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-6.44%
This Month
-26.75%
Year To Date
+35.9%
2 Years
-1.56%
5 Years
+130.73%
10 Years
+10.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.16%
- 💻 Electronic Technology37.96%
- 🛍️ Retail Trade10.87%
- 💰 Finance9.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.5%
- 🇬🇧 LSE6.49%
- 🇺🇸 NYSE6.01%
- 🇳🇱 Euronext Amsterdam3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States90.52%
- 🇬🇧 United Kingdom6.49%
- 🇳🇱 Netherlands3%
Dividends
Dividend Yield
0.37%
9 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BAC (2.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU | Pay Day | Oct 29, 2026 | $0.15 |
 JPM | Pay Day | Oct 31, 2026 | $1.50 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
JPM | Ex-Dividend | Jan 6, 2027 | $1.50 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
 INGA.NV | Ex-Dividend | Feb 3, 2027 | $0.88 |
Performance Metrics
Score 4.7/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.63
0.63
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.63
0.63
-2
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.72
High:
CRWD
7,637.82CRWDLow:BAC
12.43BACDetails
PEG Ratio
527.14
High:CRWD
6,797.25CRWDLow:MU
1.62MUDetails
Price/Book
9.16
High:CRWD
54.72CRWDLow:BAC
1.37BACDetails
Price/Sales
9.09
High:
PLTR
79.03PLTRLow:BAC
2.02BACDetails
Price/CF
19.76
High:CRWD
98.85CRWDLow:BAC
5.06BACDetails
Price/FCF
49.34
High:
AMZN
325.85AMZNLow:BAC
5.74BACDetails
P/E Ratio
25.72
High:CRWD
7,637.82CRWDLow:BAC
12.43BACDetails
PEG Ratio
527.14
High:CRWD
6,797.25CRWDLow:MU
1.62MUDetails
Price/Book
9.16
High:CRWD
54.72CRWDLow:BAC
1.37BACDetails
Price/Sales
9.09
High:PLTR
79.03PLTRLow:BAC
2.02BACDetails
Price/CF
19.76
High:CRWD
98.85CRWDLow:BAC
5.06BACDetails
Price/FCF
49.34
High:AMZN
325.85AMZNLow:BAC
5.74BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.04% | Nov 2021 | May 2025 | 42 |
-32.83% | Nov 2025 | - | 12 |
-11.36% | Sep 2018 | Jul 2020 | 22 |
-7.32% | Mar 2018 | May 2018 | 2 |
-3.58% | Mar 2021 | Apr 2021 | 1 |
-3.37% | Sep 2021 | Oct 2021 | 1 |
-2.73% | May 2021 | Jun 2021 | 1 |
-2.54% | Sep 2020 | Nov 2020 | 2 |
-1.21% | Jul 2018 | Aug 2018 | 1 |
-0.22% | Jul 2021 | Aug 2021 | 1 |