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+2.5%
This Month
+22.96%
Year To Date
+62.37%
2 Years
+137.92%
5 Years
+213.83%
10 Years
+21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology45.65%
- 📊 ETFs30.33%
- 🖥️ Technology Services11.04%
- 🧩 Miscellaneous8.17%
- 🚗 Consumer Durables3.26%
- 🛠️ Producer Manufacturing0.67%
- 🪙 Cryptocurrencies0.64%
- ❓ Other0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.03%
- 🇺🇸 NYSE20.21%
- 🌍 Digital Currency0.64%
- 🇩🇪 FRA0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.46%
- 🇰🇾 Cayman Islands0.08%
- 🇫🇮 Finland0.04%
- 🇩🇪 Germany0.04%
Dividends
Dividend Yield
0.13%
14 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
3.68
3.68
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
3.68
3.68
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.07
High:
VSH
2,791.88VSHLow:
BE
-4,337.06BEDetails
PEG Ratio
50.84
High:VSH
2,699.35VSHLow:
CRWD
-5,401.66CRWDDetails
Price/Book
19.27
High:BE
75.45BELow:
NOK
2.85NOKDetails
Price/Sales
15.68
High:
PLTR
62.4PLTRLow:VSH
1.92VSHDetails
Price/CF
32.33
High:
COHR
333.3COHRLow:
CRWV
6.89CRWVDetails
Price/FCF
44.63
High:
LITE
593.01LITELow:
ON
20.75ONDetails
P/E Ratio
32.07
High:VSH
2,791.88VSHLow:BE
-4,337.06BEDetails
PEG Ratio
50.84
High:VSH
2,699.35VSHLow:CRWD
-5,401.66CRWDDetails
Price/Book
19.27
High:BE
75.45BELow:NOK
2.85NOKDetails
Price/Sales
15.68
High:PLTR
62.4PLTRLow:VSH
1.92VSHDetails
Price/CF
32.33
High:COHR
333.3COHRLow:CRWV
6.89CRWVDetails
Price/FCF
44.63
High:LITE
593.01LITELow:ON
20.75ONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.04% | Dec 2021 | Mar 2024 | 27 |
-15.22% | Jan 2025 | Jun 2025 | 5 |
-11.75% | Apr 2020 | Aug 2020 | 4 |
-9.44% | Nov 2025 | Apr 2026 | 5 |
-9.21% | Jul 2026 | - | 3 |
-6.95% | Feb 2021 | Jun 2021 | 4 |
-6.58% | Sep 2020 | Nov 2020 | 2 |
-4.85% | Sep 2021 | Oct 2021 | 1 |
-3.22% | Apr 2024 | May 2024 | 1 |
-1.22% | Jul 2024 | Sep 2024 | 2 |