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+1.04%
This Month
-8.1%
Year To Date
+9.91%
2 Years
+9.91%
5 Years
+9.91%
10 Years
+7.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.33%
- 🧩 Miscellaneous10.4%
- 🍞 Consumer Non Durables10.19%
- 🖥️ Technology Services8.15%
- 💻 Electronic Technology5.7%
- 🛍️ Retail Trade4.34%
- 🪙 Cryptocurrencies3.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.35%
- 🇺🇸 Nasdaq38.5%
- 🌍 Digital Currency3.89%
- 🇬🇧 LSE2.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.4%
- 🇨🇦 Canada5.65%
- 🇮🇪 Ireland4.34%
- 🇨🇳 China0.99%
Dividends
Dividend Yield
0.1%
5 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NTES (2.63%)
Performance Metrics
Score 4.2/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
1.78
1.78
0
0.3
0.6
2
2
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-2.77
-2.77
-3
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
1.78
1.78
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.82
High:
NVDA
36.19NVDALow:
PDD
10.83PDDDetails
PEG Ratio
77.45
High:
NTES
109.87NTESLow:NVDA
54.73NVDADetails
Price/Book
12.06
High:NVDA
27.41NVDALow:PDD
2.55PDDDetails
Price/Sales
11.6
High:NVDA
20.07NVDALow:
LULU
1.64LULUDetails
Price/CF
29.74
High:NVDA
44.64NVDALow:PDD
11.35PDDDetails
Price/FCF
57.87
High:
MSFT
69.19MSFTLow:
DECK
16.1DECKDetails
P/E Ratio
29.82
High:NVDA
36.19NVDALow:PDD
10.83PDDDetails
PEG Ratio
77.45
High:NTES
109.87NTESLow:NVDA
54.73NVDADetails
Price/Book
12.06
High:NVDA
27.41NVDALow:PDD
2.55PDDDetails
Price/Sales
11.6
High:NVDA
20.07NVDALow:LULU
1.64LULUDetails
Price/CF
29.74
High:NVDA
44.64NVDALow:PDD
11.35PDDDetails
Price/FCF
57.87
High:MSFT
69.19MSFTLow:DECK
16.1DECKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.05% | Jan 2026 | - | 4 |
-7.37% | Feb 2025 | May 2025 | 3 |
-0.62% | Nov 2025 | Dec 2025 | 1 |