Loading...
+0.61%
This Month
-8.66%
Year To Date
+89.28%
2 Years
+40.44%
5 Years
+53.21%
10 Years
+9.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology37.47%
- 🖥️ Technology Services26.77%
- 🚗 Consumer Durables23.09%
- 🛠️ Producer Manufacturing5.08%
- 🛍️ Retail Trade4.82%
- 🚚 Transportation2.16%
- 🪙 Cryptocurrencies0.49%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.86%
- 🇺🇸 NYSE14.52%
- 🌍 Digital Currency0.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.03%
- 🇹🇼 Taiwan2.18%
- 🇨🇳 China2.16%
Dividends
Dividend Yield
0.23%
14 out of 28 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.23%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LRCX | Pay Day | Apr 8, 2026 | $0.26 |
 ORCL | Ex-Dividend | Apr 9, 2026 | $0.50 |
 CRM | Ex-Dividend | Apr 9, 2026 | $0.44 |
 MRVL | Ex-Dividend | Apr 10, 2026 | $0.06 |
 MU | Pay Day | Apr 15, 2026 | $0.15 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.4/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
2.76
2.76
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
2.76
2.76
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.13
High:
DDOG
406.35DDOGLow:
INTC
-615.14INTCDetails
PEG Ratio
65.36
High:
UBER
520.16UBERLow:INTC
-626.4INTCDetails
Price/Book
14.31
High:
APP
61.23APPLow:
BABA
1.84BABADetails
Price/Sales
9.53
High:
PLTR
85.37PLTRLow:BABA
2.08BABADetails
Price/CF
33.26
High:PLTR
214.31PLTRLow:CRM
13.31CRMDetails
Price/FCF
59.71
High:BABA
1,196.17BABALow:CRM
15.57CRMDetails
P/E Ratio
40.13
High:DDOG
406.35DDOGLow:INTC
-615.14INTCDetails
PEG Ratio
65.36
High:UBER
520.16UBERLow:INTC
-626.4INTCDetails
Price/Book
14.31
High:APP
61.23APPLow:BABA
1.84BABADetails
Price/Sales
9.53
High:PLTR
85.37PLTRLow:BABA
2.08BABADetails
Price/CF
33.26
High:PLTR
214.31PLTRLow:CRM
13.31CRMDetails
Price/FCF
59.71
High:BABA
1,196.17BABALow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.64% | May 2021 | Nov 2024 | 42 |
-13.24% | Nov 2025 | - | 6 |
-11.06% | Feb 2025 | May 2025 | 3 |