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+3.77%
This Month
-10.05%
Year To Date
+23.24%
2 Years
+42.79%
5 Years
+42.79%
10 Years
+10.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.6%
- 🍞 Consumer Non Durables42.13%
- 🪙 Cryptocurrencies9.01%
- 💵 Cash0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.6%
- 🇺🇸 NYSE42.13%
- 🌍 Digital Currency9.01%
Countries Breakdown
- Country
- Total
- 🇮🇱 Israel48.6%
- 🇺🇸 United States42.13%
Dividends
Dividend Yield
1.47%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 1.47% | 3.48% | $1.45 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.91
High:NKE
30.58NKELow:
PERI
-60.39PERIDetails
PEG Ratio
N/A
Details
Price/Book
4.65
High:NKE
4.88NKELow:PERI
0.61PERIDetails
Price/Sales
1.47
High:NKE
1.48NKELow:PERI
1PERIDetails
Price/CF
52.48
High:NKE
54.38NKELow:PERI
8.97PERIDetails
Price/FCF
564.55
High:NKE
947.69NKELow:PERI
9.86PERIDetails
P/E Ratio
30.91
High:NKE
30.58NKELow:PERI
-60.39PERIDetails
PEG Ratio
N/A
Details
Price/Book
4.65
High:NKE
4.88NKELow:PERI
0.61PERIDetails
Price/Sales
1.47
High:NKE
1.48NKELow:PERI
1PERIDetails
Price/CF
52.48
High:NKE
54.38NKELow:PERI
8.97PERIDetails
Price/FCF
564.55
High:NKE
947.69NKELow:PERI
9.86PERIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.23% | Aug 2025 | - | 9 |
-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 |