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-0.76%
This Month
+20.38%
Year To Date
+53.7%
2 Years
+61.97%
5 Years
+102.45%
10 Years
+14.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.19%
- 💻 Electronic Technology10.85%
- 💵 Cash4.52%
- 🖥️ Technology Services4.14%
- 🚗 Consumer Durables1.93%
- 🛍️ Retail Trade1.16%
- ⚡ Utilities0.3%
- 🛠️ Producer Manufacturing0.14%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE70.33%
- 🇺🇸 Nasdaq27.37%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.37%
- 🇮🇱 Israel0.14%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.02%
5 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-2.08
-2.08
-3
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.1
1.1
0
1
2
3
3
Jensen's Alpha
-2.08
-2.08
-3
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.85
High:
TSLA
317.59TSLALow:
SEDG
-2.95SEDGDetails
PEG Ratio
92.34
High:
AAPL
160.84AAPLLow:SEDG
-4.42SEDGDetails
Price/Book
16.81
High:AAPL
54.92AAPLLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
12.79
High:
NVDA
23.06NVDALow:SEDG
1.62SEDGDetails
Price/CF
33.54
High:TSLA
99.57TSLALow:
NEE
13.06NEEDetails
Price/FCF
58.2
High:NEE
2,356.18NEELow:AAPL
45.56AAPLDetails
P/E Ratio
39.85
High:TSLA
317.59TSLALow:SEDG
-2.95SEDGDetails
PEG Ratio
92.34
High:AAPL
160.84AAPLLow:SEDG
-4.42SEDGDetails
Price/Book
16.81
High:AAPL
54.92AAPLLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
12.79
High:NVDA
23.06NVDALow:SEDG
1.62SEDGDetails
Price/CF
33.54
High:TSLA
99.57TSLALow:NEE
13.06NEEDetails
Price/FCF
58.2
High:NEE
2,356.18NEELow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.17% | Nov 2021 | Feb 2024 | 27 |
-9.36% | Feb 2025 | Jun 2025 | 4 |
-7.12% | Sep 2020 | Nov 2020 | 2 |
-7.06% | Feb 2021 | Aug 2021 | 6 |
-6.55% | Sep 2021 | Oct 2021 | 1 |
-4.12% | Apr 2024 | May 2024 | 1 |
-2.47% | Nov 2025 | - | 2 |
-1.39% | Dec 2024 | Jan 2025 | 1 |
-0.4% | Oct 2024 | Nov 2024 | 1 |