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-2.73%
This Month
+11.21%
Year To Date
+89.93%
2 Years
+593.66%
5 Years
+1251.54%
10 Years
+57.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.17%
- 🖥️ Technology Services18.18%
- 📊 ETFs16.75%
- 💰 Finance7.78%
- 🚗 Consumer Durables7.61%
- 🛠️ Producer Manufacturing6.39%
- 🧩 Miscellaneous6.36%
- 🛍️ Retail Trade5.77%
- 🪙 Cryptocurrencies5.62%
- 📡 Communications2.69%
- 💵 Cash1.19%
- 💼 Commercial Services0.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.66%
- 🇺🇸 NYSE17.63%
- 🌍 Digital Currency5.62%
- 🇬🇧 LSE1.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.87%
- 🇺🇾 Uruguay2.15%
- 🇬🇧 United Kingdom1.27%
- 🇨🇦 Canada0.88%
- 🇧🇷 Brazil0.56%
Dividends
Dividend Yield
0.1%
8 out of 31 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Performance Metrics
Score 8.9/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
37.63
37.63
-2
0
2
38
38
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
4.24
4.24
0
0.75
1.25
5
5
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
3.27
3.27
0
0.3
0.6
4
4
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
37.63
37.63
-2
0
2
38
38
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
4.24
4.24
0
0.75
1.25
5
5
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
3.27
3.27
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
38.2
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
38.91
High:
SMCI
1,274.14SMCILow:CRWD
-5,187.17CRWDDetails
Price/Book
12.91
High:
AAPL
42.87AAPLLow:
SMT.L
1.18SMT.LDetails
Price/Sales
10.47
High:
PLTR
69.73PLTRLow:SMCI
0.96SMCIDetails
Price/CF
25.41
High:
LMND
158.9LMNDLow:
VSAT
4.12VSATDetails
Price/FCF
53.77
High:
AMZN
325.85AMZNLow:
SATS
6.89SATSDetails
P/E Ratio
38.2
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
38.91
High:SMCI
1,274.14SMCILow:CRWD
-5,187.17CRWDDetails
Price/Book
12.91
High:AAPL
42.87AAPLLow:SMT.L
1.18SMT.LDetails
Price/Sales
10.47
High:PLTR
69.73PLTRLow:SMCI
0.96SMCIDetails
Price/CF
25.41
High:LMND
158.9LMNDLow:VSAT
4.12VSATDetails
Price/FCF
53.77
High:AMZN
325.85AMZNLow:SATS
6.89SATSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.48% | Dec 2021 | Mar 2023 | 15 |
-14.73% | Apr 2024 | May 2024 | 1 |
-14.68% | Nov 2025 | May 2026 | 6 |
-14.38% | Jul 2023 | Oct 2023 | 3 |
-13.88% | Feb 2025 | May 2025 | 3 |
-9.71% | Mar 2021 | Oct 2021 | 7 |
-8.89% | Jun 2024 | Sep 2024 | 3 |
-7.86% | Sep 2020 | Jan 2021 | 4 |
-6.47% | May 2023 | Jun 2023 | 1 |
-2.73% | Jun 2026 | - | 1 |