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-0.41%
This Month
+8.92%
Year To Date
+48.99%
2 Years
+509.36%
5 Years
+509.36%
10 Years
+54.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology94.04%
- 📡 Communications3.79%
- 💰 Finance1.99%
- 💵 Cash0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq94.04%
- 🇺🇸 NYSE5.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.82%
Dividends
Dividend Yield
0.59%
3 out of 3 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.09%)
Performance Metrics
Score 8.9/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
1.54
1.54
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
33.05
33.05
-2
0
2
34
34
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
1.42
1.42
0
0.3
0.6
2
2
Calmar Ratio
3.01
3.01
0
0.3
0.6
4
4
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
1.54
1.54
0
0.5
1
2
2
Sortino Ratio
3.41
3.41
0
1
2
4
4
Jensen's Alpha
33.05
33.05
-2
0
2
34
34
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
1.42
1.42
0
0.3
0.6
2
2
Calmar Ratio
3.01
3.01
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
25.26
High:
O
40.86OLow:
VZ
11.78VZDetails
PEG Ratio
0.22
High:O
1.15OLow:
NVDA
0.2NVDADetails
Price/Book
20.68
High:NVDA
21.1NVDALow:O
1.43ODetails
Price/Sales
15.77
High:NVDA
16.04NVDALow:VZ
1.38VZDetails
Price/CF
36.98
High:NVDA
37.39NVDALow:VZ
4.89VZDetails
Price/FCF
41.69
High:O
54.07OLow:VZ
17.9VZDetails
P/E Ratio
25.26
High:O
40.86OLow:VZ
11.78VZDetails
PEG Ratio
0.22
High:O
1.15OLow:NVDA
0.2NVDADetails
Price/Book
20.68
High:NVDA
21.1NVDALow:O
1.43ODetails
Price/Sales
15.77
High:NVDA
16.04NVDALow:VZ
1.38VZDetails
Price/CF
36.98
High:NVDA
37.39NVDALow:VZ
4.89VZDetails
Price/FCF
41.69
High:O
54.07OLow:VZ
17.9VZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20% | Dec 2024 | Jun 2025 | 6 |
-13.05% | Nov 2025 | May 2026 | 6 |
-13.04% | Sep 2023 | Nov 2023 | 2 |
-10.62% | Oct 2026 | - | 2 |
-7.82% | Apr 2024 | May 2024 | 1 |
-6.4% | Dec 2022 | Jan 2023 | 1 |
-5.94% | Jun 2026 | Aug 2026 | 2 |
-5.39% | Jul 2024 | Oct 2024 | 3 |
-2.14% | Apr 2023 | May 2023 | 1 |
-0.94% | Aug 2025 | Sep 2025 | 1 |