Loading...
-0.58%
This Month
+20.58%
Year To Date
+55.15%
2 Years
+109.75%
5 Years
+109.75%
10 Years
+19.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services72.48%
- 📊 ETFs5.53%
- 🍞 Consumer Non Durables4.65%
- 💼 Commercial Services4.5%
- 💰 Finance3.78%
- 💇♀️ Consumer Services2.36%
- 🏥 Health Services1.93%
- 🪙 Cryptocurrencies1.75%
- 💵 Cash1.52%
- 💻 Electronic Technology1.38%
- 🧬 Health Technology0.68%
- 🛍️ Retail Trade0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq86.64%
- 🇺🇸 NYSE10.81%
- 🌍 Digital Currency1.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.55%
- 🇨🇦 Canada2.57%
- 🇹🇼 Taiwan0.61%
- 🇮🇪 Ireland0.16%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.35%
10 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.6/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
7.23
7.23
-2
0
2
8
8
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
7.23
7.23
-2
0
2
8
8
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.68
High:
NVDA
43.35NVDALow:
PDD
11.69PDDDetails
PEG Ratio
280.17
High:
CMG
606.04CMGLow:
TSM
53.23TSMDetails
Price/Book
8.38
High:NVDA
35.78NVDALow:
BRK.B
1.54BRK.BDetails
Price/Sales
8.88
High:NVDA
22.9NVDALow:
UNH
0.71UNHDetails
Price/CF
19.78
High:NVDA
54.84NVDALow:
PYPL
10.02PYPLDetails
Price/FCF
49.2
High:
PEP
5,253.35PEPLow:PYPL
11.57PYPLDetails
P/E Ratio
29.68
High:NVDA
43.35NVDALow:PDD
11.69PDDDetails
PEG Ratio
280.17
High:CMG
606.04CMGLow:TSM
53.23TSMDetails
Price/Book
8.38
High:NVDA
35.78NVDALow:BRK.B
1.54BRK.BDetails
Price/Sales
8.88
High:NVDA
22.9NVDALow:UNH
0.71UNHDetails
Price/CF
19.78
High:NVDA
54.84NVDALow:PYPL
10.02PYPLDetails
Price/FCF
49.2
High:PEP
5,253.35PEPLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.86% | Jan 2022 | May 2023 | 16 |
-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 |
-0.58% | Dec 2025 | - | 1 |