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-3.01%
This Month
-3.01%
Year To Date
+73.15%
2 Years
+99.56%
5 Years
+434.41%
10 Years
+30.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.84%
- 🖥️ Technology Services26.47%
- 💰 Finance8.7%
- 🚗 Consumer Durables7.21%
- 💼 Commercial Services5.86%
- 🛍️ Retail Trade4.75%
- 💵 Cash3.79%
- 🛠️ Producer Manufacturing2.63%
- 📊 ETFs2.55%
- 📈 Indexes1.56%
- 🧬 Health Technology0.88%
- 🚚 Transportation0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.01%
- 🇺🇸 NYSE21.4%
- 🌍 CFD1.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.63%
- 🇨🇦 Canada5.86%
- 🇳🇱 Netherlands3.86%
- 🇮🇱 Israel0.51%
Dividends
Dividend Yield
0.2%
12 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
14.55
14.55
-2
0
2
15
15
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
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
14.55
14.55
-2
0
2
15
15
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.39
High:
TSLA
280.13TSLALow:
HUBS
-4,385.47HUBSDetails
PEG Ratio
123.49
High:
V
1,166.53VLow:HUBS
-5,822.13HUBSDetails
Price/Book
12.43
High:
AAPL
49.43AAPLLow:
WIX
-15.22WIXDetails
Price/Sales
10.66
High:
CRWD
24.37CRWDLow:
GEHC
1.78GEHCDetails
Price/CF
32.33
High:
SNOW
106.88SNOWLow:
KNSL
9.75KNSLDetails
Price/FCF
59.51
High:TSLA
229.45TSLALow:KNSL
10.46KNSLDetails
P/E Ratio
37.39
High:TSLA
280.13TSLALow:HUBS
-4,385.47HUBSDetails
PEG Ratio
123.49
High:V
1,166.53VLow:HUBS
-5,822.13HUBSDetails
Price/Book
12.43
High:AAPL
49.43AAPLLow:WIX
-15.22WIXDetails
Price/Sales
10.66
High:CRWD
24.37CRWDLow:GEHC
1.78GEHCDetails
Price/CF
32.33
High:SNOW
106.88SNOWLow:KNSL
9.75KNSLDetails
Price/FCF
59.51
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 |
-6.33% | Nov 2025 | - | 3 |
-5.36% | Mar 2021 | Apr 2021 | 1 |
-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 |