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+1.22%
This Month
+3.43%
Year To Date
+41.7%
2 Years
+167.06%
5 Years
+368.56%
10 Years
+19.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash68.46%
- 💻 Electronic Technology14.13%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq14.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.13%
Dividends
Dividend Yield
0.06%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.06% | 0.43% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
10.13
10.13
-2
0
2
11
11
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
10.13
10.13
-2
0
2
11
11
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.2
High:
AAPL
36.2AAPLLow:
SUNWQ
-SUNWQDetails
PEG Ratio
24,609.11
High:AAPL
24,609.11AAPLLow:AAPL
24,609.11AAPLDetails
Price/Book
53.75
High:AAPL
53.75AAPLLow:SUNWQ
-SUNWQDetails
Price/Sales
8.71
High:AAPL
8.71AAPLLow:SUNWQ
-SUNWQDetails
Price/CF
27.69
High:AAPL
27.69AAPLLow:AAPL
27.69AAPLDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
P/E Ratio
36.2
High:AAPL
36.2AAPLLow:SUNWQ
-SUNWQDetails
PEG Ratio
24,609.11
High:AAPL
24,609.11AAPLLow:AAPL
24,609.11AAPLDetails
Price/Book
53.75
High:AAPL
53.75AAPLLow:SUNWQ
-SUNWQDetails
Price/Sales
8.71
High:AAPL
8.71AAPLLow:SUNWQ
-SUNWQDetails
Price/CF
27.69
High:AAPL
27.69AAPLLow:AAPL
27.69AAPLDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.84% | Jan 2018 | Nov 2020 | 34 |
-28.15% | Nov 2021 | Nov 2024 | 36 |
-12.34% | Feb 2025 | - | 8 |
-12.03% | Jul 2017 | Aug 2017 | 1 |
-11.22% | Sep 2017 | Nov 2017 | 2 |
-3.95% | May 2021 | Oct 2021 | 5 |
-3.24% | Dec 2024 | Jan 2025 | 1 |