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-2.67%
This Month
-10.34%
Year To Date
+15.51%
2 Years
+42.32%
5 Years
+42.32%
10 Years
+10.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables52.19%
- 🖥️ Technology Services39.47%
- 🪙 Cryptocurrencies8.33%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.19%
- 🇺🇸 Nasdaq39.47%
- 🌍 Digital Currency8.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.19%
- 🇮🇱 Israel39.47%
Dividends
Dividend Yield
1.44%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 1.44% | 2.75% | $1.45 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.56
High:NKE
34.38NKELow:
PERI
-49.94PERIDetails
PEG Ratio
N/A
Details
Price/Book
5.98
High:NKE
6.16NKELow:PERI
0.58PERIDetails
Price/Sales
1.86
High:NKE
1.87NKELow:PERI
0.84PERIDetails
Price/CF
31.08
High:NKE
31.32NKELow:PERI
8.97PERIDetails
Price/FCF
731.57
High:NKE
947.69NKELow:PERI
9.85PERIDetails
P/E Ratio
34.56
High:NKE
34.38NKELow:PERI
-49.94PERIDetails
PEG Ratio
N/A
Details
Price/Book
5.98
High:NKE
6.16NKELow:PERI
0.58PERIDetails
Price/Sales
1.86
High:NKE
1.87NKELow:PERI
0.84PERIDetails
Price/CF
31.08
High:NKE
31.32NKELow:PERI
8.97PERIDetails
Price/FCF
731.57
High:NKE
947.69NKELow:PERI
9.85PERIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.87% | Aug 2025 | - | 8 |
-17.49% | Feb 2025 | Jun 2025 | 4 |
-17.34% | Apr 2022 | Mar 2023 | 11 |
-7.3% | Apr 2024 | Aug 2024 | 4 |
-4.68% | Dec 2024 | Jan 2025 | 1 |
-3.74% | Sep 2023 | Nov 2023 | 2 |