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-1.87%
This Month
+7.2%
Year To Date
+30.05%
2 Years
+30.05%
5 Years
+30.05%
10 Years
+30.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services55.09%
- 💻 Electronic Technology30.45%
- 🪙 Cryptocurrencies6.17%
- 🛠️ Producer Manufacturing5.61%
- 💵 Cash2.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.29%
- 🇺🇸 NYSE29.86%
- 🌍 Digital Currency6.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.26%
- 🇨🇦 Canada10.64%
- 🇮🇱 Israel6.24%
Dividends
Dividend Yield
0.71%
7 out of 16 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 7.9/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.34
2.34
0
1
2
3
3
Jensen's Alpha
9.19
9.19
-2
0
2
10
10
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
2.5
2.5
0
0.3
0.6
3
3
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.34
2.34
0
1
2
3
3
Jensen's Alpha
9.19
9.19
-2
0
2
10
10
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
2.5
2.5
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.67
High:
TER
87.63TERLow:
KVYO
-169.53KVYODetails
PEG Ratio
726.6
High:TER
2,779.26TERLow:KVYO
-506.83KVYODetails
Price/Book
8.63
High:
ADSK
18.9ADSKLow:
CSIQ
0.4CSIQDetails
Price/Sales
5.73
High:TER
15.09TERLow:CSIQ
0.2CSIQDetails
Price/CF
21.73
High:KVYO
45.76KVYOLow:
KD
5.99KDDetails
Price/FCF
59.54
High:
TXN
4,155.74TXNLow:
OTEX
13.59OTEXDetails
P/E Ratio
32.67
High:TER
87.63TERLow:KVYO
-169.53KVYODetails
PEG Ratio
726.6
High:TER
2,779.26TERLow:KVYO
-506.83KVYODetails
Price/Book
8.63
High:ADSK
18.9ADSKLow:CSIQ
0.4CSIQDetails
Price/Sales
5.73
High:TER
15.09TERLow:CSIQ
0.2CSIQDetails
Price/CF
21.73
High:KVYO
45.76KVYOLow:KD
5.99KDDetails
Price/FCF
59.54
High:TXN
4,155.74TXNLow:OTEX
13.59OTEXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.16% | Mar 2025 | May 2025 | 2 |
-4.98% | Nov 2025 | Jan 2026 | 2 |
-2.01% | Feb 2026 | - | 2 |