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+2%
This Month
+3.32%
Year To Date
+45.78%
2 Years
+19.95%
5 Years
+43.39%
10 Years
+6.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash51.89%
- 🖥️ Technology Services26.88%
- 💻 Electronic Technology14.78%
- 🚗 Consumer Durables5.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.16%
Dividends
Dividend Yield
0.14%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-4.79
-4.79
-5
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-4.79
-4.79
-5
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.17
High:
TSLA
377.27TSLALow:
MSFT
25.35MSFTDetails
PEG Ratio
70.88
High:MSFT
88.65MSFTLow:
AMD
46.79AMDDetails
Price/Book
11.02
High:
NVDA
28.28NVDALow:AMD
5.23AMDDetails
Price/Sales
11.8
High:NVDA
20.71NVDALow:
META
8.52METADetails
Price/CF
26.87
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
60.08
High:TSLA
255.88TSLALow:META
41.51METADetails
P/E Ratio
32.17
High:TSLA
377.27TSLALow:MSFT
25.35MSFTDetails
PEG Ratio
70.88
High:MSFT
88.65MSFTLow:AMD
46.79AMDDetails
Price/Book
11.02
High:NVDA
28.28NVDALow:AMD
5.23AMDDetails
Price/Sales
11.8
High:NVDA
20.71NVDALow:META
8.52METADetails
Price/CF
26.87
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
60.08
High:TSLA
255.88TSLALow:META
41.51METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.61% | Jul 2021 | Jan 2025 | 42 |
-7.57% | Mar 2025 | Jun 2025 | 3 |
-7.14% | Oct 2025 | - | 6 |
-2.4% | May 2021 | Jun 2021 | 1 |
-1.3% | Oct 2020 | Nov 2020 | 1 |
-0.46% | Jul 2025 | Aug 2025 | 1 |
-0.35% | Mar 2021 | Apr 2021 | 1 |