Loading...
-2.02%
This Month
+32.86%
Year To Date
+82.87%
2 Years
+68.9%
5 Years
+318.5%
10 Years
+22.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.6%
- 💻 Electronic Technology44.65%
- 📊 ETFs2.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.25%
- 🇺🇸 NYSE2.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.25%
Dividends
Dividend Yield
0.17%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GOOGL (0.27%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
8.8
8.8
-2
0
2
9
9
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
8.8
8.8
-2
0
2
9
9
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.89
High:
NVDA
43.66NVDALow:
ADBE
21.02ADBEDetails
PEG Ratio
72.37
High:
GOOG
89.05GOOGLow:
MU
3.14MUDetails
Price/Book
13.75
High:NVDA
36.04NVDALow:MU
4.92MUDetails
Price/Sales
12.83
High:NVDA
23.06NVDALow:ADBE
6.16ADBEDetails
Price/CF
26.32
High:NVDA
54.84NVDALow:MU
7.87MUDetails
Price/FCF
51.63
High:MU
120.4MULow:ADBE
15.76ADBEDetails
P/E Ratio
34.89
High:NVDA
43.66NVDALow:ADBE
21.02ADBEDetails
PEG Ratio
72.37
High:GOOG
89.05GOOGLow:MU
3.14MUDetails
Price/Book
13.75
High:NVDA
36.04NVDALow:MU
4.92MUDetails
Price/Sales
12.83
High:NVDA
23.06NVDALow:ADBE
6.16ADBEDetails
Price/CF
26.32
High:NVDA
54.84NVDALow:MU
7.87MUDetails
Price/FCF
51.63
High:MU
120.4MULow:ADBE
15.76ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.28% | Dec 2021 | Nov 2024 | 35 |
-15.8% | Feb 2025 | Jul 2025 | 5 |
-8.32% | Mar 2021 | Jun 2021 | 3 |
-7.55% | Jul 2021 | Oct 2021 | 3 |
-6.69% | Sep 2020 | Nov 2020 | 2 |
-3.79% | May 2019 | Jun 2019 | 1 |
-2.02% | Dec 2025 | - | 1 |
-0.88% | Nov 2019 | Dec 2019 | 1 |
-0.3% | Sep 2019 | Oct 2019 | 1 |
-0.14% | Jul 2019 | Aug 2019 | 1 |