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+0.4%
This Month
+28.97%
Year To Date
+67.27%
2 Years
+55.65%
5 Years
+81.3%
10 Years
+12.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs76.81%
- 💵 Cash20.37%
- 🖥️ Technology Services5.04%
- 💻 Electronic Technology3.47%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.73%
- 🇺🇸 NYSE20.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.04%
- 🇮🇱 Israel2.48%
Dividends
Dividend Yield
0%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-6.55
-6.55
-7
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-6.55
-6.55
-7
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
60.54
High:
NVDA
58.88NVDALow:
CRWD
-461.24CRWDDetails
PEG Ratio
91.23
High:NVDA
91.23NVDALow:NVDA
91.23NVDADetails
Price/Book
49.32
High:NVDA
50.3NVDALow:
CYBR
11.26CYBRDetails
Price/Sales
30.69
High:CRWD
31.77CRWDLow:CYBR
21.67CYBRDetails
Price/CF
55.69
High:CYBR
91.79CYBRLow:NVDA
55.25NVDADetails
Price/FCF
60.54
High:CRWD
109.45CRWDLow:NVDA
59.91NVDADetails
P/E Ratio
60.54
High:NVDA
58.88NVDALow:CRWD
-461.24CRWDDetails
PEG Ratio
91.23
High:NVDA
91.23NVDALow:NVDA
91.23NVDADetails
Price/Book
49.32
High:NVDA
50.3NVDALow:CYBR
11.26CYBRDetails
Price/Sales
30.69
High:CRWD
31.77CRWDLow:CYBR
21.67CYBRDetails
Price/CF
55.69
High:CYBR
91.79CYBRLow:NVDA
55.25NVDADetails
Price/FCF
60.54
High:CRWD
109.45CRWDLow:NVDA
59.91NVDADetails
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 |
-5.46% | Sep 2021 | Oct 2021 | 1 |
-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 |