Loading...
-7.67%
This Month
+43.88%
Year To Date
+141.14%
2 Years
+335.42%
5 Years
+450.72%
10 Years
+34.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology70.26%
- 🚗 Consumer Durables16.56%
- 🖥️ Technology Services6.18%
- 💰 Finance3.32%
- 💵 Cash2.54%
- 💼 Commercial Services1.74%
- 🍞 Consumer Non Durables0.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq94.35%
- 🇺🇸 NYSE4.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95.18%
- 🇹🇼 Taiwan2.89%
- 🇨🇦 Canada0.87%
Dividends
Dividend Yield
0.13%
6 out of 19 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $PYPL (1.01%)
Performance Metrics
Score 7.8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
10.76
10.76
-2
0
2
11
11
Omega Ratio
1.98
1.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
10.76
10.76
-2
0
2
11
11
Omega Ratio
1.98
1.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
46.25
High:
TSLA
382.29TSLALow:
NET
-1,081.92NETDetails
PEG Ratio
35.6
High:
HOOD
238.55HOODLow:
TEAM
-246.43TEAMDetails
Price/Book
18.36
High:NET
62.18NETLow:
PYPL
1.9PYPLDetails
Price/Sales
17.83
High:NET
40.68NETLow:PYPL
1.16PYPLDetails
Price/CF
37.88
High:NET
118.18NETLow:PYPL
6.51PYPLDetails
Price/FCF
60.1
High:NET
249.38NETLow:PYPL
7.94PYPLDetails
P/E Ratio
46.25
High:TSLA
382.29TSLALow:NET
-1,081.92NETDetails
PEG Ratio
35.6
High:HOOD
238.55HOODLow:TEAM
-246.43TEAMDetails
Price/Book
18.36
High:NET
62.18NETLow:PYPL
1.9PYPLDetails
Price/Sales
17.83
High:NET
40.68NETLow:PYPL
1.16PYPLDetails
Price/CF
37.88
High:NET
118.18NETLow:PYPL
6.51PYPLDetails
Price/FCF
60.1
High:NET
249.38NETLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.74% | Dec 2021 | Nov 2023 | 23 |
-24.32% | Feb 2025 | Jun 2025 | 4 |
-7.67% | Jun 2026 | - | 1 |
-6.66% | Feb 2026 | Apr 2026 | 2 |
-5.37% | Sep 2020 | Nov 2020 | 2 |
-5.04% | Sep 2021 | Oct 2021 | 1 |
-4.78% | Nov 2025 | Jan 2026 | 2 |
-2.68% | Jan 2021 | Apr 2021 | 3 |
-1.52% | May 2021 | Jun 2021 | 1 |
-0.55% | Apr 2024 | May 2024 | 1 |