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-1.07%
This Month
+11.7%
Year To Date
+63.25%
2 Years
+524.95%
5 Years
+524.95%
10 Years
+63.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology94.74%
- 📡 Communications1.9%
- 🖥️ Technology Services1.72%
- 💰 Finance1.58%
- 💵 Cash0.22%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq96.46%
- 🇺🇸 NYSE3.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.95%
Dividends
Dividend Yield
0.34%
4 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.14%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 8.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.48
3.48
0
1
2
4
4
Jensen's Alpha
34.88
34.88
-2
0
2
35
35
Omega Ratio
2.96
2.96
0
1
1.5
3
3
Treynor Ratio
2.88
2.88
0
0.75
1.25
3
3
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
3.14
3.14
0
0.3
0.6
4
4
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
1.56
1.56
0
0.5
1
2
2
Sortino Ratio
3.48
3.48
0
1
2
4
4
Jensen's Alpha
34.88
34.88
-2
0
2
35
35
Omega Ratio
2.96
2.96
0
1
1.5
3
3
Treynor Ratio
2.88
2.88
0
0.75
1.25
3
3
Information Ratio
1.45
1.45
0
0.3
0.6
2
2
Calmar Ratio
3.14
3.14
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
33.33
High:
O
49.09OLow:
VZ
10.93VZDetails
PEG Ratio
38.57
High:O
466.31OLow:NVDA
30.57NVDADetails
Price/Book
26.05
High:NVDA
27.09NVDALow:O
1.42ODetails
Price/Sales
20.58
High:NVDA
21.04NVDALow:VZ
1.36VZDetails
Price/CF
39.61
High:NVDA
40.43NVDALow:VZ
5.66VZDetails
Price/FCF
48.39
High:
MSFT
58.56MSFTLow:VZ
24.19VZDetails
P/E Ratio
33.33
High:O
49.09OLow:VZ
10.93VZDetails
PEG Ratio
38.57
High:O
466.31OLow:NVDA
30.57NVDADetails
Price/Book
26.05
High:NVDA
27.09NVDALow:O
1.42ODetails
Price/Sales
20.58
High:NVDA
21.04NVDALow:VZ
1.36VZDetails
Price/CF
39.61
High:NVDA
40.43NVDALow:VZ
5.66VZDetails
Price/FCF
48.39
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 | May 2026 | 6 |
-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 |
-1.07% | Jun 2026 | - | 1 |
-0.94% | Aug 2025 | Sep 2025 | 1 |