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+1.01%
This Month
-2.3%
Year To Date
+20.84%
2 Years
+162.33%
5 Years
+394.61%
10 Years
+28.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.02%
- 💵 Cash35.56%
- 🖥️ Technology Services20.06%
- 🚗 Consumer Durables2.52%
- 📊 ETFs1.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.62%
- 🇺🇸 NYSE2.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.6%
Dividends
Dividend Yield
0.11%
6 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
11.78
11.78
-2
0
2
12
12
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
11.78
11.78
-2
0
2
12
12
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.93
High:
TSLA
377.27TSLALow:
MSFT
25.35MSFTDetails
PEG Ratio
67.52
High:
NFLX
142.32NFLXLow:
AMD
46.79AMDDetails
Price/Book
15.26
High:
AAPL
43.77AAPLLow:AMD
5.23AMDDetails
Price/Sales
12.69
High:
NVDA
20.71NVDALow:
ORCL
7.3ORCLDetails
Price/CF
31.56
High:TSLA
107.92TSLALow:
META
14.62METADetails
Price/FCF
52.12
High:ORCL
348.36ORCLLow:AAPL
37.55AAPLDetails
P/E Ratio
34.93
High:TSLA
377.27TSLALow:MSFT
25.35MSFTDetails
PEG Ratio
67.52
High:NFLX
142.32NFLXLow:AMD
46.79AMDDetails
Price/Book
15.26
High:AAPL
43.77AAPLLow:AMD
5.23AMDDetails
Price/Sales
12.69
High:NVDA
20.71NVDALow:ORCL
7.3ORCLDetails
Price/CF
31.56
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
52.12
High:ORCL
348.36ORCLLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.11% | Dec 2021 | Jul 2023 | 19 |
-14.46% | Aug 2023 | Dec 2023 | 4 |
-14.21% | Jul 2024 | Jun 2025 | 11 |
-9.86% | Sep 2020 | Nov 2020 | 2 |
-9.07% | Nov 2025 | - | 5 |
-9% | Feb 2020 | May 2020 | 3 |
-6.01% | Sep 2021 | Oct 2021 | 1 |
-4.7% | Apr 2024 | Jun 2024 | 2 |
-3.58% | Jan 2021 | Apr 2021 | 3 |
-2% | May 2021 | Jun 2021 | 1 |
-0.05% | Aug 2025 | Sep 2025 | 1 |