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-3.6%
This Month
-3.6%
Year To Date
+52.06%
2 Years
+55.04%
5 Years
+199.55%
10 Years
+3.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.35%
- 💻 Electronic Technology22.05%
- 💰 Finance15.44%
- 💼 Commercial Services11.8%
- 📊 ETFs11.06%
- 🚗 Consumer Durables4.06%
- 🪙 Cryptocurrencies3.45%
- 🛍️ Retail Trade3.08%
- 💵 Cash1.12%
- 📡 Communications0.75%
- 🍞 Consumer Non Durables0.21%
- ⛏️ Energy Minerals0.21%
- 🛠️ Producer Manufacturing0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.16%
- 🇺🇸 NYSE17.27%
- 🌍 Digital Currency3.45%
- 🇭🇰 Hong Kong Exchanges0.58%
- 🇸🇦 Tadawul0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.24%
- 🇨🇦 Canada12.02%
- 🇱🇺 Luxembourg3.88%
- 🇨🇳 China0.58%
- 🇳🇱 Netherlands0.23%
- 🇸🇦 Saudi Arabia0.21%
Dividends
Dividend Yield
0.2%
15 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (4.77%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.51
High:
INTC
4,581.13INTCLow:
CRWV
-52.38CRWVDetails
PEG Ratio
166.22
High:INTC
4,563.91INTCLow:CRWV
-263.26CRWVDetails
Price/Book
14.87
High:
PLTR
60.95PLTRLow:
BRK.B
1.5BRK.BDetails
Price/Sales
10.92
High:PLTR
111.21PLTRLow:
T
1.35TDetails
Price/CF
31.48
High:PLTR
258.05PLTRLow:T
4.95TDetails
Price/FCF
57.65
High:
ORCL
348.36ORCLLow:T
17.23TDetails
P/E Ratio
37.51
High:INTC
4,581.13INTCLow:CRWV
-52.38CRWVDetails
PEG Ratio
166.22
High:INTC
4,563.91INTCLow:CRWV
-263.26CRWVDetails
Price/Book
14.87
High:PLTR
60.95PLTRLow:BRK.B
1.5BRK.BDetails
Price/Sales
10.92
High:PLTR
111.21PLTRLow:T
1.35TDetails
Price/CF
31.48
High:PLTR
258.05PLTRLow:T
4.95TDetails
Price/FCF
57.65
High:ORCL
348.36ORCLLow:T
17.23TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.47% | Aug 2014 | Sep 2024 | 121 |
-16.97% | Feb 2025 | Jun 2025 | 4 |
-11.28% | Nov 2025 | - | 3 |
-0.81% | Oct 2024 | Nov 2024 | 1 |