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-0.99%
This Month
+5.91%
Year To Date
+31.52%
2 Years
+16%
5 Years
+1372.1%
10 Years
+33.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29%
- 🖥️ Technology Services26.04%
- 📊 ETFs24.94%
- 💰 Finance11.71%
- 💻 Electronic Technology6.84%
- 🪙 Cryptocurrencies4.49%
- 🛍️ Retail Trade1.57%
- 🚚 Transportation0.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.52%
- 🇺🇸 Nasdaq32.18%
- 🌍 Digital Currency4.49%
- 🇺🇸 Chicago Board Options Exchange2.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.85%
- 🇳🇱 Netherlands2.86%
- 🇮🇱 Israel2.39%
- 🇧🇷 Brazil1.19%
- 🇸🇪 Sweden0.89%
Dividends
Dividend Yield
0.05%
6 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CRM (0.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
2.75
2.75
0
1
2
3
3
Jensen's Alpha
22.07
22.07
-2
0
2
23
23
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
3.17
3.17
0
0.75
1.25
4
4
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
2.75
2.75
0
1
2
3
3
Jensen's Alpha
22.07
22.07
-2
0
2
23
23
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
3.17
3.17
0
0.75
1.25
4
4
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.78
High:
PANW
268.08PANWLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-271.44
High:
META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
11.2
High:
NET
62.12NETLow:
ETOR
2.36ETORDetails
Price/Sales
9.52
High:
NBIS
77.3NBISLow:
UBER
2.88UBERDetails
Price/CF
21.57
High:NBIS
172.05NBISLow:
TENB
7.45TENBDetails
Price/FCF
46.54
High:
AMZN
325.85AMZNLow:TENB
7.88TENBDetails
P/E Ratio
31.78
High:PANW
268.08PANWLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-271.44
High:META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
11.2
High:NET
62.12NETLow:ETOR
2.36ETORDetails
Price/Sales
9.52
High:NBIS
77.3NBISLow:UBER
2.88UBERDetails
Price/CF
21.57
High:NBIS
172.05NBISLow:TENB
7.45TENBDetails
Price/FCF
46.54
High:AMZN
325.85AMZNLow:TENB
7.88TENBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.51% | Nov 2021 | Aug 2025 | 45 |
-16.39% | Sep 2018 | Jun 2019 | 9 |
-12.62% | Feb 2018 | Aug 2018 | 6 |
-10.12% | Jul 2019 | Jan 2020 | 6 |
-9.04% | Nov 2025 | May 2026 | 6 |
-8.63% | Sep 2017 | Oct 2017 | 1 |
-6.99% | Feb 2020 | May 2020 | 3 |
-5.71% | Sep 2021 | Oct 2021 | 1 |
-4.68% | Sep 2020 | Nov 2020 | 2 |
-4.43% | Nov 2016 | Dec 2016 | 1 |
-2.77% | Jun 2026 | - | 2 |
-2.75% | Jul 2021 | Aug 2021 | 1 |
-2.65% | Jun 2016 | Jul 2016 | 1 |
-2.27% | Aug 2016 | Oct 2016 | 2 |
-2.01% | Mar 2021 | May 2021 | 2 |