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-1.35%
This Month
+5.49%
Year To Date
+69.77%
2 Years
+490.19%
5 Years
+490.19%
10 Years
+62.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology94.26%
- 📡 Communications2.07%
- 🖥️ Technology Services1.91%
- 💰 Finance1.72%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96.17%
- 🇺🇸 NYSE3.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.96%
Dividends
Dividend Yield
0.24%
4 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VZ (5.77%)
Performance Metrics
Score 8.8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.26
3.26
0
1
2
4
4
Jensen's Alpha
35.55
35.55
-2
0
2
36
36
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
2.63
2.63
0
0.75
1.25
3
3
Information Ratio
1.43
1.43
0
0.3
0.6
2
2
Calmar Ratio
2.94
2.94
0
0.3
0.6
3
3
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
1.48
1.48
0
0.5
1
2
2
Sortino Ratio
3.26
3.26
0
1
2
4
4
Jensen's Alpha
35.55
35.55
-2
0
2
36
36
Omega Ratio
2.91
2.91
0
1
1.5
3
3
Treynor Ratio
2.63
2.63
0
0.75
1.25
3
3
Information Ratio
1.43
1.43
0
0.3
0.6
2
2
Calmar Ratio
2.94
2.94
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
40.07
High:
O
54.85OLow:
VZ
11.72VZDetails
PEG Ratio
65.65
High:O
287.62OLow:
NVDA
61.24NVDADetails
Price/Book
28.99
High:NVDA
30.66NVDALow:O
1.51ODetails
Price/Sales
21.79
High:NVDA
22.45NVDALow:VZ
1.46VZDetails
Price/CF
43.37
High:NVDA
44.64NVDALow:VZ
5.66VZDetails
Price/FCF
55.41
High:
MSFT
58.56MSFTLow:VZ
24.19VZDetails
P/E Ratio
40.07
High:O
54.85OLow:VZ
11.72VZDetails
PEG Ratio
65.65
High:O
287.62OLow:NVDA
61.24NVDADetails
Price/Book
28.99
High:NVDA
30.66NVDALow:O
1.51ODetails
Price/Sales
21.79
High:NVDA
22.45NVDALow:VZ
1.46VZDetails
Price/CF
43.37
High:NVDA
44.64NVDALow:VZ
5.66VZDetails
Price/FCF
55.41
High:MSFT
58.56MSFTLow:VZ
24.19VZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20% | Dec 2024 | Jun 2025 | 6 |
-13.05% | Nov 2025 | - | 7 |
-13.04% | Sep 2023 | Nov 2023 | 2 |
-7.82% | Apr 2024 | May 2024 | 1 |
-6.4% | Dec 2022 | Jan 2023 | 1 |
-5.39% | Jul 2024 | Oct 2024 | 3 |
-2.14% | Apr 2023 | May 2023 | 1 |
-0.94% | Aug 2025 | Sep 2025 | 1 |