Loading...
+0.02%
This Month
+0.13%
Year To Date
+20.45%
2 Years
+30.2%
5 Years
+53.76%
10 Years
+7.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash56.18%
- 💻 Electronic Technology16.77%
- 🖥️ Technology Services14.86%
- 🧬 Health Technology6.29%
- 📊 ETFs5.21%
- 💰 Finance2.02%
- 🪙 Cryptocurrencies1.84%
- ⚡ Utilities1.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.07%
- 🇺🇸 NYSE8.78%
- 🌍 Digital Currency1.84%
- 🇺🇸 Chicago Board Options Exchange1.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.83%
- 🇹🇼 Taiwan3.33%
- 🇳🇱 Netherlands3.26%
Dividends
Dividend Yield
0.11%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.61
-1.61
-2
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.61
-1.61
-2
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.74
-0.74
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.01
High:
FTNT
60.86FTNTLow:
BRK.B
14.7BRK.BDetails
PEG Ratio
307.99
High:FTNT
975.99FTNTLow:
NVDA
29.49NVDADetails
Price/Book
12.35
High:FTNT
116.82FTNTLow:BRK.B
1.46BRK.BDetails
Price/Sales
12.73
High:NVDA
20.3NVDALow:BRK.B
2.84BRK.BDetails
Price/CF
27.47
High:
ISRG
49.35ISRGLow:
MSFT
16.2MSFTDetails
Price/FCF
46.71
High:
CEG
159.96CEGLow:FTNT
24.92FTNTDetails
P/E Ratio
30.01
High:FTNT
60.86FTNTLow:BRK.B
14.7BRK.BDetails
PEG Ratio
307.99
High:FTNT
975.99FTNTLow:NVDA
29.49NVDADetails
Price/Book
12.35
High:FTNT
116.82FTNTLow:BRK.B
1.46BRK.BDetails
Price/Sales
12.73
High:NVDA
20.3NVDALow:BRK.B
2.84BRK.BDetails
Price/CF
27.47
High:ISRG
49.35ISRGLow:MSFT
16.2MSFTDetails
Price/FCF
46.71
High:CEG
159.96CEGLow:FTNT
24.92FTNTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.92% | Nov 2021 | Feb 2024 | 27 |
-10.07% | Sep 2020 | Dec 2020 | 3 |
-6.27% | Nov 2025 | May 2026 | 6 |
-5.58% | Dec 2024 | Jul 2025 | 7 |
-5.18% | Feb 2021 | Aug 2021 | 6 |
-3.26% | Jun 2026 | - | 3 |
-2.52% | Sep 2021 | Oct 2021 | 1 |
-2.47% | Oct 2024 | Nov 2024 | 1 |
-2.3% | Apr 2024 | May 2024 | 1 |