Loading...
+0.7%
This Month
+13.87%
Year To Date
+43.17%
2 Years
+42.14%
5 Years
+96.8%
10 Years
+11.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.31%
- 💻 Electronic Technology13.86%
- 🖥️ Technology Services11.4%
- 🛍️ Retail Trade7.27%
- 💇♀️ Consumer Services7.26%
- 💰 Finance6.38%
- 🚗 Consumer Durables4.67%
- 💵 Cash2.38%
- 🍞 Consumer Non Durables0.85%
- 🚚 Transportation0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.31%
- 🇺🇸 NYSE38.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.46%
- 🇨🇦 Canada0.85%
Dividends
Dividend Yield
0.26%
12 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (5.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 4.3/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-0.98
-0.98
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-0.98
-0.98
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.53
High:
TSLA
301.65TSLALow:
CRWD
-411.22CRWDDetails
PEG Ratio
333.73
High:
O
2,903.74OLow:
UBER
3.9UBERDetails
Price/Book
18.27
High:
MA
61.36MALow:
MAR
-24.79MARDetails
Price/Sales
10.32
High:CRWD
28.6CRWDLow:
COST
1.41COSTDetails
Price/CF
33.69
High:TSLA
99.57TSLALow:
LULU
12.1LULUDetails
Price/FCF
59.64
High:
SBUX
1,256.06SBUXLow:
ADBE
15.76ADBEDetails
P/E Ratio
40.53
High:TSLA
301.65TSLALow:CRWD
-411.22CRWDDetails
PEG Ratio
333.73
High:O
2,903.74OLow:UBER
3.9UBERDetails
Price/Book
18.27
High:MA
61.36MALow:MAR
-24.79MARDetails
Price/Sales
10.32
High:CRWD
28.6CRWDLow:COST
1.41COSTDetails
Price/CF
33.69
High:TSLA
99.57TSLALow:LULU
12.1LULUDetails
Price/FCF
59.64
High:SBUX
1,256.06SBUXLow:ADBE
15.76ADBEDetails
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 |
-3.43% | Feb 2020 | Apr 2020 | 2 |
-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 | - | 2 |
-0.5% | Sep 2019 | Oct 2019 | 1 |
-0.49% | Dec 2024 | Jan 2025 | 1 |
-0.01% | Oct 2024 | Nov 2024 | 1 |