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+1.69%
This Month
-8.56%
Year To Date
+41.01%
2 Years
+79.08%
5 Years
+79.08%
10 Years
+19.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.44%
- 💼 Commercial Services16.14%
- 💰 Finance8.99%
- 🚗 Consumer Durables8.6%
- 🧬 Health Technology5.1%
- 🛍️ Retail Trade4.97%
- 💻 Electronic Technology4.85%
- 🪙 Cryptocurrencies2%
- 🏥 Health Services1.2%
- 💵 Cash0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.03%
- 🇺🇸 NYSE17.27%
- 🌍 Digital Currency2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.68%
- 🇨🇦 Canada3%
- 🇮🇪 Ireland2.9%
- 🇮🇱 Israel1.71%
Dividends
Dividend Yield
0.56%
10 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OTEX (4.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
-1.39
-1.39
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
-1.39
-1.39
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.71
0.71
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.52
High:
TSLA
377.27TSLALow:
CNC
-3.3CNCDetails
PEG Ratio
252.63
High:
ADSK
2,357.05ADSKLow:
PYPL
24.44PYPLDetails
Price/Book
8.21
High:
FTNT
49.71FTNTLow:
MSCI
-15.86MSCIDetails
Price/Sales
7.59
High:
PLTR
88.09PLTRLow:CNC
0.11CNCDetails
Price/CF
22.15
High:PLTR
214.31PLTRLow:CNC
3.98CNCDetails
Price/FCF
66.71
High:
AMZN
325.85AMZNLow:CNC
4.68CNCDetails
P/E Ratio
31.52
High:TSLA
377.27TSLALow:CNC
-3.3CNCDetails
PEG Ratio
252.63
High:ADSK
2,357.05ADSKLow:PYPL
24.44PYPLDetails
Price/Book
8.21
High:FTNT
49.71FTNTLow:MSCI
-15.86MSCIDetails
Price/Sales
7.59
High:PLTR
88.09PLTRLow:CNC
0.11CNCDetails
Price/CF
22.15
High:PLTR
214.31PLTRLow:CNC
3.98CNCDetails
Price/FCF
66.71
High:AMZN
325.85AMZNLow:CNC
4.68CNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.89% | Aug 2023 | Aug 2024 | 12 |
-15.79% | Dec 2024 | Jun 2025 | 6 |
-12.63% | Nov 2025 | - | 5 |
-2.96% | Feb 2023 | Mar 2023 | 1 |
-0.54% | Jul 2025 | Aug 2025 | 1 |
-0.02% | Apr 2023 | May 2023 | 1 |