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-2.38%
This Month
+76.52%
Year To Date
+259.48%
2 Years
+1161.69%
5 Years
+2345.03%
10 Years
+87.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services65.24%
- 💰 Finance14.87%
- 💻 Electronic Technology14.55%
- 🏥 Health Services5.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.05%
- 🇺🇸 NYSE26.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.71%
- 🇳🇱 Netherlands10.29%
Dividends
Dividend Yield
0%
0 out of 12 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 9.1/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
4.78
4.78
0
1
2
5
5
Jensen's Alpha
63.86
63.86
-2
0
2
64
64
Omega Ratio
2.76
2.76
0
1
1.5
3
3
Treynor Ratio
4.77
4.77
0
0.75
1.25
5
5
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
2.42
2.42
0
0.3
0.6
3
3
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.37
1.37
0
0.5
1
2
2
Sortino Ratio
4.78
4.78
0
1
2
5
5
Jensen's Alpha
63.86
63.86
-2
0
2
64
64
Omega Ratio
2.76
2.76
0
1
1.5
3
3
Treynor Ratio
4.77
4.77
0
0.75
1.25
5
5
Information Ratio
1.19
1.19
0
0.3
0.6
2
2
Calmar Ratio
2.42
2.42
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
131.8
High:
DUOL
129.66DUOLLow:
UPST
-690.56UPSTDetails
PEG Ratio
908.56
High:
NBIS
6,650.33NBISLow:UPST
-712.6UPSTDetails
Price/Book
29.01
High:
APP.RTH
179.97APP.RTHLow:
RBRK
-26.93RBRKDetails
Price/Sales
15.65
High:NBIS
115.86NBISLow:
OSCR
0.46OSCRDetails
Price/CF
47.97
High:NBIS
172.05NBISLow:OSCR
4.44OSCRDetails
Price/FCF
46.56
High:NBIS
242.15NBISLow:OSCR
4.56OSCRDetails
P/E Ratio
131.8
High:DUOL
129.66DUOLLow:UPST
-690.56UPSTDetails
PEG Ratio
908.56
High:NBIS
6,650.33NBISLow:UPST
-712.6UPSTDetails
Price/Book
29.01
High:APP.RTH
179.97APP.RTHLow:RBRK
-26.93RBRKDetails
Price/Sales
15.65
High:NBIS
115.86NBISLow:OSCR
0.46OSCRDetails
Price/CF
47.97
High:NBIS
172.05NBISLow:OSCR
4.44OSCRDetails
Price/FCF
46.56
High:NBIS
242.15NBISLow:OSCR
4.56OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Feb 2025 | May 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 |
-2.38% | Oct 2025 | - | 1 |
-1.68% | Jan 2024 | Feb 2024 | 1 |
-0.66% | Aug 2025 | Sep 2025 | 1 |