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+2.89%
This Month
+11.88%
Year To Date
+44.25%
2 Years
+31.27%
5 Years
+1454.24%
10 Years
+36.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.85%
- 💵 Cash24.12%
- 📊 ETFs20.7%
- 💰 Finance10.08%
- 🪙 Cryptocurrencies4.21%
- 💻 Electronic Technology4.11%
- 🚚 Transportation3.07%
- 🛍️ Retail Trade2.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.29%
- 🇺🇸 NYSE35.37%
- 🌍 Digital Currency4.21%
- 🇺🇸 Chicago Board Options Exchange3.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.95%
- 🇮🇱 Israel4.06%
- 🇱🇺 Luxembourg3.2%
- 🇳🇱 Netherlands2.26%
- 🇰🇾 Cayman Islands1.3%
Dividends
Dividend Yield
0.76%
9 out of 31 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $IEF (3.7%)
Performance Metrics
Score 8.5/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.96
2.96
0
1
2
3
3
Jensen's Alpha
25.06
25.06
-2
0
2
26
26
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
3.35
3.35
0
0.75
1.25
4
4
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
2.96
2.96
0
1
2
3
3
Jensen's Alpha
25.06
25.06
-2
0
2
26
26
Omega Ratio
2.21
2.21
0
1
1.5
3
3
Treynor Ratio
3.35
3.35
0
0.75
1.25
4
4
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.25
High:
RDDT
178.19RDDTLow:
NET
-606.32NETDetails
PEG Ratio
1,081.13
High:
AAPL
23,820.53AAPLLow:
TEAM
-1,153.84TEAMDetails
Price/Book
9.56
High:NET
57.68NETLow:
FSLR
2.4FSLRDetails
Price/Sales
7.88
High:
NBIS
69.26NBISLow:
AMZN
3.7AMZNDetails
Price/CF
21.99
High:NBIS
172.05NBISLow:
NU
10.46NUDetails
Price/FCF
53.18
High:NET
384.39NETLow:NU
10.48NUDetails
P/E Ratio
31.25
High:RDDT
178.19RDDTLow:NET
-606.32NETDetails
PEG Ratio
1,081.13
High:AAPL
23,820.53AAPLLow:TEAM
-1,153.84TEAMDetails
Price/Book
9.56
High:NET
57.68NETLow:FSLR
2.4FSLRDetails
Price/Sales
7.88
High:NBIS
69.26NBISLow:AMZN
3.7AMZNDetails
Price/CF
21.99
High:NBIS
172.05NBISLow:NU
10.46NUDetails
Price/FCF
53.18
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 |