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+3.6%
This Month
+103.14%
Year To Date
+181.05%
2 Years
+435.48%
5 Years
+592.7%
10 Years
+40.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology86.46%
- 🛍️ Retail Trade13.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.29%
3 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $QCOM (1.52%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QCOM | Pay Day | Jun 25, 2026 | $0.92 |
Performance Metrics
Score 7.7/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
9.45
9.45
-2
0
2
10
10
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
9.45
9.45
-2
0
2
10
10
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.35
High:
AMD
171.72AMDLow:
INTC
-178.48INTCDetails
PEG Ratio
26.1
High:AMD
138.62AMDLow:INTC
-207.36INTCDetails
Price/Book
12.92
High:
AAPL
42.87AAPLLow:INTC
5.04INTCDetails
Price/Sales
7.86
High:AMD
23.05AMDLow:
AMZN
3.72AMZNDetails
Price/CF
20.51
High:AMD
34.27AMDLow:QCOM
9.54QCOMDetails
Price/FCF
43.52
High:AMZN
325.85AMZNLow:QCOM
15.69QCOMDetails
P/E Ratio
42.35
High:AMD
171.72AMDLow:INTC
-178.48INTCDetails
PEG Ratio
26.1
High:AMD
138.62AMDLow:INTC
-207.36INTCDetails
Price/Book
12.92
High:AAPL
42.87AAPLLow:INTC
5.04INTCDetails
Price/Sales
7.86
High:AMD
23.05AMDLow:AMZN
3.72AMZNDetails
Price/CF
20.51
High:AMD
34.27AMDLow:QCOM
9.54QCOMDetails
Price/FCF
43.52
High:AMZN
325.85AMZNLow:QCOM
15.69QCOMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.29% | Dec 2021 | Jul 2023 | 19 |
-17.08% | Jul 2024 | Jun 2025 | 11 |
-10.51% | Feb 2026 | Apr 2026 | 2 |
-9.8% | Aug 2023 | Nov 2023 | 3 |
-9.24% | Sep 2020 | Dec 2020 | 3 |
-8.19% | Apr 2024 | May 2024 | 1 |
-6.92% | Sep 2021 | Oct 2021 | 1 |
-3.59% | Nov 2025 | Jan 2026 | 2 |
-1.01% | Jan 2021 | Apr 2021 | 3 |