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+3.2%
This Month
+18.08%
Year To Date
+117.07%
2 Years
+117.07%
5 Years
+117.07%
10 Years
+117.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology55.19%
- 🛠️ Producer Manufacturing28.61%
- 🖥️ Technology Services15.12%
- 💵 Cash1.76%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.92%
Dividends
Dividend Yield
0.24%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AMAT (0.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
3.51
3.51
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
51.23
51.23
-2
0
2
52
52
Omega Ratio
17.98
17.98
0
1
1.5
18
18
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
3.05
3.05
0
0.3
0.6
4
4
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
3.51
3.51
0
0.5
1
4
4
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
51.23
51.23
-2
0
2
52
52
Omega Ratio
17.98
17.98
0
1
1.5
18
18
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
3.05
3.05
0
0.3
0.6
4
4
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
33.94
High:
MU
42MULow:
GOOGL
28.28GOOGLDetails
PEG Ratio
67.94
High:
AMAT
129.14AMATLow:MU
20.66MUDetails
Price/Book
13.55
High:
NVDA
28.31NVDALow:MU
8.46MUDetails
Price/Sales
13.21
High:NVDA
20.73NVDALow:GOOGL
9.27GOOGLDetails
Price/CF
26.64
High:NVDA
44.64NVDALow:MU
11.55MUDetails
Price/FCF
57.91
High:MU
63.49MULow:AMAT
53.99AMATDetails
P/E Ratio
33.94
High:MU
42MULow:GOOGL
28.28GOOGLDetails
PEG Ratio
67.94
High:AMAT
129.14AMATLow:MU
20.66MUDetails
Price/Book
13.55
High:NVDA
28.31NVDALow:MU
8.46MUDetails
Price/Sales
13.21
High:NVDA
20.73NVDALow:GOOGL
9.27GOOGLDetails
Price/CF
26.64
High:NVDA
44.64NVDALow:MU
11.55MUDetails
Price/FCF
57.91
High:MU
63.49MULow:AMAT
53.99AMATDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|