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+1.1%
This Month
+18.65%
Year To Date
+54.7%
2 Years
+114.7%
5 Years
+673.28%
10 Years
+33.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.59%
- 💰 Finance17.89%
- 📊 ETFs14.82%
- 💵 Cash14.42%
- 💻 Electronic Technology13.37%
- 🧩 Miscellaneous8.94%
- 🪙 Cryptocurrencies8.52%
- 🍞 Consumer Non Durables5.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.97%
- 🇺🇸 NYSE37.34%
- 🌍 Digital Currency8.52%
- 🇬🇧 LSE2.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.45%
- 🇨🇦 Canada2.24%
- 🇮🇱 Israel1.48%
Dividends
Dividend Yield
0.26%
10 out of 26 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GS (2.02%)
Next Dividends
Performance Metrics
Score 7.9/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
25.43
25.43
-2
0
2
26
26
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
3.27
3.27
0
0.75
1.25
4
4
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.96
1.96
0
1
2
3
3
Jensen's Alpha
25.43
25.43
-2
0
2
26
26
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
3.27
3.27
0
0.75
1.25
4
4
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.33
High:
AMD
162.13AMDLow:
MSTR
-1.69MSTRDetails
PEG Ratio
1.19
High:
V
2.16VLow:
GOOG
0.15GOOGDetails
Price/Book
12.76
High:
MA
88.35MALow:
ETOR
1.56ETORDetails
Price/Sales
11.37
High:MSTR
116.32MSTRLow:
GS
2GSDetails
Price/CF
20.76
High:MSTR
7,511.07MSTRLow:GS
2.63GSDetails
Price/FCF
47.46
High:MSTR
1,187.5MSTRLow:GS
2.84GSDetails
P/E Ratio
31.33
High:AMD
162.13AMDLow:MSTR
-1.69MSTRDetails
PEG Ratio
1.19
High:V
2.16VLow:GOOG
0.15GOOGDetails
Price/Book
12.76
High:MA
88.35MALow:ETOR
1.56ETORDetails
Price/Sales
11.37
High:MSTR
116.32MSTRLow:GS
2GSDetails
Price/CF
20.76
High:MSTR
7,511.07MSTRLow:GS
2.63GSDetails
Price/FCF
47.46
High:MSTR
1,187.5MSTRLow:GS
2.84GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.78% | Jul 2021 | Dec 2023 | 29 |
-29.47% | Nov 2019 | Feb 2020 | 3 |
-15.03% | Feb 2021 | Jun 2021 | 4 |
-11.51% | Apr 2024 | Nov 2024 | 7 |
-7.3% | Dec 2024 | May 2025 | 5 |
-4.49% | Mar 2020 | Apr 2020 | 1 |
-4.19% | Jun 2026 | Jul 2026 | 1 |
-2.62% | Jan 2024 | Feb 2024 | 1 |
-2.19% | Mar 2026 | Apr 2026 | 1 |
-0.05% | Nov 2025 | Dec 2025 | 1 |