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-2.36%
This Month
-4.96%
Year To Date
+41.22%
2 Years
+65.78%
5 Years
+105.97%
10 Years
+14.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.62%
- 💻 Electronic Technology23.93%
- 💰 Finance23.1%
- 📊 ETFs10.91%
- 🛍️ Retail Trade9.96%
- 💵 Cash0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.51%
- 🇺🇸 NYSE34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.82%
- 🇰🇾 Cayman Islands11.79%
Dividends
Dividend Yield
0.39%
6 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GS (1.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.56
High:
NVDA
37.34NVDALow:
GS
16.91GSDetails
PEG Ratio
81.81
High:
AAPL
129.82AAPLLow:NVDA
56.47NVDADetails
Price/Book
11.18
High:AAPL
43.77AAPLLow:GS
2.34GSDetails
Price/Sales
8.41
High:NVDA
20.71NVDALow:GS
2.15GSDetails
Price/CF
25.03
High:NVDA
44.64NVDALow:
NU
9.67NUDetails
Price/FCF
53.41
High:
AMZN
325.85AMZNLow:NU
9.68NUDetails
P/E Ratio
30.56
High:NVDA
37.34NVDALow:GS
16.91GSDetails
PEG Ratio
81.81
High:AAPL
129.82AAPLLow:NVDA
56.47NVDADetails
Price/Book
11.18
High:AAPL
43.77AAPLLow:GS
2.34GSDetails
Price/Sales
8.41
High:NVDA
20.71NVDALow:GS
2.15GSDetails
Price/CF
25.03
High:NVDA
44.64NVDALow:NU
9.67NUDetails
Price/FCF
53.41
High:AMZN
325.85AMZNLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.57% | Nov 2021 | Feb 2024 | 27 |
-9.86% | Feb 2026 | - | 2 |
-8.81% | Feb 2025 | May 2025 | 3 |
-7.01% | Sep 2020 | Nov 2020 | 2 |
-5.34% | Sep 2021 | Oct 2021 | 1 |
-4.9% | Apr 2024 | May 2024 | 1 |
-2.17% | Dec 2024 | Jan 2025 | 1 |
-1.36% | Nov 2025 | Jan 2026 | 2 |
-0.9% | Jul 2024 | Aug 2024 | 1 |