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-2.75%
This Month
-2.91%
Year To Date
+60.72%
2 Years
+101.09%
5 Years
+82.42%
10 Years
+14.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs62.72%
- 🖥️ Technology Services24.47%
- 🛍️ Retail Trade4.9%
- 💻 Electronic Technology4.27%
- 💰 Finance3.64%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE76.49%
- 🇺🇸 Nasdaq23.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.28%
Dividends
Dividend Yield
0.32%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
0.81
0.81
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
0.81
0.81
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.77
High:
NVDA
37.34NVDALow:
BRK.B
15.7BRK.BDetails
PEG Ratio
64.63
High:
AMZN
104.35AMZNLow:
IBM
30.47IBMDetails
Price/Book
7.54
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
7.19
High:NVDA
20.71NVDALow:BRK.B
2.83BRK.BDetails
Price/CF
23.82
High:NVDA
44.64NVDALow:
META
14.62METADetails
Price/FCF
62.55
High:AMZN
325.85AMZNLow:META
41.51METADetails
P/E Ratio
28.77
High:NVDA
37.34NVDALow:BRK.B
15.7BRK.BDetails
PEG Ratio
64.63
High:AMZN
104.35AMZNLow:IBM
30.47IBMDetails
Price/Book
7.54
High:NVDA
28.28NVDALow:BRK.B
1.47BRK.BDetails
Price/Sales
7.19
High:NVDA
20.71NVDALow:BRK.B
2.83BRK.BDetails
Price/CF
23.82
High:NVDA
44.64NVDALow:META
14.62METADetails
Price/FCF
62.55
High:AMZN
325.85AMZNLow:META
41.51METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.31% | Jan 2022 | Feb 2024 | 25 |
-6.98% | Feb 2025 | Apr 2025 | 2 |
-6.67% | Feb 2026 | - | 2 |
-4.67% | Mar 2021 | May 2021 | 2 |
-4.04% | Oct 2024 | Nov 2024 | 1 |
-3.35% | Apr 2024 | Jun 2024 | 2 |
-2.56% | Jul 2021 | Aug 2021 | 1 |
-2.47% | Sep 2021 | Oct 2021 | 1 |
-1.4% | Nov 2025 | Jan 2026 | 2 |
-1.21% | Dec 2024 | Jan 2025 | 1 |
-1.18% | Nov 2021 | Dec 2021 | 1 |