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+3.03%
This Month
-6.95%
Year To Date
+51.81%
2 Years
+53.69%
5 Years
+419.63%
10 Years
+8.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.4%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.4% | 0.4% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.22
High:
AAPL
39.22AAPLLow:AAPL
39.22AAPLDetails
PEG Ratio
26,662.13
High:AAPL
26,662.13AAPLLow:AAPL
26,662.13AAPLDetails
Price/Book
58.23
High:AAPL
58.23AAPLLow:AAPL
58.23AAPLDetails
Price/Sales
9.44
High:AAPL
9.44AAPLLow:AAPL
9.44AAPLDetails
Price/CF
27.69
High:AAPL
27.69AAPLLow:AAPL
27.69AAPLDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
P/E Ratio
39.22
High:AAPL
39.22AAPLLow:AAPL
39.22AAPLDetails
PEG Ratio
26,662.13
High:AAPL
26,662.13AAPLLow:AAPL
26,662.13AAPLDetails
Price/Book
58.23
High:AAPL
58.23AAPLLow:AAPL
58.23AAPLDetails
Price/Sales
9.44
High:AAPL
9.44AAPLLow:AAPL
9.44AAPLDetails
Price/CF
27.69
High:AAPL
27.69AAPLLow:AAPL
27.69AAPLDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.89% | Apr 2012 | Jul 2019 | 87 |
-55.58% | Jan 2022 | Dec 2024 | 35 |
-41.52% | Jan 2025 | - | 10 |
-25.87% | Feb 2020 | Jul 2020 | 5 |
-17.39% | Feb 2021 | Jul 2021 | 5 |
-12.41% | Aug 2021 | Nov 2021 | 3 |
-1.77% | Oct 2020 | Nov 2020 | 1 |
-1.4% | Aug 2019 | Sep 2019 | 1 |