Loading...
+1.27%
This Month
+23.99%
Year To Date
+118.32%
2 Years
+157.94%
5 Years
+647.2%
10 Years
+19.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.01%
- 💻 Electronic Technology28.59%
- 🪙 Cryptocurrencies11.85%
- 💼 Commercial Services8.13%
- 📊 ETFs7.55%
- 🚗 Consumer Durables3.66%
- 📡 Communications2.17%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.4%
- 🌍 Digital Currency11.85%
- 🇺🇸 NYSE7.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.43%
- 🇨🇦 Canada8.13%
Dividends
Dividend Yield
0.18%
8 out of 16 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TMUS (1.45%)
Performance Metrics
Score 7/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
13.65
13.65
-2
0
2
14
14
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
13.65
13.65
-2
0
2
14
14
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
2.19
2.19
0
0.75
1.25
3
3
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.65
High:
TSLA
200.6TSLALow:
SOUN
-24.46SOUNDetails
PEG Ratio
1,200.79
High:
AAPL
24,581.92AAPLLow:
META
67.05METADetails
Price/Book
16.46
High:AAPL
53.69AAPLLow:
AMD
4.12AMDDetails
Price/Sales
14.13
High:
JOBY
109,193.91JOBYLow:
TMUS
3.28TMUSDetails
Price/CF
30.4
High:
SHOP
82.85SHOPLow:TMUS
10.59TMUSDetails
Price/FCF
52.45
High:TSLA
200.12TSLALow:TMUS
21.23TMUSDetails
P/E Ratio
37.65
High:TSLA
200.6TSLALow:SOUN
-24.46SOUNDetails
PEG Ratio
1,200.79
High:AAPL
24,581.92AAPLLow:META
67.05METADetails
Price/Book
16.46
High:AAPL
53.69AAPLLow:AMD
4.12AMDDetails
Price/Sales
14.13
High:JOBY
109,193.91JOBYLow:TMUS
3.28TMUSDetails
Price/CF
30.4
High:SHOP
82.85SHOPLow:TMUS
10.59TMUSDetails
Price/FCF
52.45
High:TSLA
200.12TSLALow:TMUS
21.23TMUSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.76% | Apr 2022 | Feb 2024 | 22 |
-15.78% | Dec 2024 | Jun 2025 | 6 |
-15.3% | Jan 2020 | May 2020 | 4 |
-13.09% | Sep 2017 | Nov 2017 | 2 |
-10.59% | Apr 2024 | Jun 2024 | 2 |
-9.01% | Feb 2021 | Feb 2022 | 12 |
-3.03% | Sep 2019 | Dec 2019 | 3 |
-2.98% | Jul 2024 | Sep 2024 | 2 |
-1.86% | Sep 2020 | Nov 2020 | 2 |
-0.76% | Apr 2014 | May 2014 | 1 |
-0.72% | Aug 2025 | Sep 2025 | 1 |