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-4.75%
This Month
+84.21%
Year To Date
+249.95%
2 Years
+415.45%
5 Years
+701.96%
10 Years
+42.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology82.53%
- 🖥️ Technology Services14.6%
- 🧬 Health Technology1.35%
- 🛍️ Retail Trade1.03%
- 🚗 Consumer Durables0.45%
- 💵 Cash0.02%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.59%
- 🇺🇸 NYSE2.39%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.79%
- 🇨🇳 China1.28%
- 🇨🇦 Canada0.9%
Dividends
Dividend Yield
0.26%
4 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
14.46
14.46
-2
0
2
15
15
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
14.46
14.46
-2
0
2
15
15
Omega Ratio
1.91
1.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.68
1.68
0
0.75
1.25
2
2
Information Ratio
0.79
0.79
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.43
High:
AMD
183.1AMDLow:
NIO
-8.7NIODetails
PEG Ratio
90.87
High:AMD
147.81AMDLow:
MRNA
-127.02MRNADetails
Price/Book
15.64
High:
NVDA
26.14NVDALow:
BNGO
0.36BNGODetails
Price/Sales
17.35
High:
AVGO
25.84AVGOLow:BNGO
0.46BNGODetails
Price/CF
32.32
High:
BB
72.55BBLow:
MSFT
16.2MSFTDetails
Price/FCF
47.38
High:
BABA
1,196.17BABALow:
GME
21.22GMEDetails
P/E Ratio
37.43
High:AMD
183.1AMDLow:NIO
-8.7NIODetails
PEG Ratio
90.87
High:AMD
147.81AMDLow:MRNA
-127.02MRNADetails
Price/Book
15.64
High:NVDA
26.14NVDALow:BNGO
0.36BNGODetails
Price/Sales
17.35
High:AVGO
25.84AVGOLow:BNGO
0.46BNGODetails
Price/CF
32.32
High:BB
72.55BBLow:MSFT
16.2MSFTDetails
Price/FCF
47.38
High:BABA
1,196.17BABALow:GME
21.22GMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.39% | Dec 2021 | Feb 2024 | 26 |
-17.12% | Nov 2025 | Apr 2026 | 5 |
-13.32% | Dec 2024 | May 2025 | 5 |
-8.74% | Feb 2021 | Jun 2021 | 4 |
-6.27% | Apr 2024 | May 2024 | 1 |
-4.75% | Jul 2026 | - | 1 |
-3.6% | Jul 2024 | Oct 2024 | 3 |
-3.45% | Aug 2025 | Sep 2025 | 1 |
-2.88% | Sep 2021 | Oct 2021 | 1 |
-1.12% | Sep 2020 | Nov 2020 | 2 |