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-4.03%
This Month
+8.57%
Year To Date
+37.76%
2 Years
+58.49%
5 Years
+58.49%
10 Years
+11.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.01%
- 🖥️ Technology Services26.13%
- 💰 Finance9.37%
- 🪙 Cryptocurrencies4.78%
- ❓ Other4.29%
- 📊 ETFs3.4%
- 🛍️ Retail Trade3.36%
- 🚗 Consumer Durables3.33%
- 🧩 Miscellaneous2.86%
- 🛠️ Producer Manufacturing0.85%
- 💇♀️ Consumer Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.46%
- 🇺🇸 NYSE12.86%
- 🌍 Digital Currency4.78%
- Regular Trading Hours - RTH3.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.55%
- 🇬🇧 United Kingdom8.87%
- 🇨🇳 China1.01%
- 🇨🇦 Canada0.33%
- 🇮🇱 Israel0.12%
Dividends
Dividend Yield
0.13%
12 out of 49 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BYD (1.11%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL | Pay Day | Oct 29, 2026 | $0.06 |
 AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 BYD | Ex-Dividend | Dec 15, 2026 | $0.20 |
 CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
MRVL | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
Performance Metrics
Score 3.5/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.32
High:
PANW
793.68PANWLow:
NET
-616.83NETDetails
PEG Ratio
1.24
High:
ARM
6.47ARMLow:BYD
0.01BYDDetails
Price/Book
10.01
High:NET
78.98NETLow:
BIDU
0.74BIDUDetails
Price/Sales
10.39
High:
PLTR
79.03PLTRLow:BYD
1.25BYDDetails
Price/CF
27.57
High:ARM
182.53ARMLow:CRM
9.59CRMDetails
Price/FCF
52.48
High:
AMZN
325.85AMZNLow:CRM
11.08CRMDetails
P/E Ratio
25.32
High:PANW
793.68PANWLow:NET
-616.83NETDetails
PEG Ratio
1.24
High:ARM
6.47ARMLow:BYD
0.01BYDDetails
Price/Book
10.01
High:NET
78.98NETLow:BIDU
0.74BIDUDetails
Price/Sales
10.39
High:PLTR
79.03PLTRLow:BYD
1.25BYDDetails
Price/CF
27.57
High:ARM
182.53ARMLow:CRM
9.59CRMDetails
Price/FCF
52.48
High:AMZN
325.85AMZNLow:CRM
11.08CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.06% | Apr 2022 | Jun 2024 | 26 |
-17.24% | Feb 2025 | Jun 2025 | 4 |
-13.2% | Nov 2025 | Apr 2026 | 5 |
-11.44% | Jun 2026 | - | 5 |
-0.87% | Aug 2024 | Sep 2024 | 1 |
-0.68% | Dec 2024 | Jan 2025 | 1 |