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+1.53%
This Month
+1.53%
Year To Date
+127.05%
2 Years
+149.46%
5 Years
+149.46%
10 Years
+47.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.49%
- 💻 Electronic Technology20.17%
- 💰 Finance14.46%
- 🛍️ Retail Trade12.19%
- 💵 Cash6.79%
- 🏥 Health Services6.14%
- 💇♀️ Consumer Services5.57%
- 🍞 Consumer Non Durables3.76%
- 💼 Commercial Services3.55%
- 🚚 Transportation2.44%
- 🪙 Cryptocurrencies0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq78.66%
- 🇺🇸 NYSE17.11%
- 🌍 Digital Currency0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.4%
- 🇺🇾 Uruguay4.06%
- 🇮🇱 Israel2.31%
Dividends
Dividend Yield
0.19%
7 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CAKE (1.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.97
2.97
0
1
2
3
3
Jensen's Alpha
5.14
5.14
-2
0
2
6
6
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
2.67
2.67
0
0.3
0.6
3
3
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.97
2.97
0
1
2
3
3
Jensen's Alpha
5.14
5.14
-2
0
2
6
6
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
1.63
1.63
0
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
2.67
2.67
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
39.54
High:
CELH
593.07CELHLow:
OSCR
-13.22OSCRDetails
PEG Ratio
129.18
High:
META
479.82METALow:
UBER
3.7UBERDetails
Price/Book
13.12
High:
PLTR
56.9PLTRLow:
PYPL
2.52PYPLDetails
Price/Sales
10.66
High:PLTR
103.83PLTRLow:OSCR
0.34OSCRDetails
Price/CF
27.79
High:PLTR
258.05PLTRLow:
DG.US
6.02DG.USDetails
Price/FCF
55.25
High:
CAVA
296CAVALow:OSCR
6.67OSCRDetails
P/E Ratio
39.54
High:CELH
593.07CELHLow:OSCR
-13.22OSCRDetails
PEG Ratio
129.18
High:META
479.82METALow:UBER
3.7UBERDetails
Price/Book
13.12
High:PLTR
56.9PLTRLow:PYPL
2.52PYPLDetails
Price/Sales
10.66
High:PLTR
103.83PLTRLow:OSCR
0.34OSCRDetails
Price/CF
27.79
High:PLTR
258.05PLTRLow:DG.US
6.02DG.USDetails
Price/FCF
55.25
High:CAVA
296CAVALow:OSCR
6.67OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.97% | Aug 2023 | Dec 2023 | 4 |
-12.71% | Feb 2025 | May 2025 | 3 |
-9.39% | Nov 2025 | - | 3 |
-3.31% | Mar 2024 | May 2024 | 2 |
-2.72% | Apr 2023 | Jun 2023 | 2 |
-2.65% | Jan 2024 | Feb 2024 | 1 |
-1.42% | Dec 2024 | Jan 2025 | 1 |