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+6.29%
This Month
+27.97%
Year To Date
+108.69%
2 Years
+568.47%
5 Years
+1940.9%
10 Years
+65.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology56.63%
- 🖥️ Technology Services24.58%
- ❓ Other9.43%
- 🛍️ Retail Trade3.88%
- 🚗 Consumer Durables2.23%
- 📡 Communications1.27%
- 🍞 Consumer Non Durables0.99%
- 💰 Finance0.92%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.18%
- 🇺🇸 NYSE38.52%
- 🇺🇸 OTC Markets Stock Exchange2.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.62%
- 🇹🇼 Taiwan32.65%
- 🇯🇵 Japan2.23%
Dividends
Dividend Yield
0.44%
9 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ARES (3.99%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
31.69
31.69
-2
0
2
32
32
Omega Ratio
2.82
2.82
0
1
1.5
3
3
Treynor Ratio
2.5
2.5
0
0.75
1.25
3
3
Information Ratio
1.29
1.29
0
0.3
0.6
2
2
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Beta
1.67
1.67
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
3.09
3.09
0
1
2
4
4
Jensen's Alpha
31.69
31.69
-2
0
2
32
32
Omega Ratio
2.82
2.82
0
1
1.5
3
3
Treynor Ratio
2.5
2.5
0
0.75
1.25
3
3
Information Ratio
1.29
1.29
0
0.3
0.6
2
2
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.73
High:
AMD
183.1AMDLow:
AEHR
-391.01AEHRDetails
PEG Ratio
135.42
High:
META
401.05METALow:
ASTS
-368.44ASTSDetails
Price/Book
11.05
High:
NVDA
26.14NVDALow:
LUNR
-7.72LUNRDetails
Price/Sales
12.01
High:ASTS
250.94ASTSLow:
COST
1.39COSTDetails
Price/CF
20.33
High:AEHR
1,917.88AEHRLow:META
11.83METADetails
Price/FCF
54.88
High:AEHR
336.72AEHRLow:
ARES
29.61ARESDetails
P/E Ratio
31.73
High:AMD
183.1AMDLow:AEHR
-391.01AEHRDetails
PEG Ratio
135.42
High:META
401.05METALow:ASTS
-368.44ASTSDetails
Price/Book
11.05
High:NVDA
26.14NVDALow:LUNR
-7.72LUNRDetails
Price/Sales
12.01
High:ASTS
250.94ASTSLow:COST
1.39COSTDetails
Price/CF
20.33
High:AEHR
1,917.88AEHRLow:META
11.83METADetails
Price/FCF
54.88
High:AEHR
336.72AEHRLow:ARES
29.61ARESDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.19% | Dec 2021 | May 2023 | 17 |
-15.09% | Sep 2020 | Nov 2020 | 2 |
-14.38% | Jun 2026 | - | 4 |
-14.33% | Dec 2024 | May 2025 | 5 |
-11.95% | Apr 2024 | May 2024 | 1 |
-11.34% | Aug 2023 | Nov 2023 | 3 |
-11.07% | Feb 2021 | Aug 2021 | 6 |
-8.66% | Mar 2026 | Apr 2026 | 1 |
-5.96% | Jul 2024 | Oct 2024 | 3 |
-3.62% | Nov 2025 | Jan 2026 | 2 |