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+0.35%
This Month
+5.57%
Year To Date
+24.91%
2 Years
+36.84%
5 Years
+92.5%
10 Years
+11.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.04%
- 💵 Cash28.3%
- 💰 Finance11.38%
- 🛍️ Retail Trade5.96%
- 📊 ETFs5.78%
- 🧩 Miscellaneous4.78%
- 💻 Electronic Technology4.27%
- 💼 Commercial Services3.38%
- 📡 Communications1.39%
- 🧬 Health Technology1.24%
- 🪙 Cryptocurrencies0.92%
- 🏥 Health Services0.9%
- 🚚 Transportation0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.44%
- 🇺🇸 NYSE13.42%
- 🇬🇧 LSE2.34%
- 🇩🇪 Xetra ETFs1.45%
- 🌍 Digital Currency0.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.28%
- 🇺🇾 Uruguay3.46%
- 🇨🇦 Canada3.38%
- 🇰🇷 South Korea2.34%
- 🇧🇷 Brazil2.27%
- 🇩🇰 Denmark1.24%
- 🇬🇧 United Kingdom1.12%
Dividends
Dividend Yield
0.29%
9 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BBWI (3.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
1.78
1.78
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
1.78
1.78
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.65
High:
SHOP
120.46SHOPLow:
WYFI
-4,502.35WYFIDetails
PEG Ratio
-1,537.93
High:
SOFI
413.16SOFILow:WYFI
-59,173.71WYFIDetails
Price/Book
7.41
High:WYFI
521.6WYFILow:
BBWI
-3.61BBWIDetails
Price/Sales
8.64
High:WYFI
2,171.43WYFILow:BBWI
0.57BBWIDetails
Price/CF
15.25
High:WYFI
1,109.84WYFILow:BBWI
3.35BBWIDetails
Price/FCF
42.21
High:
NVO
207.17NVOLow:BBWI
5.21BBWIDetails
P/E Ratio
24.65
High:SHOP
120.46SHOPLow:WYFI
-4,502.35WYFIDetails
PEG Ratio
-1,537.93
High:SOFI
413.16SOFILow:WYFI
-59,173.71WYFIDetails
Price/Book
7.41
High:WYFI
521.6WYFILow:BBWI
-3.61BBWIDetails
Price/Sales
8.64
High:WYFI
2,171.43WYFILow:BBWI
0.57BBWIDetails
Price/CF
15.25
High:WYFI
1,109.84WYFILow:BBWI
3.35BBWIDetails
Price/FCF
42.21
High:NVO
207.17NVOLow:BBWI
5.21BBWIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.61% | Sep 2020 | Dec 2020 | 3 |
-8.51% | Dec 2024 | Jun 2025 | 6 |
-7.97% | Oct 2024 | Nov 2024 | 1 |
-7.7% | Jan 2026 | May 2026 | 4 |
-6.78% | Sep 2021 | Oct 2021 | 1 |
-6.12% | Jan 2021 | Jun 2021 | 5 |
-1.45% | Jul 2025 | Aug 2025 | 1 |
-1.23% | Jun 2026 | - | 2 |
-1.23% | Oct 2025 | Dec 2025 | 2 |