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+5.22%
This Month
+5.22%
Year To Date
+112.65%
2 Years
+232.28%
5 Years
+232.28%
10 Years
+46.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.55%
- 📊 ETFs27.6%
- 🖥️ Technology Services15.43%
- 💵 Cash9.6%
- 💰 Finance9.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.59%
- 🇺🇸 NYSE27.69%
- 🇬🇧 LSE27.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.64%
- 🇹🇼 Taiwan10.47%
- 🇳🇱 Netherlands9.17%
Dividends
Dividend Yield
0.47%
7 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.98
3.98
0
1
2
4
4
Jensen's Alpha
19.52
19.52
-2
0
2
20
20
Omega Ratio
2.94
2.94
0
1
1.5
3
3
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
3.75
3.75
0
0.3
0.6
4
4
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.98
3.98
0
1
2
4
4
Jensen's Alpha
19.52
19.52
-2
0
2
20
20
Omega Ratio
2.94
2.94
0
1
1.5
3
3
Treynor Ratio
2.32
2.32
0
0.75
1.25
3
3
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
3.75
3.75
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
33.87
High:
ASML
49.62ASMLLow:
JPM
15.13JPMDetails
PEG Ratio
242.45
High:JPM
1,131.13JPMLow:
MU
17.07MUDetails
Price/Book
10.58
High:
NVDA
36.4NVDALow:JPM
2.38JPMDetails
Price/Sales
11.52
High:NVDA
23.3NVDALow:JPM
2.96JPMDetails
Price/CF
28.57
High:NVDA
54.84NVDALow:MU
11.55MUDetails
Price/FCF
62.06
High:
ORCL
348.36ORCLLow:JPM
29.28JPMDetails
P/E Ratio
33.87
High:ASML
49.62ASMLLow:JPM
15.13JPMDetails
PEG Ratio
242.45
High:JPM
1,131.13JPMLow:MU
17.07MUDetails
Price/Book
10.58
High:NVDA
36.4NVDALow:JPM
2.38JPMDetails
Price/Sales
11.52
High:NVDA
23.3NVDALow:JPM
2.96JPMDetails
Price/CF
28.57
High:NVDA
54.84NVDALow:MU
11.55MUDetails
Price/FCF
62.06
High:ORCL
348.36ORCLLow:JPM
29.28JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.07% | Feb 2025 | May 2025 | 3 |
-8.62% | Aug 2023 | Nov 2023 | 3 |
-7.42% | Apr 2024 | May 2024 | 1 |
-5.18% | Nov 2025 | Jan 2026 | 2 |
-2.1% | Aug 2024 | Sep 2024 | 1 |
-1.83% | Apr 2023 | May 2023 | 1 |
-1.33% | Oct 2024 | Nov 2024 | 1 |
-0.34% | Dec 2024 | Jan 2025 | 1 |
-0.33% | Aug 2025 | Sep 2025 | 1 |