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0%
This Month
-3.87%
Year To Date
+41.75%
2 Years
+124.14%
5 Years
+1955.43%
10 Years
+29.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology84.81%
- 💵 Cash70.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.81%
Dividends
Dividend Yield
0.33%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.33% | 0.39% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
18.28
18.28
-2
0
2
19
19
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
1.5
1.5
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
18.28
18.28
-2
0
2
19
19
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.39
High:AAPL
33.39AAPLLow:AAPL
33.39AAPLDetails
PEG Ratio
130.52
High:AAPL
130.52AAPLLow:AAPL
130.52AAPLDetails
Price/Book
43.99
High:AAPL
43.99AAPLLow:AAPL
43.99AAPLDetails
Price/Sales
8.97
High:AAPL
8.97AAPLLow:AAPL
8.97AAPLDetails
Price/CF
29.89
High:AAPL
29.89AAPLLow:AAPL
29.89AAPLDetails
Price/FCF
37.55
High:AAPL
37.55AAPLLow:AAPL
37.55AAPLDetails
P/E Ratio
33.39
High:AAPL
33.39AAPLLow:AAPL
33.39AAPLDetails
PEG Ratio
130.52
High:AAPL
130.52AAPLLow:AAPL
130.52AAPLDetails
Price/Book
43.99
High:AAPL
43.99AAPLLow:AAPL
43.99AAPLDetails
Price/Sales
8.97
High:AAPL
8.97AAPLLow:AAPL
8.97AAPLDetails
Price/CF
29.89
High:AAPL
29.89AAPLLow:AAPL
29.89AAPLDetails
Price/FCF
37.55
High:AAPL
37.55AAPLLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.73% | Sep 2018 | Oct 2019 | 13 |
-29.42% | Jan 2022 | May 2023 | 16 |
-26.64% | Jun 2015 | Feb 2017 | 20 |
-23.38% | Feb 2020 | May 2020 | 3 |
-20.25% | Dec 2013 | May 2014 | 5 |
-19.77% | Jan 2025 | Oct 2025 | 9 |
-18.77% | Sep 2020 | Dec 2020 | 3 |
-14.22% | Aug 2023 | Jun 2024 | 10 |
-12.76% | Mar 2018 | May 2018 | 2 |
-11.62% | Sep 2017 | Oct 2017 | 1 |
-9.42% | Jan 2021 | Jun 2021 | 5 |
-7.69% | Sep 2021 | Nov 2021 | 2 |
-7.02% | Dec 2014 | Feb 2015 | 2 |
-5.88% | Dec 2025 | - | 2 |
-5.37% | Jun 2017 | Aug 2017 | 2 |
-5.22% | Dec 2017 | Feb 2018 | 2 |
-2.92% | Mar 2015 | May 2015 | 2 |
-2.66% | Oct 2024 | Nov 2024 | 1 |
-1.61% | Sep 2014 | Oct 2014 | 1 |
-1.1% | Jun 2018 | Jul 2018 | 1 |
-0.06% | Apr 2017 | May 2017 | 1 |