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0%
Today
+8.86%
This Month
-12.3%
Year To Date
+212.22%
2 Years
+370.42%
5 Years
+37.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables51.13%
- 🖥️ Technology Services20.72%
- 🧬 Health Technology11.18%
- 💻 Electronic Technology9.43%
- 🏥 Health Services4.42%
- 🪨 Non Energy Minerals1.93%
- 🛠️ Producer Manufacturing1.19%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.23%
- 🇺🇸 NYSE28.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.62%
- 🇮🇱 Israel3.38%
Dividends
Dividend Yield
0%
0 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
39.49
39.49
-2
0
2
40
40
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
5.74
5.74
0
0.75
1.25
6
6
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.53
1.53
0
1
2
3
3
Jensen's Alpha
39.49
39.49
-2
0
2
40
40
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
5.74
5.74
0
0.75
1.25
6
6
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
202.95
High:
TSLA
182.64TSLALow:
U
-30.45UDetails
PEG Ratio
-75.69
High:
SPCE
-0.65SPCELow:
AI
-272.38AIDetails
Price/Book
14.18
High:
TEM.US
32.4TEM.USLow:
SPWRQ
-SPWRQDetails
Price/Sales
12.17
High:
ABAT
131.9ABATLow:
ACHR
-ACHRDetails
Price/CF
54.01
High:
ASAN
160.71ASANLow:
TDOC
4.61TDOCDetails
Price/FCF
133.15
High:ASAN
347.35ASANLow:TDOC
4.81TDOCDetails
P/E Ratio
202.95
High:TSLA
182.64TSLALow:U
-30.45UDetails
PEG Ratio
-75.69
High:SPCE
-0.65SPCELow:AI
-272.38AIDetails
Price/Book
14.18
High:TEM.US
32.4TEM.USLow:SPWRQ
-SPWRQDetails
Price/Sales
12.17
High:ABAT
131.9ABATLow:ACHR
-ACHRDetails
Price/CF
54.01
High:ASAN
160.71ASANLow:TDOC
4.61TDOCDetails
Price/FCF
133.15
High:ASAN
347.35ASANLow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.65% | Jun 2021 | May 2023 | 23 |
-33.48% | Feb 2025 | - | 6 |
-14.38% | Jun 2023 | Aug 2023 | 2 |
-11.39% | Dec 2023 | Jan 2024 | 1 |
-11.34% | Sep 2020 | Nov 2020 | 2 |
-7.54% | Aug 2024 | Sep 2024 | 1 |
-3.71% | Oct 2024 | Nov 2024 | 1 |
-2.64% | May 2024 | Jul 2024 | 2 |
-0.64% | Sep 2023 | Oct 2023 | 1 |