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-0.25%
This Month
+17.11%
Year To Date
+53.92%
2 Years
+94.5%
5 Years
+258.83%
10 Years
+22.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash32.97%
- 📊 ETFs28.9%
- 💻 Electronic Technology14.57%
- 🖥️ Technology Services11.84%
- 💰 Finance8.27%
- 🪙 Cryptocurrencies5.41%
- 🧬 Health Technology3.8%
- 🛍️ Retail Trade2.36%
- 💇♀️ Consumer Services2.3%
- 🚗 Consumer Durables0.14%
- 🛠️ Producer Manufacturing0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.02%
- 🇺🇸 Nasdaq29.41%
- 🌍 Digital Currency5.41%
- 🇬🇧 LSE1.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.4%
- 🇹🇼 Taiwan1.73%
- 🇨🇳 China0.14%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.31%
10 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (5.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
6.58
6.58
-2
0
2
7
7
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
6.58
6.58
-2
0
2
7
7
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.7
High:
O
53.95OLow:
NIO
-3.46NIODetails
PEG Ratio
196.23
High:O
2,957.46OLow:NIO
-136.88NIODetails
Price/Book
10.01
High:
AAPL
55.76AAPLLow:
C
1.03CDetails
Price/Sales
8.05
High:
V
16.91VLow:NIO
1.21NIODetails
Price/CF
25.57
High:
SEDG
34.29SEDGLow:C
5.87CDetails
Price/FCF
51.05
High:
PCH
704.08PCHLow:C
9.31CDetails
P/E Ratio
31.7
High:O
53.95OLow:NIO
-3.46NIODetails
PEG Ratio
196.23
High:O
2,957.46OLow:NIO
-136.88NIODetails
Price/Book
10.01
High:AAPL
55.76AAPLLow:C
1.03CDetails
Price/Sales
8.05
High:V
16.91VLow:NIO
1.21NIODetails
Price/CF
25.57
High:SEDG
34.29SEDGLow:C
5.87CDetails
Price/FCF
51.05
High:PCH
704.08PCHLow:C
9.31CDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.42% | Nov 2021 | Feb 2024 | 27 |
-18.84% | Feb 2020 | Jul 2020 | 5 |
-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 |
-0.65% | Nov 2025 | - | 2 |