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+1.47%
This Month
+18.57%
Year To Date
+67.25%
2 Years
+55.53%
5 Years
+234.58%
10 Years
+16.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.3%
- 📊 ETFs24.38%
- 💻 Electronic Technology14.37%
- 🛍️ Retail Trade10.73%
- 💵 Cash6.05%
- 🚗 Consumer Durables3.46%
- 💼 Commercial Services3.25%
- 🪙 Cryptocurrencies3.15%
- 🧬 Health Technology1.56%
- 💇♀️ Consumer Services0.8%
- 🍞 Consumer Non Durables0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.51%
- 🇺🇸 NYSE27.05%
- 🌍 Digital Currency3.15%
- 🇭🇰 Hong Kong Exchanges1.37%
- 🇳🇱 Euronext Amsterdam0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.27%
- 🇳🇱 Netherlands3.48%
- 🇨🇳 China2.74%
- 🇨🇦 Canada2.02%
- 🇨🇭 Switzerland1.9%
- 🇸🇬 Singapore1.44%
- 🇺🇾 Uruguay1.32%
- 🇮🇪 Ireland0.61%
- 🇮🇱 Israel0.36%
Dividends
Dividend Yield
0.14%
11 out of 51 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PLTK (11.41%)
Performance Metrics
Score 5.3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
1.17
1.17
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
1.17
1.17
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.63
High:
TWLO
875.62TWLOLow:
ZS
-1,119.5ZSDetails
PEG Ratio
6.29
High:TWLO
841.16TWLOLow:ZS
-3,607.07ZSDetails
Price/Book
11.89
High:
NET
59.02NETLow:
WIX
-61.91WIXDetails
Price/Sales
9.74
High:NET
38.79NETLow:
PLTK
0.49PLTKDetails
Price/CF
27.21
High:NET
143.12NETLow:PLTK
3.72PLTKDetails
Price/FCF
62.74
High:NET
384.39NETLow:PLTK
6.04PLTKDetails
P/E Ratio
38.63
High:TWLO
875.62TWLOLow:ZS
-1,119.5ZSDetails
PEG Ratio
6.29
High:TWLO
841.16TWLOLow:ZS
-3,607.07ZSDetails
Price/Book
11.89
High:NET
59.02NETLow:WIX
-61.91WIXDetails
Price/Sales
9.74
High:NET
38.79NETLow:PLTK
0.49PLTKDetails
Price/CF
27.21
High:NET
143.12NETLow:PLTK
3.72PLTKDetails
Price/FCF
62.74
High:NET
384.39NETLow:PLTK
6.04PLTKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.73% | Nov 2021 | Jan 2025 | 38 |
-37.58% | Feb 2020 | Aug 2021 | 18 |
-21.26% | Sep 2018 | Jan 2020 | 16 |
-14.85% | Feb 2025 | Jun 2025 | 4 |
-12.75% | Mar 2014 | Jul 2014 | 4 |
-8.7% | Feb 2018 | May 2018 | 3 |
-8.29% | Oct 2016 | Jan 2017 | 3 |
-6.16% | Sep 2021 | Oct 2021 | 1 |
-5.06% | Aug 2015 | Oct 2015 | 2 |
-4.08% | Apr 2015 | Jun 2015 | 2 |
-2.89% | Oct 2014 | Nov 2014 | 1 |
-2.72% | Jan 2015 | Feb 2015 | 1 |
-2.5% | Jun 2017 | Jul 2017 | 1 |
-2.46% | Jun 2016 | Jul 2016 | 1 |
-1.93% | Sep 2017 | Oct 2017 | 1 |
-1.14% | Jun 2018 | Aug 2018 | 2 |
-0.14% | Feb 2016 | Mar 2016 | 1 |