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0%
This Month
+3.73%
Year To Date
+2.5%
2 Years
+16.72%
5 Years
+8.87%
10 Years
+1.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.69%
- 💻 Electronic Technology33.44%
- 💼 Commercial Services16.49%
- 🖥️ Technology Services5.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.93%
- 🇺🇸 NYSE5.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.25%
Dividends
Performance Metrics
Score 2.6/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-8.66
-8.66
-9
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.95
-0.95
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-8.66
-8.66
-9
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.95
-0.95
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
119.14
High:
PYPL
10.85PYPLLow:
INTC
-595.6INTCDetails
PEG Ratio
-388.04
High:PYPL
55.04PYPLLow:INTC
-606.5INTCDetails
Price/Book
2.19
High:PYPL
2.52PYPLLow:
HPQ
-50.72HPQDetails
Price/Sales
3.45
High:INTC
4.48INTCLow:HPQ
0.33HPQDetails
Price/CF
16.63
High:INTC
18.13INTCLow:HPQ
7.1HPQDetails
Price/FCF
38.13
High:INTC
50.98INTCLow:PYPL
11.57PYPLDetails
P/E Ratio
119.14
High:PYPL
10.85PYPLLow:INTC
-595.6INTCDetails
PEG Ratio
-388.04
High:PYPL
55.04PYPLLow:INTC
-606.5INTCDetails
Price/Book
2.19
High:PYPL
2.52PYPLLow:HPQ
-50.72HPQDetails
Price/Sales
3.45
High:INTC
4.48INTCLow:HPQ
0.33HPQDetails
Price/CF
16.63
High:INTC
18.13INTCLow:HPQ
7.1HPQDetails
Price/FCF
38.13
High:INTC
50.98INTCLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.69% | Jan 2020 | Dec 2023 | 47 |
-21.99% | Apr 2024 | - | 23 |
-3.76% | Jan 2024 | Mar 2024 | 2 |