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+0.59%
Today
+2.76%
This Month
-2.01%
Year To Date
+24.63%
2 Years
+693.93%
5 Years
+49.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash78.43%
- 🖥️ Technology Services69.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq69.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.49%
Dividends
Dividend Yield
0.3%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.3% | 0.44% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
55.04
55.04
-2
0
2
56
56
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
5.47
5.47
0
0.75
1.25
6
6
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
55.04
55.04
-2
0
2
56
56
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
5.47
5.47
0
0.75
1.25
6
6
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.42
High:
GOOG
20.42GOOGLow:GOOG
20.42GOOGDetails
PEG Ratio
54.13
High:GOOG
54.13GOOGLow:GOOG
54.13GOOGDetails
Price/Book
6.45
High:GOOG
6.45GOOGLow:GOOG
6.45GOOGDetails
Price/Sales
6.26
High:GOOG
6.26GOOGLow:GOOG
6.26GOOGDetails
Price/CF
14.48
High:GOOG
14.48GOOGLow:GOOG
14.48GOOGDetails
Price/FCF
29.5
High:GOOG
29.5GOOGLow:GOOG
29.5GOOGDetails
P/E Ratio
20.42
High:GOOG
20.42GOOGLow:GOOG
20.42GOOGDetails
PEG Ratio
54.13
High:GOOG
54.13GOOGLow:GOOG
54.13GOOGDetails
Price/Book
6.45
High:GOOG
6.45GOOGLow:GOOG
6.45GOOGDetails
Price/Sales
6.26
High:GOOG
6.26GOOGLow:GOOG
6.26GOOGDetails
Price/CF
14.48
High:GOOG
14.48GOOGLow:GOOG
14.48GOOGDetails
Price/FCF
29.5
High:GOOG
29.5GOOGLow:GOOG
29.5GOOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-73.06% | Nov 2013 | May 2017 | 42 |
-72.89% | Jan 2018 | Nov 2020 | 34 |
-23.25% | Apr 2022 | Dec 2023 | 20 |
-17.29% | Feb 2025 | - | 6 |
-8.64% | Sep 2017 | Oct 2017 | 1 |
-6.97% | Jul 2024 | Dec 2024 | 5 |
-2.01% | Nov 2021 | Mar 2022 | 4 |
-0.94% | Feb 2024 | Mar 2024 | 1 |
-0.54% | Sep 2021 | Oct 2021 | 1 |