMDetails
PEG Ratio
2,543.73
High:AMAT
7,669.31AMATLow:MU
17.07MUDetails
Price/Book
10.48
High:LRCX
27.48LRCXLow:USAR
-36.09USARDetails
Price/Sales
10.35
High:RGTI
1,083.85RGTILow:USAR
-USARDetails
Price/CF
19.35
High:LYC.ASX
69.03LYC.ASXLow:MU
11.55MUDetails
Price/FCF
46.02
High:FORM
514.73FORMLow:LYC.ASX
17.23LYC.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.98% | Feb 2018 | Oct 2021 | 44 |
-31.63% | Jun 2017 | Aug 2017 | 2 |
-20.52% | Sep 2017 | Oct 2017 | 1 |
-15.61% | Apr 2022 | Mar 2023 | 11 |
-10.88% | Jul 2023 | May 2024 | 10 |
-10.72% | Jun 2024 | May 2025 | 11 |
-10.17% | Nov 2021 | Mar 2022 | 4 |
-4.34% | Apr 2017 | May 2017 | 1 |
-1.39% | Apr 2023 | Jun 2023 | 2 |
-0.38% | Nov 2025 | Dec 2025 | 1 |