Loading...
+1.94%
This Month
-7.25%
Year To Date
+57.65%
2 Years
+111.11%
5 Years
+176.82%
10 Years
+14.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.44%
- 💰 Finance23.3%
- 🏥 Health Services10.08%
- 🛍️ Retail Trade9.96%
- 💻 Electronic Technology8.3%
- 🚗 Consumer Durables4.66%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.62%
- 🇺🇸 NYSE45.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.22%
- 🇱🇺 Luxembourg2.53%
Dividends
Dividend Yield
0.74%
8 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UNH (3.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
2.94
2.94
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
2.94
2.94
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.07
High:
TSLA
377.27TSLALow:
NET
-631.21NETDetails
PEG Ratio
196.49
High:
JPM
1,118.42JPMLow:
MDB
-552.36MDBDetails
Price/Book
8.53
High:
MA
60.42MALow:JPM
2.36JPMDetails
Price/Sales
6.14
High:
PLTR
88.09PLTRLow:
UNH
0.59UNHDetails
Price/CF
22.64
High:PLTR
214.31PLTRLow:
MS
5.75MSDetails
Price/FCF
52.99
High:
AMZN
325.85AMZNLow:MS
7.13MSDetails
P/E Ratio
31.07
High:TSLA
377.27TSLALow:NET
-631.21NETDetails
PEG Ratio
196.49
High:JPM
1,118.42JPMLow:MDB
-552.36MDBDetails
Price/Book
8.53
High:MA
60.42MALow:JPM
2.36JPMDetails
Price/Sales
6.14
High:PLTR
88.09PLTRLow:UNH
0.59UNHDetails
Price/CF
22.64
High:PLTR
214.31PLTRLow:MS
5.75MSDetails
Price/FCF
52.99
High:AMZN
325.85AMZNLow:MS
7.13MSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.51% | Nov 2021 | Feb 2024 | 27 |
-27.44% | Feb 2020 | Dec 2020 | 10 |
-20.95% | Oct 2018 | Apr 2019 | 6 |
-11.97% | Feb 2025 | Jun 2025 | 4 |
-9.9% | Nov 2025 | - | 5 |
-9.24% | May 2019 | Dec 2019 | 7 |
-2.96% | Dec 2024 | Jan 2025 | 1 |
-2.26% | Sep 2021 | Oct 2021 | 1 |
-1.49% | Apr 2024 | May 2024 | 1 |
-1.28% | Jul 2021 | Aug 2021 | 1 |
-1.17% | May 2021 | Jun 2021 | 1 |