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+33.75%
This Month
+59.34%
Year To Date
+199.81%
2 Years
+411.82%
5 Years
+411.82%
10 Years
+56.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology68.22%
- 🖥️ Technology Services28.32%
- 🧬 Health Technology1.34%
- 🧩 Miscellaneous0.72%
- 🪙 Cryptocurrencies0.64%
- 📊 ETFs0.27%
- 💵 Cash0.19%
- 🛍️ Retail Trade0.18%
- 💰 Finance0.13%
- 💼 Commercial Services0.11%
- 🚗 Consumer Durables0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96.57%
- 🇺🇸 NYSE2.56%
- 🌍 Digital Currency0.64%
- 🇺🇸 Chicago Board Options Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.89%
- 🇳🇱 Netherlands0.36%
- 🇺🇾 Uruguay0.04%
- 🇮🇹 Italy0.02%
Dividends
Dividend Yield
0.09%
9 out of 22 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $RACE (1.3%)
Performance Metrics
Score 9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
3.13
3.13
0
1
2
4
4
Jensen's Alpha
26.28
26.28
-2
0
2
27
27
Omega Ratio
3
3
0
1
1.5
4
4
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
1.16
1.16
0
0.3
0.6
2
2
Calmar Ratio
2.99
2.99
0
0.3
0.6
3
3
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
3.13
3.13
0
1
2
4
4
Jensen's Alpha
26.28
26.28
-2
0
2
27
27
Omega Ratio
3
3
0
1
1.5
4
4
Treynor Ratio
2.86
2.86
0
0.75
1.25
3
3
Information Ratio
1.16
1.16
0
0.3
0.6
2
2
Calmar Ratio
2.99
2.99
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
39.02
High:
AMD
139.19AMDLow:
CRWD
-803.03CRWDDetails
PEG Ratio
37.77
High:
NOW
416.13NOWLow:
MU
8.34MUDetails
Price/Book
16.8
High:
NVDA
34.82NVDALow:
FISV
1.13FISVDetails
Price/Sales
17.68
High:
NBIS
77.41NBISLow:FISV
1.4FISVDetails
Price/CF
25.44
High:NBIS
172.05NBISLow:FISV
4.93FISVDetails
Price/FCF
54.07
High:
AMZN
325.85AMZNLow:FISV
7.16FISVDetails
P/E Ratio
39.02
High:AMD
139.19AMDLow:CRWD
-803.03CRWDDetails
PEG Ratio
37.77
High:NOW
416.13NOWLow:MU
8.34MUDetails
Price/Book
16.8
High:NVDA
34.82NVDALow:FISV
1.13FISVDetails
Price/Sales
17.68
High:NBIS
77.41NBISLow:FISV
1.4FISVDetails
Price/CF
25.44
High:NBIS
172.05NBISLow:FISV
4.93FISVDetails
Price/FCF
54.07
High:AMZN
325.85AMZNLow:FISV
7.16FISVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.02% | Feb 2026 | Apr 2026 | 2 |
-12.71% | Aug 2022 | Nov 2022 | 3 |
-9.72% | Feb 2025 | May 2025 | 3 |
-8.38% | Aug 2023 | Nov 2023 | 3 |
-6.64% | Dec 2022 | Jan 2023 | 1 |
-5.19% | Nov 2025 | Jan 2026 | 2 |
-3.63% | Apr 2024 | Jun 2024 | 2 |
-2.66% | Dec 2024 | Jan 2025 | 1 |
-2.41% | Aug 2025 | Sep 2025 | 1 |
-2.33% | Jul 2024 | Aug 2024 | 1 |
-0.17% | Apr 2023 | May 2023 | 1 |