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-0.36%
This Month
-18.1%
Year To Date
+241.81%
2 Years
+273.56%
5 Years
+464.66%
10 Years
+36.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services56.76%
- 💰 Finance24.46%
- 💻 Electronic Technology7.2%
- 🚗 Consumer Durables5.72%
- 🏥 Health Services4.31%
- 🪨 Non Energy Minerals1.52%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.57%
- 🇺🇸 NYSE35.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.1%
- 🇦🇺 Australia6.95%
- 🇮🇱 Israel4.61%
- 🇳🇱 Netherlands4.32%
Dividends
Dividend Yield
0.02%
1 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MSFT (0.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.02% | 0.95% | $3 |
Performance Metrics
Score 7.3/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
17.97
17.97
-2
0
2
18
18
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
17.97
17.97
-2
0
2
18
18
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
79.22
High:
TSLA
335.12TSLALow:
ZETA
-104.78ZETADetails
PEG Ratio
17.13
High:
ETOR
149.2ETORLow:ZETA
-164.92ZETADetails
Price/Book
11.69
High:
PLTR
48.06PLTRLow:
MSTR
0.85MSTRDetails
Price/Sales
15.9
High:PLTR
85.37PLTRLow:
HIMS
2.02HIMSDetails
Price/CF
59.08
High:MSTR
7,511.07MSTRLow:ETOR
12.57ETORDetails
Price/FCF
122.17
High:MSTR
1,187.5MSTRLow:ETOR
12.81ETORDetails
P/E Ratio
79.22
High:TSLA
335.12TSLALow:ZETA
-104.78ZETADetails
PEG Ratio
17.13
High:ETOR
149.2ETORLow:ZETA
-164.92ZETADetails
Price/Book
11.69
High:PLTR
48.06PLTRLow:MSTR
0.85MSTRDetails
Price/Sales
15.9
High:PLTR
85.37PLTRLow:HIMS
2.02HIMSDetails
Price/CF
59.08
High:MSTR
7,511.07MSTRLow:ETOR
12.57ETORDetails
Price/FCF
122.17
High:MSTR
1,187.5MSTRLow:ETOR
12.81ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.78% | Nov 2021 | Feb 2024 | 27 |
-32.46% | Nov 2025 | - | 6 |
-17.91% | Mar 2020 | Jun 2020 | 3 |
-12.94% | Feb 2025 | Apr 2025 | 2 |
-8.47% | Sep 2020 | Nov 2020 | 2 |
-8.13% | Jul 2021 | Oct 2021 | 3 |
-4.76% | Mar 2024 | Jun 2024 | 3 |
-1.48% | Jan 2021 | Mar 2021 | 2 |
-1.16% | Aug 2025 | Sep 2025 | 1 |
-1.07% | May 2021 | Jun 2021 | 1 |