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+0.37%
This Month
+5.35%
Year To Date
+17.16%
2 Years
+16.79%
5 Years
+641.61%
10 Years
+15.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash60.64%
- 🖥️ Technology Services11.63%
- 💻 Electronic Technology11.47%
- ⚡ Utilities2.96%
- 🛍️ Retail Trade2.13%
- 🧩 Miscellaneous1.77%
- 🚗 Consumer Durables0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.71%
- 🇺🇸 NYSE5.37%
- 🇬🇧 LSE1.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.09%
Dividends
Dividend Yield
0.09%
6 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.98%)
Performance Metrics
Score 7.7/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
13.9
13.9
-2
0
2
14
14
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
13.9
13.9
-2
0
2
14
14
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.44
2.44
0
0.75
1.25
3
3
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.8
0.8
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.63
High:
TSLA
354.33TSLALow:
CRWD
-531.64CRWDDetails
PEG Ratio
58.35
High:
AAPL
126.42AAPLLow:
TEM.US
-47.5TEM.USDetails
Price/Book
13.04
High:AAPL
42.62AAPLLow:
AMZN
5.5AMZNDetails
Price/Sales
10.51
High:
AVGO
22.44AVGOLow:
VST
3.07VSTDetails
Price/CF
31.43
High:TSLA
107.92TSLALow:VST
13.42VSTDetails
Price/FCF
63.4
High:AMZN
325.85AMZNLow:
PANW
35.29PANWDetails
P/E Ratio
33.63
High:TSLA
354.33TSLALow:CRWD
-531.64CRWDDetails
PEG Ratio
58.35
High:AAPL
126.42AAPLLow:TEM.US
-47.5TEM.USDetails
Price/Book
13.04
High:AAPL
42.62AAPLLow:AMZN
5.5AMZNDetails
Price/Sales
10.51
High:AVGO
22.44AVGOLow:VST
3.07VSTDetails
Price/CF
31.43
High:TSLA
107.92TSLALow:VST
13.42VSTDetails
Price/FCF
63.4
High:AMZN
325.85AMZNLow:PANW
35.29PANWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.25% | Mar 2014 | May 2017 | 38 |
-28.41% | Nov 2021 | Jan 2026 | 50 |
-16.18% | Aug 2018 | Jul 2019 | 11 |
-13.54% | Feb 2020 | Apr 2020 | 2 |
-5.95% | Feb 2018 | May 2018 | 3 |
-5.52% | Sep 2020 | Nov 2020 | 2 |
-4.59% | Sep 2017 | Nov 2017 | 2 |
-3.65% | Feb 2026 | - | 3 |
-3.24% | Jul 2017 | Aug 2017 | 1 |
-1.8% | Aug 2019 | Jan 2020 | 5 |
-1.48% | Dec 2017 | Jan 2018 | 1 |