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0%
Today
+7.65%
This Month
+25.01%
Year To Date
+178%
2 Years
+243.69%
5 Years
+23.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology99.31%
- 💵 Cash2.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.31%
Dividends
Dividend Yield
0.02%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
16.22
16.22
-2
0
2
17
17
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
2.99
2.99
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Beta
0.61
0.61
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.49
1.49
0
1
2
3
3
Jensen's Alpha
16.22
16.22
-2
0
2
17
17
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
2.99
2.99
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.95
0.95
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
55.54
High:
NVDA
55.54NVDALow:NVDA
55.54NVDADetails
PEG Ratio
68.26
High:NVDA
68.26NVDALow:NVDA
68.26NVDADetails
Price/Book
50.15
High:NVDA
50.15NVDALow:NVDA
50.15NVDADetails
Price/Sales
28.57
High:NVDA
28.57NVDALow:NVDA
28.57NVDADetails
Price/CF
35.87
High:NVDA
35.87NVDALow:NVDA
35.87NVDADetails
Price/FCF
38.43
High:NVDA
38.43NVDALow:NVDA
38.43NVDADetails
P/E Ratio
55.54
High:NVDA
55.54NVDALow:NVDA
55.54NVDADetails
PEG Ratio
68.26
High:NVDA
68.26NVDALow:NVDA
68.26NVDADetails
Price/Book
50.15
High:NVDA
50.15NVDALow:NVDA
50.15NVDADetails
Price/Sales
28.57
High:NVDA
28.57NVDALow:NVDA
28.57NVDADetails
Price/CF
35.87
High:NVDA
35.87NVDALow:NVDA
35.87NVDADetails
Price/FCF
38.43
High:NVDA
38.43NVDALow:NVDA
38.43NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.35% | Feb 2020 | Nov 2020 | 9 |
-22.18% | Dec 2021 | May 2023 | 17 |
-19.89% | Dec 2024 | Jun 2025 | 6 |
-14.46% | Dec 2020 | Nov 2021 | 11 |
-6.22% | Apr 2024 | May 2024 | 1 |
-5.68% | Aug 2023 | Nov 2023 | 3 |
-4.16% | Jul 2024 | Oct 2024 | 3 |