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-0.82%
This Month
+17.6%
Year To Date
+46.56%
2 Years
+31.61%
5 Years
+1533.76%
10 Years
+35.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.56%
- 💵 Cash23%
- 📊 ETFs20.35%
- 💰 Finance10.47%
- 💻 Electronic Technology7.7%
- 🪙 Cryptocurrencies3.06%
- 🚚 Transportation2.87%
- 🛍️ Retail Trade2.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.82%
- 🇺🇸 NYSE35.13%
- 🇺🇸 Chicago Board Options Exchange3.43%
- 🌍 Digital Currency3.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.89%
- 🇮🇱 Israel3.21%
- 🇱🇺 Luxembourg2.74%
- 🇳🇱 Netherlands1.79%
- 🇰🇾 Cayman Islands1.35%
Dividends
Dividend Yield
0.06%
6 out of 31 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CRM (0.68%)
Performance Metrics
Score 8.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
3
3
0
1
2
4
4
Jensen's Alpha
24.66
24.66
-2
0
2
25
25
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
3.36
3.36
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
3
3
0
1
2
4
4
Jensen's Alpha
24.66
24.66
-2
0
2
25
25
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
3.36
3.36
0
0.75
1.25
4
4
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.62
High:
PANW
132.67PANWLow:
NET
-782.82NETDetails
PEG Ratio
406.7
High:
NBIS
6,310.99NBISLow:
TEAM
-420.23TEAMDetails
Price/Book
11.24
High:NET
60.53NETLow:
ETOR
2.21ETORDetails
Price/Sales
9.28
High:NBIS
109.95NBISLow:
TENB
3.46TENBDetails
Price/CF
25.31
High:NBIS
172.05NBISLow:
NU
10.46NUDetails
Price/FCF
57.53
High:
S.US
362.94S.USLow:NU
10.48NUDetails
P/E Ratio
34.62
High:PANW
132.67PANWLow:NET
-782.82NETDetails
PEG Ratio
406.7
High:NBIS
6,310.99NBISLow:TEAM
-420.23TEAMDetails
Price/Book
11.24
High:NET
60.53NETLow:ETOR
2.21ETORDetails
Price/Sales
9.28
High:NBIS
109.95NBISLow:TENB
3.46TENBDetails
Price/CF
25.31
High:NBIS
172.05NBISLow:NU
10.46NUDetails
Price/FCF
57.53
High:S.US
362.94S.USLow:NU
10.48NUDetails
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 |
-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 |
-2.75% | 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 |
-0.82% | Nov 2025 | - | 1 |