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-3.27%
This Month
+10.9%
Year To Date
+38.51%
2 Years
+49.69%
5 Years
+118.98%
10 Years
+12.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs38.46%
- 💻 Electronic Technology16.12%
- 🧩 Miscellaneous12.84%
- 🖥️ Technology Services11.99%
- 🛍️ Retail Trade6.94%
- 💇♀️ Consumer Services6.02%
- 🚗 Consumer Durables3.82%
- 💰 Finance3.8%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.52%
- 🇺🇸 NYSE37.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.5%
- 🇹🇼 Taiwan1.08%
Dividends
Dividend Yield
0.18%
10 out of 23 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.83%)
Performance Metrics
Score 4.4/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-0.78
-0.78
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.37
High:
TSLA
382.29TSLALow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-198.91
High:
ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
16.76
High:
MA
63.6MALow:
MAR
-24.92MARDetails
Price/Sales
10.67
High:
NET
40.68NETLow:
COST
1.47COSTDetails
Price/CF
27.48
High:NET
118.18NETLow:
AMZN
15.25AMZNDetails
Price/FCF
49.9
High:AMZN
325.85AMZNLow:ABNB
16.91ABNBDetails
P/E Ratio
34.37
High:TSLA
382.29TSLALow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-198.91
High:ABNB
1,400.27ABNBLow:CRWD
-5,187.17CRWDDetails
Price/Book
16.76
High:MA
63.6MALow:MAR
-24.92MARDetails
Price/Sales
10.67
High:NET
40.68NETLow:COST
1.47COSTDetails
Price/CF
27.48
High:NET
118.18NETLow:AMZN
15.25AMZNDetails
Price/FCF
49.9
High:AMZN
325.85AMZNLow:ABNB
16.91ABNBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.67% | Sep 2021 | Jun 2024 | 33 |
-10.14% | Feb 2025 | Jun 2025 | 4 |
-6.64% | Sep 2020 | Nov 2020 | 2 |
-6.35% | Feb 2026 | Apr 2026 | 2 |
-3.43% | Feb 2020 | Apr 2020 | 2 |
-3.27% | Jun 2026 | - | 1 |
-1.54% | May 2021 | Jun 2021 | 1 |
-1.52% | Jul 2024 | Aug 2024 | 1 |
-1.4% | Jan 2021 | Apr 2021 | 3 |
-1.38% | Nov 2025 | Jan 2026 | 2 |
-0.5% | Sep 2019 | Oct 2019 | 1 |
-0.49% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Oct 2024 | Nov 2024 | 1 |