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-0.66%
This Month
-0.66%
Year To Date
+32.19%
2 Years
+30.05%
5 Years
+370.87%
10 Years
+18.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash71.06%
- 💻 Electronic Technology14.88%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq14.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.88%
Dividends
Dividend Yield
0.06%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.06% | 0.4% | $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
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
9.32
9.32
-2
0
2
10
10
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
9.32
9.32
-2
0
2
10
10
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.9
High:AAPL
34.9AAPLLow:
SUNWQ
-SUNWQDetails
PEG Ratio
152.74
High:AAPL
152.74AAPLLow:AAPL
152.74AAPLDetails
Price/Book
52.16
High:AAPL
52.16AAPLLow:SUNWQ
-SUNWQDetails
Price/Sales
9.3
High:AAPL
9.3AAPLLow:SUNWQ
-SUNWQDetails
Price/CF
34.06
High:AAPL
34.06AAPLLow:AAPL
34.06AAPLDetails
Price/FCF
45.56
High:AAPL
45.56AAPLLow:AAPL
45.56AAPLDetails
P/E Ratio
34.9
High:AAPL
34.9AAPLLow:SUNWQ
-SUNWQDetails
PEG Ratio
152.74
High:AAPL
152.74AAPLLow:AAPL
152.74AAPLDetails
Price/Book
52.16
High:AAPL
52.16AAPLLow:SUNWQ
-SUNWQDetails
Price/Sales
9.3
High:AAPL
9.3AAPLLow:SUNWQ
-SUNWQDetails
Price/CF
34.06
High:AAPL
34.06AAPLLow:AAPL
34.06AAPLDetails
Price/FCF
45.56
High:AAPL
45.56AAPLLow:AAPL
45.56AAPLDetails
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 | - | 12 |
-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 |