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+5.86%
This Month
+53.87%
Year To Date
+121.39%
2 Years
+228.64%
5 Years
+242.17%
10 Years
+23.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology90.04%
- 🛍️ Retail Trade3.93%
- 🖥️ Technology Services3.44%
- 🛠️ Producer Manufacturing1.72%
- 💇♀️ Consumer Services0.79%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.95%
- 🇺🇸 NYSE16.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.63%
- 🇹🇼 Taiwan9.12%
- 🇮🇱 Israel1.17%
Dividends
Dividend Yield
0.14%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
5.25
5.25
-2
0
2
6
6
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
5.25
5.25
-2
0
2
6
6
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.94
High:
AMD
183.1AMDLow:
ETOR
13.97ETORDetails
PEG Ratio
43.57
High:
ANET
278.88ANETLow:
MU
3.16MUDetails
Price/Book
12.63
High:
APP
72.14APPLow:
BKNG
-15.95BKNGDetails
Price/Sales
12.22
High:APP
27.86APPLow:
AMZN
3.59AMZNDetails
Price/CF
24.64
High:
MRVL
71.65MRVLLow:ETOR
9.24ETORDetails
Price/FCF
50.85
High:
ORCL
348.36ORCLLow:ETOR
9.45ETORDetails
P/E Ratio
28.94
High:AMD
183.1AMDLow:ETOR
13.97ETORDetails
PEG Ratio
43.57
High:ANET
278.88ANETLow:MU
3.16MUDetails
Price/Book
12.63
High:APP
72.14APPLow:BKNG
-15.95BKNGDetails
Price/Sales
12.22
High:APP
27.86APPLow:AMZN
3.59AMZNDetails
Price/CF
24.64
High:MRVL
71.65MRVLLow:ETOR
9.24ETORDetails
Price/FCF
50.85
High:ORCL
348.36ORCLLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.52% | Sep 2021 | Jun 2023 | 21 |
-21.53% | Jul 2026 | - | 3 |
-14.21% | Dec 2024 | Jun 2025 | 6 |
-12.83% | Aug 2023 | Dec 2023 | 4 |
-10.21% | Nov 2025 | Apr 2026 | 5 |
-4.33% | Apr 2024 | May 2024 | 1 |
-4.16% | Jan 2021 | Jun 2021 | 5 |
-2.13% | Jul 2024 | Sep 2024 | 2 |
-2.03% | Jul 2021 | Aug 2021 | 1 |