Loading...
+26.41%
This Month
+20.46%
Year To Date
+37.89%
2 Years
+68.66%
5 Years
+68.66%
10 Years
+23.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology48.55%
- 🚗 Consumer Durables25.34%
- 🖥️ Technology Services23.47%
- 💵 Cash0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.81%
- 🇺🇸 NYSE48.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.89%
- 🇮🇱 Israel23.47%
Dividends
Dividend Yield
0.33%
1 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LLY (0.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLY | 0.33% | 0.68% | $4.86 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-3.64
-3.64
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-3.64
-3.64
-4
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
45.49
High:LLY
41.04LLYLow:
LCID
-0.6LCIDDetails
PEG Ratio
22.02
High:LLY
42.54LLYLow:LCID
-7.93LCIDDetails
Price/Book
31.94
High:LLY
33.01LLYLow:
MNDY
2.81MNDYDetails
Price/Sales
13.22
High:LLY
13.44LLYLow:LCID
1.75LCIDDetails
Price/CF
60.19
High:LLY
60.39LLYLow:MNDY
22.07MNDYDetails
Price/FCF
277.16
High:LLY
282.99LLYLow:MNDY
23.76MNDYDetails
P/E Ratio
45.49
High:LLY
41.04LLYLow:LCID
-0.6LCIDDetails
PEG Ratio
22.02
High:LLY
42.54LLYLow:LCID
-7.93LCIDDetails
Price/Book
31.94
High:LLY
33.01LLYLow:MNDY
2.81MNDYDetails
Price/Sales
13.22
High:LLY
13.44LLYLow:LCID
1.75LCIDDetails
Price/CF
60.19
High:LLY
60.39LLYLow:MNDY
22.07MNDYDetails
Price/FCF
277.16
High:LLY
282.99LLYLow:MNDY
23.76MNDYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.06% | Mar 2024 | Dec 2025 | 21 |
-4.7% | Jan 2026 | Apr 2026 | 3 |
-3.65% | Jan 2024 | Feb 2024 | 1 |