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+1.52%
This Month
+37.24%
Year To Date
+110.21%
2 Years
+217.21%
5 Years
+434.36%
10 Years
+22.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology57.26%
- 💵 Cash31.71%
- 🖥️ Technology Services14.32%
- 📊 ETFs6.95%
- 🛠️ Producer Manufacturing2.89%
- 🚗 Consumer Durables2.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.79%
- 🇺🇸 NYSE22.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.69%
- 🇹🇼 Taiwan13.11%
- 🇳🇱 Netherlands3.86%
- 🇬🇧 United Kingdom2.13%
Dividends
Dividend Yield
0.26%
9 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CAT (0.97%)
Performance Metrics
Score 7.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
11.45
11.45
-2
0
2
12
12
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
11.45
11.45
-2
0
2
12
12
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
2.04
2.04
0
0.75
1.25
3
3
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.99
High:
INTC
3,906.6INTCLow:
META
29.75METADetails
PEG Ratio
234.92
High:INTC
3,891.92INTCLow:
MU
3.14MUDetails
Price/Book
16.22
High:
AAPL
55.86AAPLLow:INTC
1.86INTCDetails
Price/Sales
15.02
High:
ARM
34.24ARMLow:INTC
3.51INTCDetails
Price/CF
31.22
High:
TSLA
99.57TSLALow:MU
7.87MUDetails
Price/FCF
59.74
High:TSLA
229.45TSLALow:AAPL
45.56AAPLDetails
P/E Ratio
38.99
High:INTC
3,906.6INTCLow:META
29.75METADetails
PEG Ratio
234.92
High:INTC
3,891.92INTCLow:MU
3.14MUDetails
Price/Book
16.22
High:AAPL
55.86AAPLLow:INTC
1.86INTCDetails
Price/Sales
15.02
High:ARM
34.24ARMLow:INTC
3.51INTCDetails
Price/CF
31.22
High:TSLA
99.57TSLALow:MU
7.87MUDetails
Price/FCF
59.74
High:TSLA
229.45TSLALow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.45% | Dec 2021 | Jun 2023 | 18 |
-15.16% | Dec 2024 | Jun 2025 | 6 |
-9.27% | Aug 2023 | Nov 2023 | 3 |
-8.17% | Feb 2021 | Jun 2021 | 4 |
-6.69% | Sep 2021 | Oct 2021 | 1 |
-5.31% | Sep 2017 | Nov 2017 | 2 |
-4.94% | Nov 2025 | - | 2 |
-4.19% | Jul 2024 | Oct 2024 | 3 |
-2.99% | Apr 2024 | May 2024 | 1 |
-2.12% | Sep 2020 | Nov 2020 | 2 |
-0.48% | Jul 2021 | Aug 2021 | 1 |