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-0.06%
This Month
+30.88%
Year To Date
+151.83%
2 Years
+166.66%
5 Years
+452.75%
10 Years
+32.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology59.31%
- 💰 Finance26.58%
- 🪙 Cryptocurrencies14.05%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.39%
- 🇺🇸 Nasdaq40.5%
- 🌍 Digital Currency14.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.08%
- 🇹🇼 Taiwan18.81%
Dividends
Dividend Yield
0.74%
5 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MS (2.55%)
Performance Metrics
Score 8.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
16.39
16.39
-2
0
2
17
17
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
2.4
2.4
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
1.07
1.07
0
0.5
1
2
2
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
16.39
16.39
-2
0
2
17
17
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
2.4
2.4
0
0.75
1.25
3
3
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.92
High:
AMD
93.13AMDLow:
JPM
15.59JPMDetails
PEG Ratio
75.5
High:JPM
178.66JPMLow:
GS
35.99GSDetails
Price/Book
11.36
High:
NVDA
41.74NVDALow:GS
2.08GSDetails
Price/Sales
12.04
High:NVDA
25.49NVDALow:GS
1.9GSDetails
Price/CF
30.43
High:NVDA
55.25NVDALow:GS
3.27GSDetails
Price/FCF
46.19
High:
TSM
64.24TSMLow:GS
3.62GSDetails
P/E Ratio
36.92
High:AMD
93.13AMDLow:JPM
15.59JPMDetails
PEG Ratio
75.5
High:JPM
178.66JPMLow:GS
35.99GSDetails
Price/Book
11.36
High:NVDA
41.74NVDALow:GS
2.08GSDetails
Price/Sales
12.04
High:NVDA
25.49NVDALow:GS
1.9GSDetails
Price/CF
30.43
High:NVDA
55.25NVDALow:GS
3.27GSDetails
Price/FCF
46.19
High:TSM
64.24TSMLow:GS
3.62GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.58% | Dec 2021 | Jan 2024 | 25 |
-17.17% | Feb 2025 | Jun 2025 | 4 |
-9.26% | May 2019 | Jul 2019 | 2 |
-7.96% | Sep 2020 | Nov 2020 | 2 |
-6.64% | Apr 2024 | May 2024 | 1 |
-5.4% | Sep 2019 | Oct 2019 | 1 |
-4.44% | Sep 2021 | Oct 2021 | 1 |
-3.64% | Mar 2020 | Jul 2020 | 4 |
-2.91% | Jul 2024 | Sep 2024 | 2 |
-1.81% | Dec 2024 | Jan 2025 | 1 |
-1.59% | Jan 2021 | Feb 2021 | 1 |
-1.53% | Jan 2020 | Feb 2020 | 1 |
-0.8% | Aug 2025 | - | 2 |