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+5.15%
This Month
+11.14%
Year To Date
+91.66%
2 Years
+501.49%
5 Years
+501.49%
10 Years
+50.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology86.67%
- 🚗 Consumer Durables9.87%
- 🖥️ Technology Services3.36%
- 💵 Cash0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.45%
- 🇬🇧 United Kingdom4.45%
Dividends
Dividend Yield
0.02%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
37.8
37.8
-2
0
2
38
38
Omega Ratio
2.5
2.5
0
1
1.5
3
3
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
37.8
37.8
-2
0
2
38
38
Omega Ratio
2.5
2.5
0
1
1.5
3
3
Treynor Ratio
1.79
1.79
0
0.75
1.25
2
2
Information Ratio
1.21
1.21
0
0.3
0.6
2
2
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
43.9
High:
TSLA
364.27TSLALow:
CRWV
-54.22CRWVDetails
PEG Ratio
63.81
High:NVDA
64.13NVDALow:
PLTR
53.86PLTRDetails
Price/Book
31.26
High:PLTR
37.96PLTRLow:TSLA
17.8TSLADetails
Price/Sales
23.08
High:PLTR
65.84PLTRLow:CRWV
13.5CRWVDetails
Price/CF
45.41
High:PLTR
138.09PLTRLow:CRWV
11.76CRWVDetails
Price/FCF
56.96
High:TSLA
187.89TSLALow:NVDA
55.44NVDADetails
P/E Ratio
43.9
High:TSLA
364.27TSLALow:CRWV
-54.22CRWVDetails
PEG Ratio
63.81
High:NVDA
64.13NVDALow:PLTR
53.86PLTRDetails
Price/Book
31.26
High:PLTR
37.96PLTRLow:TSLA
17.8TSLADetails
Price/Sales
23.08
High:PLTR
65.84PLTRLow:CRWV
13.5CRWVDetails
Price/CF
45.41
High:PLTR
138.09PLTRLow:CRWV
11.76CRWVDetails
Price/FCF
56.96
High:TSLA
187.89TSLALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.02% | Apr 2022 | May 2023 | 13 |
-20.78% | Dec 2024 | May 2025 | 5 |
-15.55% | Sep 2023 | Dec 2023 | 3 |
-14.88% | Nov 2025 | May 2026 | 6 |
-5.03% | Apr 2024 | May 2024 | 1 |
-2.69% | Jul 2024 | Sep 2024 | 2 |
-2.41% | Feb 2022 | Mar 2022 | 1 |
-0.83% | Aug 2025 | Sep 2025 | 1 |