Loading...
+14.16%
This Month
+36.26%
Year To Date
+87.71%
2 Years
+93.63%
5 Years
+139.78%
10 Years
+16.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs63.04%
- 🧩 Miscellaneous26.57%
- 💵 Cash5.93%
- 💻 Electronic Technology4.88%
- 🖥️ Technology Services2.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.17%
- 🇺🇸 NYSE17.19%
- Regular Trading Hours - RTH4.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.19%
Dividends
Dividend Yield
0.18%
3 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.98%)
Performance Metrics
Score 4.6/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-0.58
-0.58
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
-0.58
-0.58
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.43
High:
NVDA
32.9NVDALow:
CRWD
-907.75CRWDDetails
PEG Ratio
30.03
High:NVDA
30.03NVDALow:NVDA
30.03NVDADetails
Price/Book
26.75
High:CRWD
38.42CRWDLow:NVDA
26.62NVDADetails
Price/Sales
20.81
High:CRWD
36.02CRWDLow:NVDA
20.67NVDADetails
Price/CF
40.7
High:CRWD
70.67CRWDLow:NVDA
40.43NVDADetails
Price/FCF
48.69
High:CRWD
91.78CRWDLow:NVDA
48.33NVDADetails
P/E Ratio
33.43
High:NVDA
32.9NVDALow:CRWD
-907.75CRWDDetails
PEG Ratio
30.03
High:NVDA
30.03NVDALow:NVDA
30.03NVDADetails
Price/Book
26.75
High:CRWD
38.42CRWDLow:NVDA
26.62NVDADetails
Price/Sales
20.81
High:CRWD
36.02CRWDLow:NVDA
20.67NVDADetails
Price/CF
40.7
High:CRWD
70.67CRWDLow:NVDA
40.43NVDADetails
Price/FCF
48.69
High:CRWD
91.78CRWDLow:NVDA
48.33NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.02% | Nov 2021 | Nov 2024 | 36 |
-11.5% | Feb 2025 | Jun 2025 | 4 |
-7.29% | Sep 2020 | Nov 2020 | 2 |
-5.79% | Feb 2026 | Apr 2026 | 2 |
-5.46% | Sep 2021 | Oct 2021 | 1 |
-2.98% | Nov 2025 | Jan 2026 | 2 |
-2.18% | Mar 2021 | Apr 2021 | 1 |
-1.85% | May 2021 | Jun 2021 | 1 |
-1.45% | Dec 2024 | Jan 2025 | 1 |
-0.06% | Jul 2021 | Aug 2021 | 1 |