Loading...
-1.38%
This Month
-2.67%
Year To Date
+126%
2 Years
+103.94%
5 Years
+143.47%
10 Years
+17.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.93%
- 📊 ETFs19.55%
- 💻 Electronic Technology17.35%
- 💰 Finance14.97%
- 🖥️ Technology Services8.91%
- 🪙 Cryptocurrencies2.65%
- 🚗 Consumer Durables1.79%
- 🧬 Health Technology1.65%
- 🛍️ Retail Trade0.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.31%
- 🇺🇸 Nasdaq10.84%
- 🌍 Digital Currency2.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.51%
- 🇹🇼 Taiwan10.1%
Dividends
Dividend Yield
0.35%
7 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (2.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
1.59
1.59
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
1.59
1.59
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29
High:
TSLA
367.62TSLALow:
JPM
14.3JPMDetails
PEG Ratio
286.99
High:JPM
1,069.08JPMLow:
LLY
45.39LLYDetails
Price/Book
6.65
High:LLY
35.22LLYLow:
BRK.B
1.48BRK.BDetails
Price/Sales
8.14
High:
NVDA
20.73NVDALow:
SMCI
0.79SMCIDetails
Price/CF
23.49
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
49.78
High:
ORCL
348.36ORCLLow:JPM
10.48JPMDetails
P/E Ratio
29
High:TSLA
367.62TSLALow:JPM
14.3JPMDetails
PEG Ratio
286.99
High:JPM
1,069.08JPMLow:LLY
45.39LLYDetails
Price/Book
6.65
High:LLY
35.22LLYLow:BRK.B
1.48BRK.BDetails
Price/Sales
8.14
High:NVDA
20.73NVDALow:SMCI
0.79SMCIDetails
Price/CF
23.49
High:TSLA
107.92TSLALow:JPM
8.75JPMDetails
Price/FCF
49.78
High:ORCL
348.36ORCLLow:JPM
10.48JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.32% | Nov 2021 | Nov 2024 | 36 |
-9.56% | Oct 2020 | Nov 2020 | 1 |
-7.5% | Feb 2025 | May 2025 | 3 |
-5.95% | Nov 2025 | - | 5 |
-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 |