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-2.47%
This Month
-7.44%
Year To Date
+49.85%
2 Years
+169.74%
5 Years
+169.74%
10 Years
+33.7%
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 7.6/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
12.41
12.41
-2
0
2
13
13
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
12.41
12.41
-2
0
2
13
13
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.91
1.91
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
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 |
|---|---|---|---|
-26.13% | Dec 2024 | Jun 2025 | 6 |
-14.74% | Nov 2025 | - | 5 |
-7.52% | Sep 2023 | Nov 2023 | 2 |
-7.45% | Apr 2024 | May 2024 | 1 |
-5.7% | Jul 2024 | Oct 2024 | 3 |
-5.64% | Aug 2025 | Sep 2025 | 1 |
-0.92% | Dec 2022 | Jan 2023 | 1 |