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0%
This Month
+4.53%
Year To Date
+46.55%
2 Years
+80.83%
5 Years
+80.83%
10 Years
+24.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services51.63%
- 🛍️ Retail Trade12.6%
- 💻 Electronic Technology11.34%
- 📊 ETFs10.13%
- 🚗 Consumer Durables8.46%
- 💇♀️ Consumer Services2.31%
- 🍞 Consumer Non Durables1.81%
- 💰 Finance1.72%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.68%
- 🇺🇸 NYSE14.15%
- 🇫🇷 Euronext Paris1.81%
- 🇳🇱 Euronext Amsterdam1.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.74%
- 🇫🇷 France1.81%
- 🇳🇱 Netherlands1.35%
- 🇨🇭 Switzerland0.96%
Dividends
Dividend Yield
0.39%
10 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.36%)
Performance Metrics
Score 7.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
3.98
3.98
-2
0
2
4.5
4.5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
3.98
3.98
-2
0
2
4.5
4.5
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.52
1.52
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
32.21
High:
TSLA
364.78TSLALow:
MCD
25.68MCDDetails
PEG Ratio
125.75
High:
V
552.81VLow:
NVDA
62.34NVDADetails
Price/Book
9.61
High:
AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
8.88
High:NVDA
22.86NVDALow:
AMZN
3.76AMZNDetails
Price/CF
23.65
High:TSLA
107.92TSLALow:
META
14.62METADetails
Price/FCF
69.34
High:AMZN
325.85AMZNLow:
NFLX
34.75NFLXDetails
P/E Ratio
32.21
High:TSLA
364.78TSLALow:MCD
25.68MCDDetails
PEG Ratio
125.75
High:V
552.81VLow:NVDA
62.34NVDADetails
Price/Book
9.61
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
8.88
High:NVDA
22.86NVDALow:AMZN
3.76AMZNDetails
Price/CF
23.65
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
69.34
High:AMZN
325.85AMZNLow:NFLX
34.75NFLXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.52% | Feb 2025 | Jun 2025 | 4 |
-9.35% | Feb 2026 | Apr 2026 | 2 |
-3.21% | Sep 2023 | Nov 2023 | 2 |
-1.96% | Apr 2024 | May 2024 | 1 |
-1.83% | Oct 2024 | Nov 2024 | 1 |
-1.22% | Nov 2025 | Jan 2026 | 2 |
-0.4% | Jul 2024 | Sep 2024 | 2 |