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-0.99%
This Month
-4.61%
Year To Date
+62.34%
2 Years
+93.45%
5 Years
+58.56%
10 Years
+6.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.41%
- 🖥️ Technology Services25.99%
- 💻 Electronic Technology25.74%
- 🛍️ Retail Trade4.31%
- 🚚 Transportation3.18%
- 🧬 Health Technology1.55%
- 🪙 Cryptocurrencies1.42%
- 💼 Commercial Services0.99%
- 🧪 Process Industries0.62%
- 💰 Finance0.57%
- 🚗 Consumer Durables0.14%
- 🛠️ Producer Manufacturing0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.27%
- 🇺🇸 NYSE40.31%
- 🌍 Digital Currency1.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.03%
- 🇹🇼 Taiwan4.51%
- 🇫🇷 France1.55%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
0.16%
7 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SNY (3.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-2.13
-2.13
-3
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-2.13
-2.13
-3
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.85
High:
TSLA
377.27TSLALow:
SOUN
-29.29SOUNDetails
PEG Ratio
98.09
High:
UBER
555.04UBERLow:SOUN
-30.2SOUNDetails
Price/Book
12.17
High:
NVDA
28.28NVDALow:
NNDM
0.68NNDMDetails
Price/Sales
10.85
High:
AVGO
24.3AVGOLow:
OPAL
0.19OPALDetails
Price/CF
27.22
High:TSLA
107.92TSLALow:OPAL
1.34OPALDetails
Price/FCF
57.1
High:
AMZN
325.85AMZNLow:
PYPL
10.09PYPLDetails
P/E Ratio
32.85
High:TSLA
377.27TSLALow:SOUN
-29.29SOUNDetails
PEG Ratio
98.09
High:UBER
555.04UBERLow:SOUN
-30.2SOUNDetails
Price/Book
12.17
High:NVDA
28.28NVDALow:NNDM
0.68NNDMDetails
Price/Sales
10.85
High:AVGO
24.3AVGOLow:OPAL
0.19OPALDetails
Price/CF
27.22
High:TSLA
107.92TSLALow:OPAL
1.34OPALDetails
Price/FCF
57.1
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.26% | Jan 2021 | May 2024 | 40 |
-14.9% | Dec 2024 | Jun 2025 | 6 |
-6.99% | Nov 2025 | - | 5 |
-1.32% | Jul 2024 | Sep 2024 | 2 |