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+5.04%
This Month
+5.04%
Year To Date
+47.49%
2 Years
+47.49%
5 Years
+47.49%
10 Years
+33.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services44.78%
- 💻 Electronic Technology13.97%
- 🛠️ Producer Manufacturing9.43%
- 🧬 Health Technology6.95%
- 🏥 Health Services5.92%
- 🍞 Consumer Non Durables3.2%
- 💼 Commercial Services3.06%
- 🛍️ Retail Trade2.74%
- 👥 Copy Trading2.59%
- 💰 Finance2.2%
- ❓ Other1.84%
- ⛏️ Energy Minerals1.38%
- 💵 Cash1.02%
- 🚗 Consumer Durables0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.3%
- 🇺🇸 NYSE41.06%
- Regular Trading Hours - RTH4.04%
- 🇭🇰 Hong Kong Exchanges1%
- 🌍 Digital Currency0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.94%
- 🇦🇺 Australia4.5%
- 🇸🇬 Singapore3.89%
- 🇩🇰 Denmark3.7%
- 🇮🇱 Israel2.42%
- 🇨🇳 China1%
- 🇬🇧 United Kingdom0.74%
- 🇳🇱 Netherlands0.05%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
0.14%
9 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
-9.38
-9.38
-10
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
2
2
0
0.8
1.2
0
3
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
-9.38
-9.38
-10
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.15
High:
RNG
190.74RNGLow:
BE
-5,683.51BEDetails
PEG Ratio
-77.1
High:
ADSK
2,010.11ADSKLow:BE
-5,038.1BEDetails
Price/Book
5.34
High:BE
59.86BELow:
WIX
-18.58WIXDetails
Price/Sales
6.01
High:
QUBT
3,400.83QUBTLow:
ACHR
-ACHRDetails
Price/CF
20.65
High:
MSTR
7,511.07MSTRLow:
KOS
2.89KOSDetails
Price/FCF
38.76
High:MSTR
1,187.5MSTRLow:RNG
5.12RNGDetails
P/E Ratio
30.15
High:RNG
190.74RNGLow:BE
-5,683.51BEDetails
PEG Ratio
-77.1
High:ADSK
2,010.11ADSKLow:BE
-5,038.1BEDetails
Price/Book
5.34
High:BE
59.86BELow:WIX
-18.58WIXDetails
Price/Sales
6.01
High:QUBT
3,400.83QUBTLow:ACHR
-ACHRDetails
Price/CF
20.65
High:MSTR
7,511.07MSTRLow:KOS
2.89KOSDetails
Price/FCF
38.76
High:MSTR
1,187.5MSTRLow:RNG
5.12RNGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.22% | Dec 2024 | Jun 2025 | 6 |
-9.97% | Nov 2025 | - | 3 |
-3.37% | Aug 2024 | Sep 2024 | 1 |
-3.07% | Apr 2024 | Jun 2024 | 2 |