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-2.44%
This Month
-7.49%
Year To Date
+67.64%
2 Years
+266.53%
5 Years
+225.38%
10 Years
+20.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology99.53%
- 🪙 Cryptocurrencies0.4%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.53%
- 🌍 Digital Currency0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.53%
Dividends
Dividend Yield
0.02%
1 out of 2 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 7.3/10
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
14.51
14.51
-2
0
2
15
15
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Beta
0.64
0.64
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
14.51
14.51
-2
0
2
15
15
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.23
High:NVDA
35.23NVDALow:NVDA
35.23NVDADetails
PEG Ratio
53.28
High:NVDA
53.28NVDALow:NVDA
53.28NVDADetails
Price/Book
26.68
High:NVDA
26.68NVDALow:NVDA
26.68NVDADetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:NVDA
19.54NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
35.23
High:NVDA
35.23NVDALow:NVDA
35.23NVDADetails
PEG Ratio
53.28
High:NVDA
53.28NVDALow:NVDA
53.28NVDADetails
Price/Book
26.68
High:NVDA
26.68NVDALow:NVDA
26.68NVDADetails
Price/Sales
19.54
High:NVDA
19.54NVDALow:NVDA
19.54NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
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 |
-14.86% | Nov 2025 | - | 5 |
-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 |
-1.26% | Aug 2025 | Sep 2025 | 1 |