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-1.21%
This Month
+23.23%
Year To Date
+47.6%
2 Years
+76.7%
5 Years
+76.7%
10 Years
+19.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash25.6%
- 💻 Electronic Technology16.99%
- 🌾 Commodities15.59%
- 🪙 Cryptocurrencies12.05%
- 🖥️ Technology Services8.84%
- 📊 ETFs8.25%
- 🛍️ Retail Trade8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.69%
- 🌍 Commodity15.59%
- 🇺🇸 NYSE13.39%
- 🌍 Digital Currency12.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.83%
Dividends
Dividend Yield
0.23%
1 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (1.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 QCOM | 0.23% | 1.96% | $3.25 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.97
0.97
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
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
0.97
0.97
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
2.6
2.6
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
97.35
High:
QCOM
36.46QCOMLow:
BA
-14.93BADetails
PEG Ratio
62.33
High:
ADBE
62.33ADBELow:ADBE
62.33ADBEDetails
Price/Book
13.64
High:ADBE
12.72ADBELow:BA
-18.81BADetails
Price/Sales
3.53
High:ADBE
6.25ADBELow:
DLTR
1.4DLTRDetails
Price/CF
15.18
High:BA
40.56BALow:DLTR
8.52DLTRDetails
Price/FCF
20.87
High:BA
91.69BALow:DLTR
12.57DLTRDetails
P/E Ratio
97.35
High:QCOM
36.46QCOMLow:BA
-14.93BADetails
PEG Ratio
62.33
High:ADBE
62.33ADBELow:ADBE
62.33ADBEDetails
Price/Book
13.64
High:ADBE
12.72ADBELow:BA
-18.81BADetails
Price/Sales
3.53
High:ADBE
6.25ADBELow:DLTR
1.4DLTRDetails
Price/CF
15.18
High:BA
40.56BALow:DLTR
8.52DLTRDetails
Price/FCF
20.87
High:BA
91.69BALow:DLTR
12.57DLTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.97% | Oct 2022 | Jan 2023 | 3 |
-8.22% | Oct 2025 | - | 3 |
-7.91% | Sep 2023 | Nov 2023 | 2 |
-7.9% | Feb 2025 | May 2025 | 3 |
-6.01% | Mar 2024 | Sep 2024 | 6 |
-3.19% | Apr 2023 | Jun 2023 | 2 |
-3.01% | Feb 2023 | Mar 2023 | 1 |