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+1.7%
This Month
-4.69%
Year To Date
+44.52%
2 Years
+77.66%
5 Years
+77.66%
10 Years
+17.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.88%
- 💵 Cash40.89%
- 💻 Electronic Technology12.54%
- 🧬 Health Technology0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.25%
- 🇺🇸 NYSE26.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.91%
Dividends
Dividend Yield
0.67%
4 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
4.05
4.05
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
1.57
1.57
0
0.3
0.6
2
2
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
4.05
4.05
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
1.57
1.57
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.26
High:
AVGO
66.7AVGOLow:
PFE
19.64PFEDetails
PEG Ratio
45.26
High:
MSFT
88.65MSFTLow:AVGO
23.33AVGODetails
Price/Book
9.07
High:AVGO
18.52AVGOLow:PFE
1.75PFEDetails
Price/Sales
10.58
High:AVGO
24.3AVGOLow:PFE
2.42PFEDetails
Price/CF
27.29
High:
RDDT
67.52RDDTLow:PFE
12.1PFEDetails
Price/FCF
75.62
High:PFE
202.63PFELow:
IBM
48.25IBMDetails
P/E Ratio
30.26
High:AVGO
66.7AVGOLow:PFE
19.64PFEDetails
PEG Ratio
45.26
High:MSFT
88.65MSFTLow:AVGO
23.33AVGODetails
Price/Book
9.07
High:AVGO
18.52AVGOLow:PFE
1.75PFEDetails
Price/Sales
10.58
High:AVGO
24.3AVGOLow:PFE
2.42PFEDetails
Price/CF
27.29
High:RDDT
67.52RDDTLow:PFE
12.1PFEDetails
Price/FCF
75.62
High:PFE
202.63PFELow:IBM
48.25IBMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.04% | Oct 2024 | May 2025 | 7 |
-6.28% | Jan 2026 | - | 3 |
-6.01% | Dec 2022 | Mar 2023 | 3 |
-5.5% | Aug 2023 | Mar 2024 | 7 |
-4.43% | May 2023 | Jul 2023 | 2 |
-1.62% | Apr 2024 | May 2024 | 1 |
-0.28% | Jul 2025 | Aug 2025 | 1 |
-0.24% | Oct 2025 | Nov 2025 | 1 |
-0.03% | Jun 2024 | Jul 2024 | 1 |