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-0.16%
This Month
+12.88%
Year To Date
+36.79%
2 Years
+37.65%
5 Years
+57.16%
10 Years
+5.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash23.08%
- 💻 Electronic Technology19.17%
- 🖥️ Technology Services13.2%
- 💰 Finance11.74%
- 📊 ETFs10.02%
- 💇♀️ Consumer Services6.73%
- 🛍️ Retail Trade5.14%
- 💼 Commercial Services3.42%
- ⚡ Utilities1.91%
- 🚚 Transportation1.8%
- 🛠️ Producer Manufacturing1.34%
- 🧩 Miscellaneous1.07%
- 🍞 Consumer Non Durables0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.13%
- 🇺🇸 NYSE26.42%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.42%
- 🇮🇱 Israel2.68%
- 🇨🇳 China2.57%
- 🇧🇷 Brazil2.52%
- 🇸🇪 Sweden1.86%
- 🇯🇵 Japan0.84%
- 🇸🇬 Singapore0.56%
Dividends
Dividend Yield
0.35%
8 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 3.8/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-0.88
-0.88
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.28
0.28
0
1
2
3
3
Jensen's Alpha
-0.88
-0.88
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.72
High:
AMD
183.1AMDLow:
SEDG
-9SEDGDetails
PEG Ratio
119.52
High:JPM
653.32JPMLow:SEDG
-11.3SEDGDetails
Price/Book
5.32
High:AMD
14.11AMDLow:
BYND
-14.41BYNDDetails
Price/Sales
6.52
High:AMD
24.58AMDLow:BYND
1.13BYNDDetails
Price/CF
17.29
High:
GRAB
160.94GRABLow:JPM
5.39JPMDetails
Price/FCF
37.23
High:GRAB
1,625.54GRABLow:JPM
6.1JPMDetails
P/E Ratio
29.72
High:AMD
183.1AMDLow:SEDG
-9SEDGDetails
PEG Ratio
119.52
High:JPM
653.32JPMLow:SEDG
-11.3SEDGDetails
Price/Book
5.32
High:AMD
14.11AMDLow:BYND
-14.41BYNDDetails
Price/Sales
6.52
High:AMD
24.58AMDLow:BYND
1.13BYNDDetails
Price/CF
17.29
High:GRAB
160.94GRABLow:JPM
5.39JPMDetails
Price/FCF
37.23
High:GRAB
1,625.54GRABLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.22% | May 2017 | May 2026 | 108 |
-1% | Jun 2026 | - | 2 |