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+2.78%
This Month
+2.78%
Year To Date
+130.86%
2 Years
+196.44%
5 Years
+556%
10 Years
+34.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology53.02%
- 💰 Finance29.28%
- 🪙 Cryptocurrencies9.57%
- 🖥️ Technology Services8.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.68%
- 🇺🇸 Nasdaq42.75%
- 🌍 Digital Currency9.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.04%
- 🇹🇼 Taiwan18.39%
Dividends
Dividend Yield
0.74%
6 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MS (2.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
16.85
16.85
-2
0
2
17
17
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
16.85
16.85
-2
0
2
17
17
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
2.43
2.43
0
0.75
1.25
3
3
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.01
High:
AMD
114.62AMDLow:
JPM
15.13JPMDetails
PEG Ratio
193.29
High:JPM
1,131.13JPMLow:
TSM
59.64TSMDetails
Price/Book
10.92
High:
NVDA
36.4NVDALow:JPM
2.38JPMDetails
Price/Sales
11.22
High:NVDA
23.3NVDALow:
MS
2.41MSDetails
Price/CF
27.28
High:NVDA
54.84NVDALow:
GS
4.22GSDetails
Price/FCF
48.22
High:TSM
78.86TSMLow:GS
4.8GSDetails
P/E Ratio
35.01
High:AMD
114.62AMDLow:JPM
15.13JPMDetails
PEG Ratio
193.29
High:JPM
1,131.13JPMLow:TSM
59.64TSMDetails
Price/Book
10.92
High:NVDA
36.4NVDALow:JPM
2.38JPMDetails
Price/Sales
11.22
High:NVDA
23.3NVDALow:MS
2.41MSDetails
Price/CF
27.28
High:NVDA
54.84NVDALow:GS
4.22GSDetails
Price/FCF
48.22
High:TSM
78.86TSMLow:GS
4.8GSDetails
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 |
-6.92% | Nov 2025 | - | 3 |
-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 |
-0.74% | Aug 2025 | Sep 2025 | 1 |