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+7.68%
This Month
+26.17%
Year To Date
+80.84%
2 Years
+132.04%
5 Years
+132.04%
10 Years
+37.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous33.23%
- 🖥️ Technology Services27.63%
- 📊 ETFs23%
- 💻 Electronic Technology8.33%
- 🛠️ Producer Manufacturing4.77%
- ⛏️ Energy Minerals3.04%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.9%
- 🇬🇧 LSE27.94%
- 🇺🇸 NYSE19.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.02%
- 🇲🇽 Mexico3.04%
Dividends
Dividend Yield
0%
1 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MU (0.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
19.59
19.59
-2
0
2
20
20
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
19.59
19.59
-2
0
2
20
20
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
1.97
1.97
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
20,812.7
High:
ENPH
65.84ENPHLow:
SYM
-1,024.61SYMDetails
PEG Ratio
-524.32
High:
VIST
23.37VISTLow:SYM
-3,749.4SYMDetails
Price/Book
8.8
High:
RKLB
36.41RKLBLow:
CORZ
-6.4CORZDetails
Price/Sales
18.17
High:RKLB
127.58RKLBLow:VIST
2.81VISTDetails
Price/CF
17.17
High:
MSTR
7,511.07MSTRLow:SYM
8.02SYMDetails
Price/FCF
51.54
High:VIST
1,621.11VISTLow:SYM
9.05SYMDetails
P/E Ratio
20,812.7
High:ENPH
65.84ENPHLow:SYM
-1,024.61SYMDetails
PEG Ratio
-524.32
High:VIST
23.37VISTLow:SYM
-3,749.4SYMDetails
Price/Book
8.8
High:RKLB
36.41RKLBLow:CORZ
-6.4CORZDetails
Price/Sales
18.17
High:RKLB
127.58RKLBLow:VIST
2.81VISTDetails
Price/CF
17.17
High:MSTR
7,511.07MSTRLow:SYM
8.02SYMDetails
Price/FCF
51.54
High:VIST
1,621.11VISTLow:SYM
9.05SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.94% | Feb 2025 | Jun 2025 | 4 |
-12.2% | Jul 2024 | Nov 2024 | 4 |
-7.24% | Nov 2025 | Mar 2026 | 4 |
-5.96% | Apr 2024 | May 2024 | 1 |
-2.99% | Dec 2024 | Jan 2025 | 1 |
-2.58% | Jan 2024 | Feb 2024 | 1 |
-2.23% | Oct 2023 | Nov 2023 | 1 |