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+4.39%
This Month
+35.37%
Year To Date
+108.24%
2 Years
+145.17%
5 Years
+497.47%
10 Years
+25.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology65.31%
- 🧬 Health Technology23.29%
- ❓ Other6.24%
- 🖥️ Technology Services5.16%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.58%
- 🇺🇸 NYSE11.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.35%
- 🇹🇼 Taiwan11.42%
Dividends
Dividend Yield
0.15%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
10
10
-2
0
2
10
10
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.6
1.6
0
1
2
3
3
Jensen's Alpha
10
10
-2
0
2
10
10
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
1.86
1.86
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.78
High:
TSM
36.08TSMLow:
SKHY
-23.55SKHYDetails
PEG Ratio
34.76
High:TSM
65.84TSMLow:
MU
3.16MUDetails
Price/Book
20.38
High:
NVDA
26.14NVDALow:
GOOG
8.99GOOGDetails
Price/Sales
18.3
High:NVDA
20.3NVDALow:SKHY
-SKHYDetails
Price/CF
34.38
High:NVDA
40.43NVDALow:GOOG
20.13GOOGDetails
Price/FCF
46.17
High:TSM
86.82TSMLow:MU
41.3MUDetails
P/E Ratio
31.78
High:TSM
36.08TSMLow:SKHY
-23.55SKHYDetails
PEG Ratio
34.76
High:TSM
65.84TSMLow:MU
3.16MUDetails
Price/Book
20.38
High:NVDA
26.14NVDALow:GOOG
8.99GOOGDetails
Price/Sales
18.3
High:NVDA
20.3NVDALow:SKHY
-SKHYDetails
Price/CF
34.38
High:NVDA
40.43NVDALow:GOOG
20.13GOOGDetails
Price/FCF
46.17
High:TSM
86.82TSMLow:MU
41.3MUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.28% | Dec 2021 | Nov 2024 | 35 |
-17.19% | Feb 2026 | Apr 2026 | 2 |
-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 |
-3.56% | Jul 2026 | Aug 2026 | 1 |
-0.88% | Nov 2019 | Dec 2019 | 1 |
-0.3% | Sep 2019 | Oct 2019 | 1 |
-0.14% | Jul 2019 | Aug 2019 | 1 |