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-2.47%
This Month
-7.43%
Year To Date
-8.33%
2 Years
-1.97%
5 Years
-5.08%
10 Years
-0.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.02%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.16
0.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-4.58
-4.58
-5
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-1.51
-1.51
-2
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
0.16
0.16
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.31
-0.31
-1
1
2
3
3
Jensen's Alpha
-4.58
-4.58
-5
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
-1.51
-1.51
-2
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.23
High:NVDA
35.23NVDALow:NVDA
35.23NVDADetails
PEG Ratio
53.28
High:NVDA
53.28NVDALow:NVDA
53.28NVDADetails
Price/Book
26.68
High:NVDA
26.68NVDALow:NVDA
26.68NVDADetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:NVDA
19.54NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
35.23
High:NVDA
35.23NVDALow:NVDA
35.23NVDADetails
PEG Ratio
53.28
High:NVDA
53.28NVDALow:NVDA
53.28NVDADetails
Price/Book
26.68
High:NVDA
26.68NVDALow:NVDA
26.68NVDADetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:NVDA
19.54NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.77% | Feb 2025 | - | 14 |
-9.23% | Jan 2021 | Jun 2024 | 41 |
-2.57% | Dec 2024 | Jan 2025 | 1 |
-0.65% | Oct 2024 | Nov 2024 | 1 |
-0.62% | Jul 2024 | Aug 2024 | 1 |