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+1.53%
This Month
-8.04%
Year To Date
+36.27%
2 Years
+4.3%
5 Years
+4.67%
10 Years
+1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.77%
- 🖥️ Technology Services32.23%
- 💻 Electronic Technology20.86%
- 💰 Finance6.11%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.09%
- 🇺🇸 NYSE46.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.2%
Dividends
Dividend Yield
0.27%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.95%)
Performance Metrics
Score 2.5/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-9.74
-9.74
-10
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.03
0.03
0
1
2
3
3
Jensen's Alpha
-9.74
-9.74
-10
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.03
0.03
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.69
High:
NVDA
36.19NVDALow:
INTC
-615.14INTCDetails
PEG Ratio
90.26
High:
V
529.58VLow:INTC
-626.4INTCDetails
Price/Book
11.33
High:
AAPL
42.67AAPLLow:INTC
2.2INTCDetails
Price/Sales
9.95
High:NVDA
20.07NVDALow:INTC
4.63INTCDetails
Price/CF
26.69
High:NVDA
44.64NVDALow:INTC
18.13INTCDetails
Price/FCF
53.51
High:
MSFT
69.19MSFTLow:V
37.31VDetails
P/E Ratio
28.69
High:NVDA
36.19NVDALow:INTC
-615.14INTCDetails
PEG Ratio
90.26
High:V
529.58VLow:INTC
-626.4INTCDetails
Price/Book
11.33
High:AAPL
42.67AAPLLow:INTC
2.2INTCDetails
Price/Sales
9.95
High:NVDA
20.07NVDALow:INTC
4.63INTCDetails
Price/CF
26.69
High:NVDA
44.64NVDALow:INTC
18.13INTCDetails
Price/FCF
53.51
High:MSFT
69.19MSFTLow:V
37.31VDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.95% | Nov 2021 | Sep 2025 | 46 |
-10.37% | Nov 2025 | - | 6 |
-7.7% | Jul 2021 | Oct 2021 | 3 |
-1.84% | May 2021 | Jun 2021 | 1 |