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-2.67%
This Month
+0.03%
Year To Date
+72.22%
2 Years
+99.23%
5 Years
+186.45%
10 Years
+21.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash34.06%
- 💻 Electronic Technology25.61%
- 💰 Finance17.48%
- 🖥️ Technology Services15.91%
- 🛍️ Retail Trade12.72%
- 🧬 Health Technology0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.05%
- 🇺🇸 Nasdaq27.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.92%
- 🇬🇧 United Kingdom15.09%
- 🇨🇳 China12.72%
- 🇨🇭 Switzerland0.74%
Dividends
Dividend Yield
0.93%
10 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HSBC (4.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
3.31
3.31
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
3.31
3.31
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.36
High:
ARM
165.37ARMLow:
INTC
-556.53INTCDetails
PEG Ratio
-97.22
High:
V
564.33VLow:
FROG
-4,784.84FROGDetails
Price/Book
6.34
High:
AAPL
43.77AAPLLow:
DELL
-37.45DELLDetails
Price/Sales
5.83
High:
CRSP
1,628.53CRSPLow:DELL
0.96DELLDetails
Price/CF
17.94
High:ARM
76.78ARMLow:
HSBC
3.89HSBCDetails
Price/FCF
32.82
High:
BABA
1,196.17BABALow:HSBC
5.09HSBCDetails
P/E Ratio
26.36
High:ARM
165.37ARMLow:INTC
-556.53INTCDetails
PEG Ratio
-97.22
High:V
564.33VLow:FROG
-4,784.84FROGDetails
Price/Book
6.34
High:AAPL
43.77AAPLLow:DELL
-37.45DELLDetails
Price/Sales
5.83
High:CRSP
1,628.53CRSPLow:DELL
0.96DELLDetails
Price/CF
17.94
High:ARM
76.78ARMLow:HSBC
3.89HSBCDetails
Price/FCF
32.82
High:BABA
1,196.17BABALow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.39% | Nov 2021 | Feb 2024 | 27 |
-5.64% | Sep 2020 | Nov 2020 | 2 |
-5.62% | Mar 2021 | Oct 2021 | 7 |
-3.78% | Oct 2025 | - | 6 |
-3.48% | Jun 2020 | Aug 2020 | 2 |
-3.34% | Mar 2025 | May 2025 | 2 |
-2.74% | Apr 2024 | May 2024 | 1 |
-0.95% | Oct 2024 | Nov 2024 | 1 |
-0.25% | Dec 2024 | Jan 2025 | 1 |