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-6.82%
This Month
+8.03%
Year To Date
+62.12%
2 Years
+99.82%
5 Years
+13405.25%
10 Years
+50.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services81.15%
- 💵 Cash78.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.15%
Dividends
Dividend Yield
0.19%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOG (0.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GOOG | 0.19% | 0.23% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.72
2.72
0
1
2
3
3
Jensen's Alpha
68.85
68.85
-2
0
2
69
69
Omega Ratio
2.4
2.4
0
1
1.5
3
3
Treynor Ratio
5.57
5.57
0
0.75
1.25
6
6
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.72
2.72
0
1
2
3
3
Jensen's Alpha
68.85
68.85
-2
0
2
69
69
Omega Ratio
2.4
2.4
0
1
1.5
3
3
Treynor Ratio
5.57
5.57
0
0.75
1.25
6
6
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.17
High:GOOG
28.17GOOGLow:GOOG
28.17GOOGDetails
PEG Ratio
60.94
High:GOOG
60.94GOOGLow:GOOG
60.94GOOGDetails
Price/Book
9.35
High:GOOG
9.35GOOGLow:GOOG
9.35GOOGDetails
Price/Sales
10.68
High:GOOG
10.68GOOGLow:GOOG
10.68GOOGDetails
Price/CF
20.13
High:GOOG
20.13GOOGLow:GOOG
20.13GOOGDetails
Price/FCF
64.69
High:GOOG
64.69GOOGLow:GOOG
64.69GOOGDetails
P/E Ratio
28.17
High:GOOG
28.17GOOGLow:GOOG
28.17GOOGDetails
PEG Ratio
60.94
High:GOOG
60.94GOOGLow:GOOG
60.94GOOGDetails
Price/Book
9.35
High:GOOG
9.35GOOGLow:GOOG
9.35GOOGDetails
Price/Sales
10.68
High:GOOG
10.68GOOGLow:GOOG
10.68GOOGDetails
Price/CF
20.13
High:GOOG
20.13GOOGLow:GOOG
20.13GOOGDetails
Price/FCF
64.69
High:GOOG
64.69GOOGLow:GOOG
64.69GOOGDetails
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 | Aug 2025 | 6 |
-11.89% | Feb 2026 | Apr 2026 | 2 |
-8.64% | Sep 2017 | Oct 2017 | 1 |
-8.03% | May 2026 | - | 2 |
-6.97% | Jul 2024 | Dec 2024 | 5 |
-2.01% | Nov 2021 | Mar 2022 | 4 |
-1.44% | Dec 2025 | Jan 2026 | 1 |
-0.94% | Feb 2024 | Mar 2024 | 1 |
-0.54% | Sep 2021 | Oct 2021 | 1 |