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+0.58%
This Month
-12.18%
Year To Date
+38.29%
2 Years
+86.36%
5 Years
+86.36%
10 Years
+14.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services76.43%
- 🪙 Cryptocurrencies4.7%
- 💰 Finance4.04%
- 🍞 Consumer Non Durables3.87%
- 💼 Commercial Services3.85%
- 💇♀️ Consumer Services2.94%
- 🏥 Health Services1.79%
- 🧬 Health Technology1.07%
- 💻 Electronic Technology0.86%
- 💵 Cash0.48%
- 🛍️ Retail Trade0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq83.6%
- 🇺🇸 NYSE11.41%
- 🌍 Digital Currency4.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91.82%
- 🇨🇦 Canada2.34%
- 🇮🇱 Israel0.43%
- 🇩🇰 Denmark0.26%
- 🇮🇪 Ireland0.16%
Dividends
Dividend Yield
0.42%
12 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.63%)
Performance Metrics
Score 6.3/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
5.63
5.63
-2
0
2
6
6
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
5.63
5.63
-2
0
2
6
6
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.48
High:
NVDA
36.19NVDALow:
PYPL
8.38PYPLDetails
PEG Ratio
151
High:
BAH
3,663.31BAHLow:PYPL
23.7PYPLDetails
Price/Book
7.05
High:NVDA
27.41NVDALow:
DPZ
-3.2DPZDetails
Price/Sales
7.77
High:NVDA
20.07NVDALow:
UNH
0.56UNHDetails
Price/CF
19.77
High:NVDA
44.64NVDALow:PYPL
8.54PYPLDetails
Price/FCF
52.73
High:
PEP
5,797.72PEPLow:PYPL
10.09PYPLDetails
P/E Ratio
25.48
High:NVDA
36.19NVDALow:PYPL
8.38PYPLDetails
PEG Ratio
151
High:BAH
3,663.31BAHLow:PYPL
23.7PYPLDetails
Price/Book
7.05
High:NVDA
27.41NVDALow:DPZ
-3.2DPZDetails
Price/Sales
7.77
High:NVDA
20.07NVDALow:UNH
0.56UNHDetails
Price/CF
19.77
High:NVDA
44.64NVDALow:PYPL
8.54PYPLDetails
Price/FCF
52.73
High:PEP
5,797.72PEPLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.86% | Jan 2022 | May 2023 | 16 |
-15.31% | Feb 2026 | - | 3 |
-15.12% | Feb 2025 | Jun 2025 | 4 |
-9.63% | Aug 2023 | Dec 2023 | 4 |
-6.05% | Apr 2024 | May 2024 | 1 |
-3.43% | Sep 2021 | Dec 2021 | 3 |
-1.54% | Oct 2025 | Nov 2025 | 1 |
-1.17% | Oct 2024 | Nov 2024 | 1 |
-0.82% | Jan 2024 | Feb 2024 | 1 |