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-7.12%
This Month
-11.24%
Year To Date
+25.91%
2 Years
+38.26%
5 Years
+217.79%
10 Years
+19.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.83%
- 💻 Electronic Technology18.27%
- 🖥️ Technology Services14.01%
- 🧩 Miscellaneous13.5%
- 💰 Finance10.32%
- 🧬 Health Technology5.82%
- 🪙 Cryptocurrencies5.37%
- 💵 Cash3.23%
- 🛍️ Retail Trade2.92%
- 💇♀️ Consumer Services2.64%
- 🚗 Consumer Durables0.23%
- 🛠️ Producer Manufacturing0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.78%
- 🇺🇸 Nasdaq35.32%
- 🌍 Digital Currency5.37%
- 🇬🇧 LSE2.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.3%
- 🇹🇼 Taiwan2.69%
- 🇨🇳 China0.23%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
0.54%
11 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (5.26%)
Performance Metrics
Score 7.4/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
6.15
6.15
-2
0
2
7
7
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
6.15
6.15
-2
0
2
7
7
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.23
High:
O
52.59OLow:
SEDG
-7.42SEDGDetails
PEG Ratio
95.04
High:
V
532.18VLow:
NIO
-17.09NIODetails
Price/Book
8.44
High:
AAPL
42.31AAPLLow:
C
1.03CDetails
Price/Sales
7.04
High:
TSM
14.3TSMLow:C
1.21CDetails
Price/CF
25.02
High:AAPL
29.89AAPLLow:C
7.36CDetails
Price/FCF
48.49
High:
AMZN
325.85AMZNLow:C
12.54CDetails
P/E Ratio
27.23
High:O
52.59OLow:SEDG
-7.42SEDGDetails
PEG Ratio
95.04
High:V
532.18VLow:NIO
-17.09NIODetails
Price/Book
8.44
High:AAPL
42.31AAPLLow:C
1.03CDetails
Price/Sales
7.04
High:TSM
14.3TSMLow:C
1.21CDetails
Price/CF
25.02
High:AAPL
29.89AAPLLow:C
7.36CDetails
Price/FCF
48.49
High:AMZN
325.85AMZNLow:C
12.54CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.42% | Nov 2021 | Feb 2024 | 27 |
-18.84% | Feb 2020 | Jul 2020 | 5 |
-12.01% | Nov 2025 | - | 6 |
-7.72% | May 2021 | Aug 2021 | 3 |
-6.1% | Feb 2025 | Jun 2025 | 4 |
-5.88% | Sep 2020 | Nov 2020 | 2 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-4.11% | Apr 2024 | May 2024 | 1 |
-2.73% | Aug 2019 | Sep 2019 | 1 |
-0.74% | Dec 2024 | Jan 2025 | 1 |