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-0.19%
This Month
-7.22%
Year To Date
+37.3%
2 Years
+49.68%
5 Years
+49.68%
10 Years
+30.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.78%
- 🍞 Consumer Non Durables24.83%
- 📡 Communications14.52%
- 🧬 Health Technology10.45%
- 🏥 Health Services4.01%
- 💼 Commercial Services3.4%
- 🚚 Transportation2.81%
- 🛠️ Producer Manufacturing2.79%
- 🪙 Cryptocurrencies2.53%
- 🛍️ Retail Trade1.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.98%
- 🇺🇸 NYSE47.49%
- 🌍 Digital Currency2.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.9%
- 🇨🇦 Canada10.17%
- 🇮🇱 Israel2.53%
- 🇩🇰 Denmark2.17%
- 🇺🇾 Uruguay1.87%
- 🇦🇺 Australia1.84%
Dividends
Dividend Yield
0.7%
6 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UPS (5.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-2.84
-2.84
-3
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Beta
1.74
1.74
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-2.84
-2.84
-3
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
27.81
High:
GOOS
81.83GOOSLow:
BILL
-184.37BILLDetails
PEG Ratio
6.25
High:
MELI
997.84MELILow:
ASTS
-244.18ASTSDetails
Price/Book
8.29
High:ASTS
16.26ASTSLow:
FVRR
1.01FVRRDetails
Price/Sales
6.53
High:ASTS
420.27ASTSLow:
SLDB
-SLDBDetails
Price/CF
22.53
High:
IREN
30.27IRENLow:FVRR
6.53FVRRDetails
Price/FCF
58.32
High:
NVO
207.17NVOLow:FVRR
6.57FVRRDetails
P/E Ratio
27.81
High:GOOS
81.83GOOSLow:BILL
-184.37BILLDetails
PEG Ratio
6.25
High:MELI
997.84MELILow:ASTS
-244.18ASTSDetails
Price/Book
8.29
High:ASTS
16.26ASTSLow:FVRR
1.01FVRRDetails
Price/Sales
6.53
High:ASTS
420.27ASTSLow:SLDB
-SLDBDetails
Price/CF
22.53
High:IREN
30.27IRENLow:FVRR
6.53FVRRDetails
Price/FCF
58.32
High:NVO
207.17NVOLow:FVRR
6.57FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.49% | Feb 2025 | Jun 2025 | 4 |
-10.46% | Feb 2026 | - | 2 |
-6.8% | Apr 2024 | Jan 2025 | 9 |
-3.74% | Nov 2025 | Dec 2025 | 1 |