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-0.26%
This Month
-0.26%
Year To Date
+207.07%
2 Years
+183.87%
5 Years
+79.83%
10 Years
+11.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.51%
- 📊 ETFs21.83%
- 💻 Electronic Technology20.97%
- 💰 Finance9.62%
- 🍞 Consumer Non Durables8.12%
- 🛍️ Retail Trade3.82%
- 💇♀️ Consumer Services2.46%
- 💵 Cash2.19%
- 💼 Commercial Services1.79%
- 🧬 Health Technology1.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.34%
- 🇺🇸 NYSE36.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74%
- 🇮🇱 Israel1.29%
- 🇩🇰 Denmark1.29%
Dividends
Dividend Yield
0.24%
8 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-5.41
-5.41
-6
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-5.41
-5.41
-6
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.81
High:
CELH
623.65CELHLow:
ZS
-786.28ZSDetails
PEG Ratio
149.48
High:
META
433.38METALow:
SOFI
21.42SOFIDetails
Price/Book
8.24
High:
PLTR
60.95PLTRLow:
ETOR
1.87ETORDetails
Price/Sales
7.4
High:PLTR
111.21PLTRLow:
CAKE
0.76CAKEDetails
Price/CF
20.99
High:PLTR
258.05PLTRLow:CAKE
8.29CAKEDetails
Price/FCF
54.6
High:
NKE
947.69NKELow:
PYPL
11.57PYPLDetails
P/E Ratio
34.81
High:CELH
623.65CELHLow:ZS
-786.28ZSDetails
PEG Ratio
149.48
High:META
433.38METALow:SOFI
21.42SOFIDetails
Price/Book
8.24
High:PLTR
60.95PLTRLow:ETOR
1.87ETORDetails
Price/Sales
7.4
High:PLTR
111.21PLTRLow:CAKE
0.76CAKEDetails
Price/CF
20.99
High:PLTR
258.05PLTRLow:CAKE
8.29CAKEDetails
Price/FCF
54.6
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.47% | Jun 2020 | Nov 2024 | 53 |
-6.79% | Nov 2025 | - | 3 |
-3.78% | Mar 2025 | Apr 2025 | 1 |