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+1.07%
This Month
+1.07%
Year To Date
+33.2%
2 Years
+34.05%
5 Years
+55.22%
10 Years
+8.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash52.69%
- 💻 Electronic Technology20.25%
- 📊 ETFs8.43%
- 🧬 Health Technology6.56%
- 🪙 Cryptocurrencies5.44%
- 🖥️ Technology Services5.18%
- 💰 Finance3.36%
- 🪨 Non Energy Minerals2.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq21.37%
- 🇺🇸 NYSE21.2%
- 🌍 Digital Currency5.44%
- 🇭🇰 Hong Kong Exchanges2.38%
- 🇺🇸 Chicago Board Options Exchange1.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.82%
- 🇳🇱 Netherlands6.62%
- 🇹🇼 Taiwan5.91%
- 🇨🇳 China2.38%
Dividends
Dividend Yield
0.26%
8 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $USB (3.69%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.9
-0.9
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.48
0.48
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.83
0.83
0
1
2
3
3
Jensen's Alpha
-0.9
-0.9
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.52
High:
HEI
67.52HEILow:
USB
12.08USBDetails
PEG Ratio
126.94
High:
ISRG
295.21ISRGLow:
JNJ
29.01JNJDetails
Price/Book
12.96
High:
FTNT
82.95FTNTLow:
BRK.B
1.46BRK.BDetails
Price/Sales
14.28
High:
NVDA
25.06NVDALow:USB
2.01USBDetails
Price/CF
32.06
High:NVDA
54.84NVDALow:USB
7.6USBDetails
Price/FCF
61.41
High:
TSM
78.86TSMLow:USB
11.72USBDetails
P/E Ratio
38.52
High:HEI
67.52HEILow:USB
12.08USBDetails
PEG Ratio
126.94
High:ISRG
295.21ISRGLow:JNJ
29.01JNJDetails
Price/Book
12.96
High:FTNT
82.95FTNTLow:BRK.B
1.46BRK.BDetails
Price/Sales
14.28
High:NVDA
25.06NVDALow:USB
2.01USBDetails
Price/CF
32.06
High:NVDA
54.84NVDALow:USB
7.6USBDetails
Price/FCF
61.41
High:TSM
78.86TSMLow:USB
11.72USBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.92% | Nov 2021 | Feb 2024 | 27 |
-10.07% | Sep 2020 | Dec 2020 | 3 |
-5.58% | Dec 2024 | Jul 2025 | 7 |
-5.18% | Feb 2021 | Aug 2021 | 6 |
-2.61% | Nov 2025 | - | 3 |
-2.5% | Sep 2021 | Oct 2021 | 1 |
-2.47% | Oct 2024 | Nov 2024 | 1 |
-2.3% | Apr 2024 | May 2024 | 1 |