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0%
This Month
+7.48%
Year To Date
+5.36%
2 Years
-11.56%
5 Years
+160.67%
10 Years
+7.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.11%
- 💻 Electronic Technology22.03%
- 💵 Cash17.56%
- 🪙 Cryptocurrencies10.91%
- 📊 ETFs8%
- 🏭 Industrial Services7.57%
- 🛍️ Retail Trade4.08%
- 💼 Commercial Services2.44%
- 🛠️ Producer Manufacturing2.11%
- 💰 Finance1.53%
- ❓ Other0.94%
- 🚚 Transportation0.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.39%
- 🇺🇸 NYSE33.25%
- 🌍 Digital Currency10.91%
- Regular Trading Hours - RTH0.94%
- 🇭🇰 Hong Kong Exchanges0.68%
- 🇮🇹 Borsa Italiana0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.96%
- 🇺🇾 Uruguay3.96%
- 🇳🇱 Netherlands3.62%
- 🇨🇦 Canada2.44%
- 🇨🇳 China1.3%
- 🇧🇷 Brazil1.04%
- 🇮🇹 Italy0.46%
Dividends
Dividend Yield
0.06%
8 out of 31 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DLO (1.52%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML | Pay Day | Nov 4, 2026 | $3.17 |
 FIX | Ex-Dividend | Nov 13, 2026 | $0.80 |
 MOG.A | Ex-Dividend | Nov 14, 2026 | $0.30 |
 ODFL | Ex-Dividend | Dec 2, 2026 | $0.29 |
 EME | Ex-Dividend | Jan 15, 2027 | $0.40 |
ASML | Ex-Dividend | Jan 27, 2027 | $3.17 |
 PRY.MI | Ex-Dividend | Apr 19, 2027 | $1.06 |
 DLO | Ex-Dividend | May 27, 2027 | $0.19 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 5.2/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
1
1
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
1
1
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
1.11
1.11
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
74.92
High:
CRWD
7,014.85CRWDLow:
NET
-481.64NETDetails
PEG Ratio
11.71
High:CRWD
62.43CRWDLow:
UPST
0.04UPSTDetails
Price/Book
13.61
High:
FTNT
64.36FTNTLow:
OKLO
1.43OKLODetails
Price/Sales
12.56
High:OKLO
3,677.41OKLOLow:
1810.HK
1.441810.HKDetails
Price/CF
42.54
High:
AXON
174.08AXONLow:
NU
7.14NUDetails
Price/FCF
50.77
High:BABA
1,196.17BABALow:NU
7.15NUDetails
P/E Ratio
74.92
High:CRWD
7,014.85CRWDLow:NET
-481.64NETDetails
PEG Ratio
11.71
High:CRWD
62.43CRWDLow:UPST
0.04UPSTDetails
Price/Book
13.61
High:FTNT
64.36FTNTLow:OKLO
1.43OKLODetails
Price/Sales
12.56
High:OKLO
3,677.41OKLOLow:1810.HK
1.441810.HKDetails
Price/CF
42.54
High:AXON
174.08AXONLow:NU
7.14NUDetails
Price/FCF
50.77
High:BABA
1,196.17BABALow:NU
7.15NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.86% | Sep 2013 | Jul 2020 | 82 |
-40.82% | Nov 2021 | - | 60 |
-11.16% | May 2013 | Jul 2013 | 2 |
-6.97% | Mar 2021 | Jun 2021 | 3 |
-6.04% | Sep 2021 | Oct 2021 | 1 |
-0.71% | Oct 2020 | Nov 2020 | 1 |
-0.12% | Jul 2021 | Aug 2021 | 1 |