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+21.76%
This Month
-81.78%
Year To Date
+5.1%
2 Years
+103.35%
5 Years
+131.01%
10 Years
+18.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.01%
- 💻 Electronic Technology39.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.01%
- 🇺🇸 Nasdaq39.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.99%
Dividends
Dividend Yield
0.05%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.05% | 0.13% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
34.02
34.02
-2
0
2
35
35
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
3
3
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
34.02
34.02
-2
0
2
35
35
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
3
3
0
0.75
1.25
4
4
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.31
High:NVDA
32.31NVDALow:NVDA
32.31NVDADetails
PEG Ratio
29.49
High:NVDA
29.49NVDALow:NVDA
29.49NVDADetails
Price/Book
26.14
High:NVDA
26.14NVDALow:NVDA
26.14NVDADetails
Price/Sales
20.3
High:NVDA
20.3NVDALow:NVDA
20.3NVDADetails
Price/CF
40.43
High:NVDA
40.43NVDALow:NVDA
40.43NVDADetails
Price/FCF
43.01
High:NVDA
43.01NVDALow:NVDA
43.01NVDADetails
P/E Ratio
32.31
High:NVDA
32.31NVDALow:NVDA
32.31NVDADetails
PEG Ratio
29.49
High:NVDA
29.49NVDALow:NVDA
29.49NVDADetails
Price/Book
26.14
High:NVDA
26.14NVDALow:NVDA
26.14NVDADetails
Price/Sales
20.3
High:NVDA
20.3NVDALow:NVDA
20.3NVDADetails
Price/CF
40.43
High:NVDA
40.43NVDALow:NVDA
40.43NVDADetails
Price/FCF
43.01
High:NVDA
43.01NVDALow:NVDA
43.01NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.32% | Oct 2025 | - | 11 |
-72.31% | May 2021 | Apr 2024 | 35 |
-20.62% | Jun 2024 | Jul 2024 | 1 |
-18.69% | May 2025 | Jul 2025 | 2 |
-13.79% | Feb 2025 | Mar 2025 | 1 |
-8.09% | Oct 2024 | Dec 2024 | 2 |