Loading...
+0.86%
This Month
-3.37%
Year To Date
+29.59%
2 Years
+13.91%
5 Years
+43.82%
10 Years
+6.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs95.04%
- 💵 Cash3.91%
- 💻 Electronic Technology2.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE95.04%
- 🇺🇸 Nasdaq2.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.04%
Dividends
Dividend Yield
0%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.85
-5.85
-6
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.85
-5.85
-6
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.19
High:NVDA
36.19NVDALow:NVDA
36.19NVDADetails
PEG Ratio
54.73
High:NVDA
54.73NVDALow:NVDA
54.73NVDADetails
Price/Book
27.41
High:NVDA
27.41NVDALow:NVDA
27.41NVDADetails
Price/Sales
20.07
High:NVDA
20.07NVDALow:NVDA
20.07NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
36.19
High:NVDA
36.19NVDALow:NVDA
36.19NVDADetails
PEG Ratio
54.73
High:NVDA
54.73NVDALow:NVDA
54.73NVDADetails
Price/Book
27.41
High:NVDA
27.41NVDALow:NVDA
27.41NVDADetails
Price/Sales
20.07
High:NVDA
20.07NVDALow:NVDA
20.07NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.93% | Nov 2021 | Sep 2025 | 46 |
-8.21% | Sep 2021 | Oct 2021 | 1 |
-5.61% | Feb 2026 | - | 3 |
-2.6% | May 2021 | Jun 2021 | 1 |
-2.4% | Oct 2020 | Nov 2020 | 1 |
-0.42% | Jul 2021 | Aug 2021 | 1 |
-0.12% | Nov 2025 | Jan 2026 | 2 |