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+0.64%
This Month
-3.79%
Year To Date
+36.75%
2 Years
+34.48%
5 Years
+34.48%
10 Years
+6.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs79.78%
- 🪙 Cryptocurrencies7.68%
- 🖥️ Technology Services5.44%
- 💻 Electronic Technology2.72%
- 💰 Finance2.5%
- 🏭 Industrial Services1.06%
- 🧬 Health Technology0.72%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.07%
- 🇺🇸 Nasdaq17.16%
- 🌍 Digital Currency7.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.72%
- 🇩🇰 Denmark0.72%
Dividends
Dividend Yield
0.07%
4 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-2.26
-2.26
-3
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-2.26
-2.26
-3
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.44
0.44
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.7
High:
UPST
59.49UPSTLow:
NVO
10.65NVODetails
PEG Ratio
89.92
High:NVO
191.12NVOLow:UPST
43.18UPSTDetails
Price/Book
11.78
High:
AAPL
42.67AAPLLow:UPST
3.14UPSTDetails
Price/Sales
8.77
High:
GOOG
8.93GOOGLow:UPST
2.75UPSTDetails
Price/CF
25.09
High:UPST
36.1UPSTLow:NVO
12.52NVODetails
Price/FCF
50.18
High:NVO
207.17NVOLow:UPST
36.14UPSTDetails
P/E Ratio
28.7
High:UPST
59.49UPSTLow:NVO
10.65NVODetails
PEG Ratio
89.92
High:NVO
191.12NVOLow:UPST
43.18UPSTDetails
Price/Book
11.78
High:AAPL
42.67AAPLLow:UPST
3.14UPSTDetails
Price/Sales
8.77
High:GOOG
8.93GOOGLow:UPST
2.75UPSTDetails
Price/CF
25.09
High:UPST
36.1UPSTLow:NVO
12.52NVODetails
Price/FCF
50.18
High:NVO
207.17NVOLow:UPST
36.14UPSTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.59% | Jan 2022 | Feb 2024 | 25 |
-8.41% | Feb 2025 | Jun 2025 | 4 |
-6.25% | Feb 2026 | - | 3 |
-3.62% | Apr 2024 | May 2024 | 1 |
-1.99% | Dec 2024 | Jan 2025 | 1 |
-0.31% | Oct 2024 | Nov 2024 | 1 |
-0.17% | Dec 2025 | Jan 2026 | 1 |