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-4.41%
This Month
+5.89%
Year To Date
+34.37%
2 Years
+282.31%
5 Years
+282.31%
10 Years
+62.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.64%
- 💻 Electronic Technology24.04%
- 🖥️ Technology Services20.6%
- 🛍️ Retail Trade15.5%
- 💇♀️ Consumer Services7.08%
- 🏭 Industrial Services0.13%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.5%
- 🇺🇸 NYSE46.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.23%
- 🇨🇭 Switzerland0.13%
Dividends
Dividend Yield
0.36%
6 out of 11 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.68%)
Performance Metrics
Score 8/10
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
25.03
25.03
-2
0
2
26
26
Omega Ratio
2.69
2.69
0
1
1.5
3
3
Treynor Ratio
2.45
2.45
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Beta
1.69
1.69
0
0.8
1.2
0
2
Sharpe Ratio
0.9
0.9
0
0.5
1
1.5
1.5
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
25.03
25.03
-2
0
2
26
26
Omega Ratio
2.69
2.69
0
1
1.5
3
3
Treynor Ratio
2.45
2.45
0
0.75
1.25
3
3
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.73
High:
AMD
171.72AMDLow:
RIG
-2.1RIGDetails
PEG Ratio
116.92
High:
MCD
323.09MCDLow:
NVDA
30.57NVDADetails
Price/Book
12.93
High:
AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
8.15
High:
PLTR
69.73PLTRLow:RIG
1.7RIGDetails
Price/CF
22.32
High:PLTR
138.09PLTRLow:RIG
8.4RIGDetails
Price/FCF
54.21
High:
ORCL
348.36ORCLLow:RIG
9.36RIGDetails
P/E Ratio
32.73
High:AMD
171.72AMDLow:RIG
-2.1RIGDetails
PEG Ratio
116.92
High:MCD
323.09MCDLow:NVDA
30.57NVDADetails
Price/Book
12.93
High:AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
8.15
High:PLTR
69.73PLTRLow:RIG
1.7RIGDetails
Price/CF
22.32
High:PLTR
138.09PLTRLow:RIG
8.4RIGDetails
Price/FCF
54.21
High:ORCL
348.36ORCLLow:RIG
9.36RIGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.03% | Aug 2023 | May 2026 | 33 |
-4.41% | Jun 2026 | - | 1 |