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+4.99%
This Month
+4.99%
Year To Date
+111.12%
2 Years
+234.25%
5 Years
+468.92%
10 Years
+23.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.5%
- 💵 Cash20.9%
- 🖥️ Technology Services12.55%
- 📊 ETFs8.29%
- 🛠️ Producer Manufacturing2.8%
- 🚗 Consumer Durables2.01%
- 🛍️ Retail Trade1.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.11%
- 🇺🇸 NYSE24.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.54%
- 🇹🇼 Taiwan13.76%
- 🇳🇱 Netherlands4.3%
- 🇬🇧 United Kingdom2.07%
Dividends
Dividend Yield
0.24%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CAT (0.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
11.65
11.65
-2
0
2
12
12
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
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
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
11.65
11.65
-2
0
2
12
12
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.43
High:
INTC
4,581.13INTCLow:
GOOG
31.78GOOGDetails
PEG Ratio
244.42
High:INTC
4,563.91INTCLow:
MU
17.07MUDetails
Price/Book
15.12
High:
AAPL
49.43AAPLLow:INTC
2.18INTCDetails
Price/Sales
13.68
High:
ALAB
45.9ALABLow:
AMZN
3.62AMZNDetails
Price/CF
29.78
High:ALAB
134.1ALABLow:MU
11.55MUDetails
Price/FCF
60.4
High:
TSLA
229.45TSLALow:AAPL
45.56AAPLDetails
P/E Ratio
38.43
High:INTC
4,581.13INTCLow:GOOG
31.78GOOGDetails
PEG Ratio
244.42
High:INTC
4,563.91INTCLow:MU
17.07MUDetails
Price/Book
15.12
High:AAPL
49.43AAPLLow:INTC
2.18INTCDetails
Price/Sales
13.68
High:ALAB
45.9ALABLow:AMZN
3.62AMZNDetails
Price/CF
29.78
High:ALAB
134.1ALABLow:MU
11.55MUDetails
Price/FCF
60.4
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 | Jan 2026 | 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 |