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+12.27%
This Month
+64.99%
Year To Date
+236%
2 Years
+583.85%
5 Years
+2185.36%
10 Years
+81.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services67.34%
- 💻 Electronic Technology22.75%
- 💵 Cash5.19%
- 🏥 Health Services5.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.36%
- 🇺🇸 NYSE29.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.04%
- 🇳🇱 Netherlands9.07%
Dividends
Dividend Yield
0%
0 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.9/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.93
3.93
0
1
2
4
4
Jensen's Alpha
55.45
55.45
-2
0
2
56
56
Omega Ratio
2.44
2.44
0
1
1.5
3
3
Treynor Ratio
4.36
4.36
0
0.75
1.25
5
5
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
2.13
2.13
0
0.3
0.6
3
3
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
3.93
3.93
0
1
2
4
4
Jensen's Alpha
55.45
55.45
-2
0
2
56
56
Omega Ratio
2.44
2.44
0
1
1.5
3
3
Treynor Ratio
4.36
4.36
0
0.75
1.25
5
5
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
2.13
2.13
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
118.75
High:
ALAB
148.75ALABLow:
ZETA
-165.98ZETADetails
PEG Ratio
-19.37
High:
APP
67.67APPLow:
CRWV
-250.69CRWVDetails
Price/Book
42.38
High:APP
166.43APPLow:
RBRK
-31.94RBRKDetails
Price/Sales
18.58
High:
NBIS
61.07NBISLow:
OSCR
0.39OSCRDetails
Price/CF
68.4
High:NBIS
172.05NBISLow:OSCR
6.38OSCRDetails
Price/FCF
71.95
High:NBIS
242.15NBISLow:OSCR
6.67OSCRDetails
P/E Ratio
118.75
High:ALAB
148.75ALABLow:ZETA
-165.98ZETADetails
PEG Ratio
-19.37
High:APP
67.67APPLow:CRWV
-250.69CRWVDetails
Price/Book
42.38
High:APP
166.43APPLow:RBRK
-31.94RBRKDetails
Price/Sales
18.58
High:NBIS
61.07NBISLow:OSCR
0.39OSCRDetails
Price/CF
68.4
High:NBIS
172.05NBISLow:OSCR
6.38OSCRDetails
Price/FCF
71.95
High:NBIS
242.15NBISLow:OSCR
6.67OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Feb 2025 | May 2025 | 3 |
-18.73% | Oct 2025 | - | 3 |
-12.78% | Apr 2024 | Sep 2024 | 5 |
-10.45% | Sep 2020 | Nov 2020 | 2 |
-5.16% | Dec 2024 | Jan 2025 | 1 |
-4.03% | Jun 2020 | Jul 2020 | 1 |
-1.68% | Jan 2024 | Feb 2024 | 1 |
-0.66% | Aug 2025 | Sep 2025 | 1 |