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+0.9%
This Month
-5.79%
Year To Date
+95.52%
2 Years
+692.98%
5 Years
+692.98%
10 Years
+78.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology98.98%
- 🪙 Cryptocurrencies0.99%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.98%
- 🌍 Digital Currency0.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.98%
Dividends
Dividend Yield
0.02%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
48.86
48.86
-2
0
2
49
49
Omega Ratio
2.84
2.84
0
1
1.5
3
3
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
1.34
1.34
0
0.3
0.6
2
2
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
48.86
48.86
-2
0
2
49
49
Omega Ratio
2.84
2.84
0
1
1.5
3
3
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
1.34
1.34
0
0.3
0.6
2
2
Calmar Ratio
1.47
1.47
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.86
High:NVDA
35.86NVDALow:NVDA
35.86NVDADetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.16
High:NVDA
27.16NVDALow:NVDA
27.16NVDADetails
Price/Sales
19.89
High:NVDA
19.89NVDALow:NVDA
19.89NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
P/E Ratio
35.86
High:NVDA
35.86NVDALow:NVDA
35.86NVDADetails
PEG Ratio
54.24
High:NVDA
54.24NVDALow:NVDA
54.24NVDADetails
Price/Book
27.16
High:NVDA
27.16NVDALow:NVDA
27.16NVDADetails
Price/Sales
19.89
High:NVDA
19.89NVDALow:NVDA
19.89NVDADetails
Price/CF
44.64
High:NVDA
44.64NVDALow:NVDA
44.64NVDADetails
Price/FCF
55.44
High:NVDA
55.44NVDALow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.06% | Apr 2022 | Feb 2023 | 10 |
-22.47% | Dec 2024 | Jun 2025 | 6 |
-14.17% | Nov 2025 | - | 6 |
-12.68% | Sep 2023 | Nov 2023 | 2 |
-5.12% | Jul 2024 | Oct 2024 | 3 |
-4.34% | Apr 2024 | May 2024 | 1 |
-2.2% | Aug 2025 | Sep 2025 | 1 |
-0.22% | Apr 2023 | May 2023 | 1 |