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-1.36%
This Month
-3.05%
Year To Date
+39.17%
2 Years
+81.32%
5 Years
+81.32%
10 Years
+18.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.56%
- 🛍️ Retail Trade11.6%
- 🖥️ Technology Services10.49%
- 💵 Cash9.67%
- 💰 Finance2.53%
- 💼 Commercial Services2.43%
- 🛠️ Producer Manufacturing2.16%
- 🪙 Cryptocurrencies1.77%
- 💻 Electronic Technology1.62%
- 🧬 Health Technology0.58%
- 🍞 Consumer Non Durables0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.88%
- 🇺🇸 Nasdaq32.28%
- 🌍 Digital Currency1.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.3%
- 🇰🇾 Cayman Islands2.53%
- 🇩🇰 Denmark0.58%
- 🇨🇦 Canada0.18%
Dividends
Dividend Yield
0.18%
8 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.2/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.15
0.15
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
0.15
0.15
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.7
High:
CVS
58.23CVSLow:
NVO
11.09NVODetails
PEG Ratio
146.27
High:
EFX
390.66EFXLow:
RDDT
28.65RDDTDetails
Price/Book
7.69
High:
NVDA
28.28NVDALow:CVS
1.36CVSDetails
Price/Sales
4.55
High:NVDA
20.71NVDALow:CVS
0.26CVSDetails
Price/CF
21.7
High:RDDT
67.52RDDTLow:CVS
9.53CVSDetails
Price/FCF
88.31
High:
AMZN
325.85AMZNLow:
NU
9.68NUDetails
P/E Ratio
29.7
High:CVS
58.23CVSLow:NVO
11.09NVODetails
PEG Ratio
146.27
High:EFX
390.66EFXLow:RDDT
28.65RDDTDetails
Price/Book
7.69
High:NVDA
28.28NVDALow:CVS
1.36CVSDetails
Price/Sales
4.55
High:NVDA
20.71NVDALow:CVS
0.26CVSDetails
Price/CF
21.7
High:RDDT
67.52RDDTLow:CVS
9.53CVSDetails
Price/FCF
88.31
High:AMZN
325.85AMZNLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.46% | Aug 2023 | Jun 2024 | 10 |
-16.93% | Aug 2022 | May 2023 | 9 |
-13.97% | Feb 2025 | Jun 2025 | 4 |
-3.99% | Nov 2025 | - | 5 |
-2.22% | Jul 2024 | Aug 2024 | 1 |