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+6.33%
This Month
-5.07%
Year To Date
+32.49%
2 Years
+30.99%
5 Years
+33.68%
10 Years
+5.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.62%
- 💰 Finance20.51%
- 💻 Electronic Technology15.89%
- 💵 Cash7.77%
- 🪨 Non Energy Minerals7.27%
- 🧬 Health Technology6.37%
- 📊 ETFs2.94%
- 🛠️ Producer Manufacturing2.7%
- 🏭 Industrial Services2.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.15%
- 🇺🇸 NYSE33.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.23%
- 🇳🇱 Netherlands15.77%
- 🇨🇦 Canada6.37%
- 🇮🇱 Israel3.53%
Dividends
Dividend Yield
0.04%
1 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BKR (1.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BKR | 0.04% | 1.67% | $0.82 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-8.75
-8.75
-9
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-8.75
-8.75
-9
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
189.06
High:
NBIS
254.76NBISLow:
CRWD
-572.91CRWDDetails
PEG Ratio
-1,336.42
High:
HOOD
112.91HOODLow:
RKLB
-9,697.96RKLBDetails
Price/Book
13.51
High:
PLTR
49.43PLTRLow:
ABCL
1.11ABCLDetails
Price/Sales
22.21
High:
IONQ
94.48IONQLow:
OKLO
-OKLODetails
Price/CF
91.25
High:PLTR
214.31PLTRLow:
ETOR
9.08ETORDetails
Price/FCF
124.02
High:NBIS
242.15NBISLow:ETOR
9.25ETORDetails
P/E Ratio
189.06
High:NBIS
254.76NBISLow:CRWD
-572.91CRWDDetails
PEG Ratio
-1,336.42
High:HOOD
112.91HOODLow:RKLB
-9,697.96RKLBDetails
Price/Book
13.51
High:PLTR
49.43PLTRLow:ABCL
1.11ABCLDetails
Price/Sales
22.21
High:IONQ
94.48IONQLow:OKLO
-OKLODetails
Price/CF
91.25
High:PLTR
214.31PLTRLow:ETOR
9.08ETORDetails
Price/FCF
124.02
High:NBIS
242.15NBISLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.42% | Nov 2021 | Nov 2024 | 36 |
-28.32% | Nov 2025 | - | 5 |
-18.35% | Dec 2024 | May 2025 | 5 |
-4.08% | Jan 2021 | Apr 2021 | 3 |
-2.26% | Sep 2021 | Oct 2021 | 1 |
-2.16% | Oct 2020 | Nov 2020 | 1 |
-0.79% | Aug 2025 | Sep 2025 | 1 |
-0.34% | May 2021 | Jun 2021 | 1 |