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-0.05%
Today
+4.16%
This Month
+16.09%
Year To Date
+87.01%
2 Years
+231.56%
5 Years
+21.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology54.92%
- 💵 Cash42.04%
- 🖥️ Technology Services13.28%
- 📊 ETFs4.05%
- 🚗 Consumer Durables2.67%
- 🛠️ Producer Manufacturing2.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.05%
- 🇺🇸 NYSE18.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.62%
- 🇹🇼 Taiwan11.82%
- 🇬🇧 United Kingdom2.61%
Dividends
Dividend Yield
0.33%
9 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AOA (2.21%)
Performance Metrics
Score 7.1/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
10.82
10.82
-2
0
2
11
11
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
10.82
10.82
-2
0
2
11
11
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
44.73
High:
ARM
210.36ARMLow:
CAT
20.16CATDetails
PEG Ratio
90.38
High:
MSFT
325.82MSFTLow:
MU
4.16MUDetails
Price/Book
21.39
High:
NVDA
50.15NVDALow:MU
2.52MUDetails
Price/Sales
17.81
High:ARM
41.66ARMLow:CAT
3.12CATDetails
Price/CF
27.9
High:ARM
286.48ARMLow:MU
7.16MUDetails
Price/FCF
41.16
High:ARM
638.94ARMLow:
GOOG
29.5GOOGDetails
P/E Ratio
44.73
High:ARM
210.36ARMLow:CAT
20.16CATDetails
PEG Ratio
90.38
High:MSFT
325.82MSFTLow:MU
4.16MUDetails
Price/Book
21.39
High:NVDA
50.15NVDALow:MU
2.52MUDetails
Price/Sales
17.81
High:ARM
41.66ARMLow:CAT
3.12CATDetails
Price/CF
27.9
High:ARM
286.48ARMLow:MU
7.16MUDetails
Price/FCF
41.16
High:ARM
638.94ARMLow:GOOG
29.5GOOGDetails
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 |
-4.19% | 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 |