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-5.97%
This Month
-4.34%
Year To Date
+80.98%
2 Years
+103.66%
5 Years
+270.09%
10 Years
+27.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.37%
- 💻 Electronic Technology29.81%
- 🛍️ Retail Trade14.48%
- 💰 Finance5.19%
- 💼 Commercial Services2.42%
- 🚚 Transportation0.46%
- 🚗 Consumer Durables0.26%
- 💵 Cash0.02%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.26%
- 🇺🇸 NYSE12.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.53%
- 🇨🇳 China5%
- 🇸🇬 Singapore0.46%
Dividends
Dividend Yield
0.35%
11 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QCOM (2.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
9.69
9.69
-2
0
2
10
10
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
1.78
1.78
0
1
2
3
3
Jensen's Alpha
9.69
9.69
-2
0
2
10
10
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.65
0.65
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.57
High:
TWLO
264.91TWLOLow:
NIO
-3.49NIODetails
PEG Ratio
93.46
High:
V
579.75VLow:NIO
-138.43NIODetails
Price/Book
9.72
High:
MA
62.1MALow:
TVRD
1.27TVRDDetails
Price/Sales
7.98
High:
PLTR
78.02PLTRLow:
CHWY
0.88CHWYDetails
Price/CF
23.21
High:PLTR
214.31PLTRLow:
PYPL
8.54PYPLDetails
Price/FCF
59.85
High:
BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
30.57
High:TWLO
264.91TWLOLow:NIO
-3.49NIODetails
PEG Ratio
93.46
High:V
579.75VLow:NIO
-138.43NIODetails
Price/Book
9.72
High:MA
62.1MALow:TVRD
1.27TVRDDetails
Price/Sales
7.98
High:PLTR
78.02PLTRLow:CHWY
0.88CHWYDetails
Price/CF
23.21
High:PLTR
214.31PLTRLow:PYPL
8.54PYPLDetails
Price/FCF
59.85
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.24% | Dec 2021 | May 2024 | 29 |
-10.71% | Feb 2025 | May 2025 | 3 |
-6.54% | Sep 2021 | Oct 2021 | 1 |
-5.97% | Feb 2026 | - | 1 |
-4.97% | Sep 2020 | Nov 2020 | 2 |
-2.67% | Nov 2025 | Jan 2026 | 2 |
-2.36% | Jul 2021 | Aug 2021 | 1 |
-1.83% | Jul 2024 | Sep 2024 | 2 |
-1.04% | Mar 2021 | Apr 2021 | 1 |
-0.23% | May 2021 | Jun 2021 | 1 |