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+0.02%
This Month
+4.14%
Year To Date
+128.01%
2 Years
+93.17%
5 Years
+160.52%
10 Years
+17.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous30.5%
- 💻 Electronic Technology29.06%
- 💰 Finance19.48%
- 🖥️ Technology Services9.11%
- 🛍️ Retail Trade2.81%
- 💵 Cash2.26%
- 🪙 Cryptocurrencies1.87%
- 🧬 Health Technology1.72%
- ❓ Other1.28%
- 🚗 Consumer Durables1.17%
- ⛏️ Energy Minerals0.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE67.72%
- 🇺🇸 Nasdaq28.26%
- 🌍 Digital Currency1.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.49%
- 🇹🇼 Taiwan12.71%
Dividends
Dividend Yield
0.78%
12 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CVX.US (3.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
1.59
1.59
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
1.59
1.59
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.7
High:
TSLA
372.52TSLALow:
BRK.B
14.7BRK.BDetails
PEG Ratio
205.79
High:
SMCI
768.91SMCILow:
NVDA
29.49NVDADetails
Price/Book
8.15
High:
LLY
35.95LLYLow:BRK.B
1.46BRK.BDetails
Price/Sales
9.09
High:
AMD
24.58AMDLow:SMCI
0.58SMCIDetails
Price/CF
22.05
High:TSLA
79.58TSLALow:
JPM
5.39JPMDetails
Price/FCF
41.59
High:
CVX.US
606.02CVX.USLow:JPM
6.1JPMDetails
P/E Ratio
29.7
High:TSLA
372.52TSLALow:BRK.B
14.7BRK.BDetails
PEG Ratio
205.79
High:SMCI
768.91SMCILow:NVDA
29.49NVDADetails
Price/Book
8.15
High:LLY
35.95LLYLow:BRK.B
1.46BRK.BDetails
Price/Sales
9.09
High:AMD
24.58AMDLow:SMCI
0.58SMCIDetails
Price/CF
22.05
High:TSLA
79.58TSLALow:JPM
5.39JPMDetails
Price/FCF
41.59
High:CVX.US
606.02CVX.USLow: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 | May 2026 | 6 |
-7.5% | Feb 2025 | May 2025 | 3 |
-5.81% | Sep 2021 | Oct 2021 | 1 |
-5.27% | Jun 2026 | - | 3 |
-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 |