Loading...
+1.16%
This Month
+47.31%
Year To Date
+69.97%
2 Years
+85.78%
5 Years
+85.78%
10 Years
+31.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.5%
- 🖥️ Technology Services18.1%
- 💰 Finance16.7%
- 💻 Electronic Technology13.85%
- 🪙 Cryptocurrencies3.76%
- 🛠️ Producer Manufacturing3.66%
- 🧬 Health Technology2.24%
- 🏥 Health Services1.91%
- 🛍️ Retail Trade1.87%
- ⛏️ Energy Minerals1.85%
- 🚚 Transportation1.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.13%
- 🇺🇸 NYSE21.11%
- 🌍 Digital Currency3.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.98%
- 🇨🇳 China5.11%
- 🇮🇱 Israel2.12%
- 🇧🇷 Brazil1.04%
Dividends
Dividend Yield
2.02%
12 out of 30 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 5/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.59
1.59
0
0.3
0.6
2
2
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
-2.17
-2.17
-3
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
1.59
1.59
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.69
High:
TPR
102.98TPRLow:
BE
-4,058.08BEDetails
PEG Ratio
-234.62
High:
O
2,982.68OLow:BE
-3,597.25BEDetails
Price/Book
10.24
High:TPR
59.24TPRLow:
EFC
1.01EFCDetails
Price/Sales
7.5
High:
RGTI
1,303.74RGTILow:
UNH
0.7UNHDetails
Price/CF
28.84
High:BE
112.4BELow:
INSW
6.98INSWDetails
Price/FCF
56.16
High:INSW
499.7INSWLow:
EMBJ
11.76EMBJDetails
P/E Ratio
36.69
High:TPR
102.98TPRLow:BE
-4,058.08BEDetails
PEG Ratio
-234.62
High:O
2,982.68OLow:BE
-3,597.25BEDetails
Price/Book
10.24
High:TPR
59.24TPRLow:EFC
1.01EFCDetails
Price/Sales
7.5
High:RGTI
1,303.74RGTILow:UNH
0.7UNHDetails
Price/CF
28.84
High:BE
112.4BELow:INSW
6.98INSWDetails
Price/FCF
56.16
High:INSW
499.7INSWLow:EMBJ
11.76EMBJDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.03% | Aug 2023 | Feb 2024 | 6 |
-14.88% | Feb 2025 | May 2025 | 3 |
-9.59% | Nov 2025 | - | 2 |
-6.08% | Apr 2023 | Jun 2023 | 2 |
-5.04% | Jul 2024 | Sep 2024 | 2 |
-3.84% | Oct 2024 | Nov 2024 | 1 |
-3.57% | Dec 2024 | Jan 2025 | 1 |
-3.19% | Apr 2024 | Jun 2024 | 2 |