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-1.03%
This Month
+2.5%
Year To Date
+18.16%
2 Years
+36.73%
5 Years
+57.39%
10 Years
+7.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash49.2%
- 💻 Electronic Technology17.6%
- 🖥️ Technology Services15.2%
- 🧬 Health Technology8.97%
- 📊 ETFs6.92%
- 🪙 Cryptocurrencies2.21%
- 💰 Finance1.92%
- ❓ Other1.92%
- ⚡ Utilities1.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.73%
- 🇺🇸 NYSE10.62%
- 🌍 Digital Currency2.21%
- Tokyo Stock Exchange1.92%
- 🇺🇸 Chicago Board Options Exchange1.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.45%
- 🇹🇼 Taiwan3.46%
- 🇳🇱 Netherlands3.2%
Dividends
Dividend Yield
0.11%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.58
High:
FTNT
60.86FTNTLow:
BRK.B
14.7BRK.BDetails
PEG Ratio
306.12
High:FTNT
975.99FTNTLow:
NVDA
29.49NVDADetails
Price/Book
12.91
High:FTNT
116.82FTNTLow:BRK.B
1.46BRK.BDetails
Price/Sales
13.1
High:NVDA
20.3NVDALow:BRK.B
2.84BRK.BDetails
Price/CF
27.87
High:
ISRG
49.35ISRGLow:
MSFT
16.2MSFTDetails
Price/FCF
46.35
High:
CEG
159.96CEGLow:FTNT
24.92FTNTDetails
P/E Ratio
30.58
High:FTNT
60.86FTNTLow:BRK.B
14.7BRK.BDetails
PEG Ratio
306.12
High:FTNT
975.99FTNTLow:NVDA
29.49NVDADetails
Price/Book
12.91
High:FTNT
116.82FTNTLow:BRK.B
1.46BRK.BDetails
Price/Sales
13.1
High:NVDA
20.3NVDALow:BRK.B
2.84BRK.BDetails
Price/CF
27.87
High:ISRG
49.35ISRGLow:MSFT
16.2MSFTDetails
Price/FCF
46.35
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 | Aug 2026 | 2 |
-2.52% | Sep 2021 | Oct 2021 | 1 |
-2.47% | Oct 2024 | Nov 2024 | 1 |
-2.3% | Apr 2024 | May 2024 | 1 |
-1.03% | Sep 2026 | - | 1 |