Loading...
-1.65%
This Month
-1.65%
Year To Date
+228.54%
2 Years
+113.8%
5 Years
+169.68%
10 Years
+20.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services23.94%
- 💻 Electronic Technology22.61%
- 🖥️ Technology Services20.82%
- 🍞 Consumer Non Durables11.21%
- 💼 Commercial Services6.39%
- 🧬 Health Technology5.5%
- 💵 Cash2.38%
- 🪨 Non Energy Minerals2.22%
- 🪙 Cryptocurrencies1.67%
- 🧪 Process Industries1.3%
- 🛍️ Retail Trade1.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.78%
- 🇺🇸 NYSE47.38%
- 🌍 Digital Currency1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.84%
- 🇨🇦 Canada5.11%
- 🇨🇭 Switzerland2.22%
Dividends
Dividend Yield
0.92%
7 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
4.43
4.43
-2
0
2
5
5
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
4.43
4.43
-2
0
2
5
5
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.27
1.27
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.94
High:
AMD
124.91AMDLow:
COUR
-21.72COURDetails
PEG Ratio
85.53
High:
SHOP
364.84SHOPLow:COUR
-50.1COURDetails
Price/Book
19.25
High:
NVDA
39.15NVDALow:
ACB
0.64ACBDetails
Price/Sales
15.14
High:NVDA
25.06NVDALow:
LAR
-LARDetails
Price/CF
45.99
High:SHOP
101.93SHOPLow:
GAP
7.1GAPDetails
Price/FCF
56.64
High:
NKE
947.69NKELow:
PYPL
11.57PYPLDetails
P/E Ratio
43.94
High:AMD
124.91AMDLow:COUR
-21.72COURDetails
PEG Ratio
85.53
High:SHOP
364.84SHOPLow:COUR
-50.1COURDetails
Price/Book
19.25
High:NVDA
39.15NVDALow:ACB
0.64ACBDetails
Price/Sales
15.14
High:NVDA
25.06NVDALow:LAR
-LARDetails
Price/CF
45.99
High:SHOP
101.93SHOPLow:GAP
7.1GAPDetails
Price/FCF
56.64
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.63% | Feb 2021 | May 2024 | 39 |
-61.53% | Jul 2020 | Dec 2020 | 5 |
-22.84% | Feb 2025 | Jul 2025 | 5 |
-3.75% | Dec 2024 | Jan 2025 | 1 |
-3.67% | Nov 2025 | - | 3 |
-0.34% | Jul 2024 | Aug 2024 | 1 |