Loading...
-2.28%
This Month
-2.28%
Year To Date
+74.01%
2 Years
+314.06%
5 Years
+314.06%
10 Years
+38.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.28%
- 🛍️ Retail Trade16.89%
- 💻 Electronic Technology12.7%
- 💵 Cash11.62%
- 🍞 Consumer Non Durables6.14%
- 🏥 Health Services4.2%
- 🚗 Consumer Durables3%
- 🚚 Transportation1.87%
- 💰 Finance1.12%
- 💼 Commercial Services0.88%
- ⛏️ Energy Minerals0.8%
- 🪙 Cryptocurrencies0.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.67%
- 🇺🇸 NYSE15.21%
- 🌍 Digital Currency0.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.87%
- 🇨🇦 Canada1.4%
- 🇮🇱 Israel0.62%
Dividends
Dividend Yield
0.63%
14 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (6.21%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.3/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.58
1.58
0
0.5
1
2
2
Sortino Ratio
3.57
3.57
0
1
2
4
4
Jensen's Alpha
24.38
24.38
-2
0
2
25
25
Omega Ratio
4.42
4.42
0
1
1.5
5
5
Treynor Ratio
2.75
2.75
0
0.75
1.25
3
3
Information Ratio
1.65
1.65
0
0.3
0.6
2
2
Calmar Ratio
4.4
4.4
0
0.3
0.6
5
5
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.58
1.58
0
0.5
1
2
2
Sortino Ratio
3.57
3.57
0
1
2
4
4
Jensen's Alpha
24.38
24.38
-2
0
2
25
25
Omega Ratio
4.42
4.42
0
1
1.5
5
5
Treynor Ratio
2.75
2.75
0
0.75
1.25
3
3
Information Ratio
1.65
1.65
0
0.3
0.6
2
2
Calmar Ratio
4.4
4.4
0
0.3
0.6
5
5
Portfolio Valuation
Based on current positions
P/E Ratio
34.29
High:
TSLA
280.13TSLALow:
NET
-596.57NETDetails
PEG Ratio
163.83
High:
META
433.38METALow:
MU
17.07MUDetails
Price/Book
10.86
High:
AAPL
49.43AAPLLow:
CVX
1.75CVXDetails
Price/Sales
6.62
High:NET
30.78NETLow:
UNH
0.71UNHDetails
Price/CF
24.4
High:NET
139.36NETLow:
UPS
8.37UPSDetails
Price/FCF
62.03
High:
NKE
947.69NKELow:
PYPL
11.57PYPLDetails
P/E Ratio
34.29
High:TSLA
280.13TSLALow:NET
-596.57NETDetails
PEG Ratio
163.83
High:META
433.38METALow:MU
17.07MUDetails
Price/Book
10.86
High:AAPL
49.43AAPLLow:CVX
1.75CVXDetails
Price/Sales
6.62
High:NET
30.78NETLow:UNH
0.71UNHDetails
Price/CF
24.4
High:NET
139.36NETLow:UPS
8.37UPSDetails
Price/FCF
62.03
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.43% | Feb 2025 | May 2025 | 3 |
-7.13% | Apr 2022 | Jul 2022 | 3 |
-6.83% | Dec 2022 | Jan 2023 | 1 |
-6.35% | Sep 2023 | Dec 2023 | 3 |
-6.1% | Sep 2022 | Oct 2022 | 1 |
-4.38% | Sep 2021 | Oct 2021 | 1 |
-3.99% | Apr 2024 | May 2024 | 1 |
-3.74% | Nov 2025 | - | 3 |
-3.73% | Jul 2024 | Oct 2024 | 3 |
-2.25% | Feb 2023 | Mar 2023 | 1 |
-2.18% | Dec 2024 | Jan 2025 | 1 |
-1.37% | Nov 2021 | Jan 2022 | 2 |
-0.2% | Jul 2021 | Aug 2021 | 1 |