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+1.22%
This Month
+25.38%
Year To Date
+85.87%
2 Years
+112.16%
5 Years
+451.82%
10 Years
+31.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.89%
- 🖥️ Technology Services27.16%
- 💰 Finance8.54%
- 🚗 Consumer Durables7.43%
- 💼 Commercial Services6.26%
- 🛍️ Retail Trade4.5%
- 💵 Cash3.73%
- 📊 ETFs2.43%
- 🛠️ Producer Manufacturing2.31%
- 📈 Indexes1.67%
- 🧬 Health Technology0.86%
- 🚚 Transportation0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.58%
- 🇺🇸 NYSE20.34%
- 🌍 CFD1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.61%
- 🇨🇦 Canada6.26%
- 🇳🇱 Netherlands3.08%
- 🇮🇱 Israel0.54%
Dividends
Dividend Yield
0.19%
12 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.76%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 7.8/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.98
1.98
0
1
2
3
3
Jensen's Alpha
14.69
14.69
-2
0
2
15
15
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.98
1.98
0
1
2
3
3
Jensen's Alpha
14.69
14.69
-2
0
2
15
15
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.7
High:
TSLA
303.71TSLALow:
HUBS
-5,425.04HUBSDetails
PEG Ratio
52.71
High:
V
1,171.24VLow:HUBS
-7,202.25HUBSDetails
Price/Book
12.96
High:
AAPL
56.24AAPLLow:
WIX
-20.5WIXDetails
Price/Sales
11.07
High:
CRWD
28.25CRWDLow:
GEHC
1.86GEHCDetails
Price/CF
32.76
High:
SNOW
106.88SNOWLow:
KNSL
9.75KNSLDetails
Price/FCF
59.5
High:TSLA
229.45TSLALow:KNSL
10.46KNSLDetails
P/E Ratio
38.7
High:TSLA
303.71TSLALow:HUBS
-5,425.04HUBSDetails
PEG Ratio
52.71
High:V
1,171.24VLow:HUBS
-7,202.25HUBSDetails
Price/Book
12.96
High:AAPL
56.24AAPLLow:WIX
-20.5WIXDetails
Price/Sales
11.07
High:CRWD
28.25CRWDLow:GEHC
1.86GEHCDetails
Price/CF
32.76
High:SNOW
106.88SNOWLow:KNSL
9.75KNSLDetails
Price/FCF
59.5
High:TSLA
229.45TSLALow:KNSL
10.46KNSLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.29% | Nov 2021 | Feb 2024 | 27 |
-15.5% | Feb 2025 | Jun 2025 | 4 |
-6.49% | Sep 2021 | Oct 2021 | 1 |
-5.36% | Mar 2021 | Apr 2021 | 1 |
-4.45% | Nov 2025 | - | 2 |
-4.39% | Jul 2024 | Sep 2024 | 2 |
-4.03% | Sep 2020 | Nov 2020 | 2 |
-2.99% | Apr 2024 | May 2024 | 1 |
-2.13% | May 2021 | Jun 2021 | 1 |
-0.09% | Dec 2024 | Jan 2025 | 1 |