Loading...
+1.97%
This Month
+25.24%
Year To Date
+81.38%
2 Years
+101.42%
5 Years
+101.42%
10 Years
+41.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.4%
- 🖥️ Technology Services30.42%
- 💻 Electronic Technology12.51%
- 📡 Communications6.73%
- 🪙 Cryptocurrencies3.43%
- 💰 Finance2.52%
- 🛍️ Retail Trade2.41%
- ❓ Other2.38%
- 💇♀️ Consumer Services1.44%
- 🧬 Health Technology1.27%
- 🚚 Transportation1.11%
- ⚡ Utilities0.78%
- 📊 ETFs0.66%
- 🏥 Health Services0.5%
- 🍞 Consumer Non Durables0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.17%
- 🇺🇸 NYSE8.87%
- 🌍 Digital Currency3.43%
- 🇩🇪 FRA1.46%
- 🇭🇰 Hong Kong Exchanges1.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.73%
- 🇨🇳 China3.27%
- 🇦🇺 Australia1.79%
- 🇩🇪 Germany1.46%
- 🇩🇰 Denmark1.27%
- 🇰🇾 Cayman Islands0.28%
Dividends
Dividend Yield
0.22%
12 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
11.68
11.68
-2
0
2
12
12
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
1.16
1.16
0
0.3
0.6
2
2
Calmar Ratio
2.46
2.46
0
0.3
0.6
3
3
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.94
2.94
0
1
2
3
3
Jensen's Alpha
11.68
11.68
-2
0
2
12
12
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
1.64
1.64
0
0.75
1.25
2
2
Information Ratio
1.16
1.16
0
0.3
0.6
2
2
Calmar Ratio
2.46
2.46
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
27.33
High:
AMD
183.1AMDLow:
APLD
-42.14APLDDetails
PEG Ratio
87.66
High:
SOFI
413.16SOFILow:
ASTS
-368.44ASTSDetails
Price/Book
8.62
High:
PLTR
35.97PLTRLow:
WING
-5.22WINGDetails
Price/Sales
8.97
High:ASTS
250.94ASTSLow:
UNH
0.86UNHDetails
Price/CF
17.68
High:PLTR
138.09PLTRLow:
NVO
10.6NVODetails
Price/FCF
43.86
High:
BABA
1,196.17BABALow:
UBER
15.21UBERDetails
P/E Ratio
27.33
High:AMD
183.1AMDLow:APLD
-42.14APLDDetails
PEG Ratio
87.66
High:SOFI
413.16SOFILow:ASTS
-368.44ASTSDetails
Price/Book
8.62
High:PLTR
35.97PLTRLow:WING
-5.22WINGDetails
Price/Sales
8.97
High:ASTS
250.94ASTSLow:UNH
0.86UNHDetails
Price/CF
17.68
High:PLTR
138.09PLTRLow:NVO
10.6NVODetails
Price/FCF
43.86
High:BABA
1,196.17BABALow:UBER
15.21UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.99% | Nov 2025 | Apr 2026 | 5 |
-7.66% | Jun 2026 | Aug 2026 | 2 |
-4.56% | Dec 2024 | Jan 2025 | 1 |
-4.41% | Feb 2025 | Apr 2025 | 2 |
-2.17% | Jul 2025 | Aug 2025 | 1 |
-0.52% | Oct 2024 | Nov 2024 | 1 |