Loading...
+1.31%
This Month
-6.43%
Year To Date
+10.78%
2 Years
+10.78%
5 Years
+10.78%
10 Years
+7.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.92%
- 🛍️ Retail Trade12.91%
- 💻 Electronic Technology12.01%
- 🪙 Cryptocurrencies7.49%
- 🚚 Transportation6.47%
- 📊 ETFs3.63%
- 💵 Cash3.31%
- 💰 Finance2.6%
- 💼 Commercial Services2.36%
- 💇♀️ Consumer Services0.99%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.52%
- 🇺🇸 NYSE25.38%
- 🌍 Digital Currency7.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.78%
- 🇨🇳 China4.9%
- 🇮🇪 Ireland2.95%
- 🇱🇺 Luxembourg2%
- 🇺🇾 Uruguay1.64%
- 🇸🇬 Singapore1.6%
- 🇦🇺 Australia1.55%
- 🇬🇧 United Kingdom1.5%
- 🇮🇳 India0.35%
Dividends
Dividend Yield
0.32%
9 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-8.24
-8.24
-9
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-1.27
-1.27
-2
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-8.24
-8.24
-9
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-1.27
-1.27
-2
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.6
High:
Z
508.55ZLow:
DKNG
-647.07DKNGDetails
PEG Ratio
194.45
High:
ADSK
2,357.05ADSKLow:DKNG
-642.17DKNGDetails
Price/Book
7.68
High:
RBLX
121.03RBLXLow:
MMYT
-16.45MMYTDetails
Price/Sales
7.62
High:
JOBY
165.62JOBYLow:
JD.US
0.21JD.USDetails
Price/CF
19.33
High:
AXON
222.56AXONLow:
PYPL
8.54PYPLDetails
Price/FCF
50.9
High:AXON
626.45AXONLow:JD.US
9.2JD.USDetails
P/E Ratio
26.6
High:Z
508.55ZLow:DKNG
-647.07DKNGDetails
PEG Ratio
194.45
High:ADSK
2,357.05ADSKLow:DKNG
-642.17DKNGDetails
Price/Book
7.68
High:RBLX
121.03RBLXLow:MMYT
-16.45MMYTDetails
Price/Sales
7.62
High:JOBY
165.62JOBYLow:JD.US
0.21JD.USDetails
Price/CF
19.33
High:AXON
222.56AXONLow:PYPL
8.54PYPLDetails
Price/FCF
50.9
High:AXON
626.45AXONLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.5% | Nov 2025 | - | 5 |
-7.63% | Feb 2025 | Jun 2025 | 4 |
-1.32% | Dec 2024 | Jan 2025 | 1 |
-0.05% | Oct 2024 | Nov 2024 | 1 |