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+1.78%
This Month
+17.65%
Year To Date
+58.72%
2 Years
+44.26%
5 Years
+1534.42%
10 Years
+36.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.55%
- 💵 Cash21.07%
- 📊 ETFs20.17%
- 💰 Finance10.31%
- 💻 Electronic Technology7.73%
- 🪙 Cryptocurrencies3.26%
- 🚚 Transportation2.93%
- 🛍️ Retail Trade2.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.4%
- 🇺🇸 NYSE35.28%
- 🇺🇸 Chicago Board Options Exchange3.39%
- 🌍 Digital Currency3.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.8%
- 🇳🇱 Netherlands3.98%
- 🇮🇱 Israel3.12%
- 🇱🇺 Luxembourg2.85%
- 🇰🇾 Cayman Islands1.35%
Dividends
Dividend Yield
0.07%
6 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.66%)
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
2.99
2.99
0
1
2
3
3
Jensen's Alpha
24.86
24.86
-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
0.73
0.73
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
2.99
2.99
0
1
2
3
3
Jensen's Alpha
24.86
24.86
-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
0.73
0.73
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
37.01
High:
RDDT
164.11RDDTLow:
NET
-657.31NETDetails
PEG Ratio
1,670.33
High:
AAPL
28,048.95AAPLLow:
TEAM
-1,078.63TEAMDetails
Price/Book
12.04
High:NET
62.53NETLow:
ETOR
2.38ETORDetails
Price/Sales
9.81
High:
NBIS
122.69NBISLow:
AMZN
3.59AMZNDetails
Price/CF
25.62
High:NBIS
172.05NBISLow:
NU
10.46NUDetails
Price/FCF
55.48
High:NET
384.39NETLow:NU
10.48NUDetails
P/E Ratio
37.01
High:RDDT
164.11RDDTLow:NET
-657.31NETDetails
PEG Ratio
1,670.33
High:AAPL
28,048.95AAPLLow:TEAM
-1,078.63TEAMDetails
Price/Book
12.04
High:NET
62.53NETLow:ETOR
2.38ETORDetails
Price/Sales
9.81
High:NBIS
122.69NBISLow:AMZN
3.59AMZNDetails
Price/CF
25.62
High:NBIS
172.05NBISLow:NU
10.46NUDetails
Price/FCF
55.48
High:NET
384.39NETLow: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 |