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+0.72%
This Month
+2.95%
Year To Date
+150.91%
2 Years
+108.58%
5 Years
+157.54%
10 Years
+18.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.28%
- 🧩 Miscellaneous21.76%
- 💻 Electronic Technology19.25%
- 💰 Finance14.74%
- 🖥️ Technology Services9.27%
- 🪙 Cryptocurrencies2.64%
- 🚗 Consumer Durables1.66%
- 🧬 Health Technology1.61%
- 🛍️ Retail Trade1.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.56%
- 🇺🇸 Nasdaq11.84%
- 🌍 Digital Currency2.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.67%
- 🇹🇼 Taiwan10.97%
Dividends
Dividend Yield
0.55%
8 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.89%)
Performance Metrics
Score 5.9/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
2.33
2.33
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.11
1.11
0
1
2
3
3
Jensen's Alpha
2.33
2.33
-2
0
2
4.5
4.5
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.65
High:
TSLA
357.04TSLALow:
JPM
14.97JPMDetails
PEG Ratio
173.34
High:JPM
606.71JPMLow:
LLY
26.67LLYDetails
Price/Book
7.55
High:
NVDA
30.66NVDALow:
BRK.B
1.42BRK.BDetails
Price/Sales
8.89
High:NVDA
22.45NVDALow:
SMCI
0.67SMCIDetails
Price/CF
20.88
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
41.55
High:
ORCL
348.36ORCLLow:JPM
6.1JPMDetails
P/E Ratio
31.65
High:TSLA
357.04TSLALow:JPM
14.97JPMDetails
PEG Ratio
173.34
High:JPM
606.71JPMLow:LLY
26.67LLYDetails
Price/Book
7.55
High:NVDA
30.66NVDALow:BRK.B
1.42BRK.BDetails
Price/Sales
8.89
High:NVDA
22.45NVDALow:SMCI
0.67SMCIDetails
Price/CF
20.88
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
41.55
High:ORCL
348.36ORCLLow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.32% | Nov 2021 | Nov 2024 | 36 |
-9.56% | Oct 2020 | Nov 2020 | 1 |
-8.53% | Nov 2025 | - | 7 |
-7.5% | Feb 2025 | May 2025 | 3 |
-5.81% | Sep 2021 | Oct 2021 | 1 |
-2.8% | Mar 2021 | Apr 2021 | 1 |
-2.48% | Dec 2024 | Jan 2025 | 1 |
-1.86% | May 2021 | Jun 2021 | 1 |
-1.44% | Aug 2025 | Sep 2025 | 1 |
-0.96% | Jul 2021 | Aug 2021 | 1 |
-0.78% | Jan 2021 | Feb 2021 | 1 |