Loading...
-3.31%
This Month
-3.31%
Year To Date
+56.99%
2 Years
+65.5%
5 Years
+54.79%
10 Years
+8.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services72.25%
- 👥 Copy Trading10.11%
- 💇♀️ Consumer Services5.89%
- 💻 Electronic Technology4.99%
- 🍞 Consumer Non Durables2.5%
- 🚗 Consumer Durables1.86%
- 💼 Commercial Services1.01%
- 🧬 Health Technology0.91%
- 🛠️ Producer Manufacturing0.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.53%
- 🇺🇸 NYSE19.36%
- 🌍 Digital Currency10.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.71%
- 🇮🇱 Israel1.33%
- 🇨🇦 Canada0.84%
Dividends
Dividend Yield
0.93%
14 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HPQ (5.87%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.97
-3.97
-4
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.97
-3.97
-4
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.34
High:
TSLA
280.13TSLALow:
NET
-596.57NETDetails
PEG Ratio
99.93
High:
DXCM
695.41DXCMLow:
TEAM
-314.34TEAMDetails
Price/Book
7.15
High:
FTNT
76.26FTNTLow:
HPQ
-52.71HPQDetails
Price/Sales
6.96
High:
MSTR
106.4MSTRLow:HPQ
0.34HPQDetails
Price/CF
21.71
High:MSTR
7,511.07MSTRLow:
CMCSA
3.52CMCSADetails
Price/FCF
46.49
High:MSTR
1,187.5MSTRLow:CMCSA
7.2CMCSADetails
P/E Ratio
28.34
High:TSLA
280.13TSLALow:NET
-596.57NETDetails
PEG Ratio
99.93
High:DXCM
695.41DXCMLow:TEAM
-314.34TEAMDetails
Price/Book
7.15
High:FTNT
76.26FTNTLow:HPQ
-52.71HPQDetails
Price/Sales
6.96
High:MSTR
106.4MSTRLow:HPQ
0.34HPQDetails
Price/CF
21.71
High:MSTR
7,511.07MSTRLow:CMCSA
3.52CMCSADetails
Price/FCF
46.49
High:MSTR
1,187.5MSTRLow:CMCSA
7.2CMCSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.26% | Dec 2021 | Sep 2024 | 33 |
-22.83% | Sep 2021 | Oct 2021 | 1 |
-12.68% | Mar 2021 | Aug 2021 | 5 |
-9.53% | Feb 2025 | May 2025 | 3 |
-8.77% | Nov 2025 | - | 3 |
-5.97% | Jan 2021 | Feb 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |