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+0.45%
Today
+2.26%
This Month
+4.3%
Year To Date
+40.16%
2 Years
+62.04%
5 Years
+12.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.79%
- 🖥️ Technology Services25.41%
- 💰 Finance20.35%
- 🛍️ Retail Trade10.2%
- 🪙 Cryptocurrencies1.97%
- 🧬 Health Technology1.6%
- 💻 Electronic Technology1.04%
- 🚚 Transportation0.79%
- 💼 Commercial Services0.46%
- 🚗 Consumer Durables0.22%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.25%
- 🇺🇸 Nasdaq46.09%
- 🇺🇸 Chicago Board Options Exchange4.52%
- 🌍 Digital Currency1.97%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.62%
- 🇰🇾 Cayman Islands0.89%
- 🇸🇬 Singapore0.79%
- 🇹🇼 Taiwan0.56%
- 🇮🇹 Italy0.22%
Dividends
Dividend Yield
1.14%
13 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BIL (4.68%)
Performance Metrics
Score 4.9/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
0.14
0.14
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
0.14
0.14
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.73
High:
GRAB
953.57GRABLow:
VRTX
-117.22VRTXDetails
PEG Ratio
123.76
High:GRAB
887.4GRABLow:
AMZN
51.31AMZNDetails
Price/Book
5.42
High:
OPFI
44.62OPFILow:
BRK.B
1.56BRK.BDetails
Price/Sales
5.37
High:
CRDO
38.97CRDOLow:OPFI
0.51OPFIDetails
Price/CF
17.49
High:CRDO
135.04CRDOLow:OPFI
0.67OPFIDetails
Price/FCF
43.53
High:CRDO
302.84CRDOLow:OPFI
0.71OPFIDetails
P/E Ratio
24.73
High:GRAB
953.57GRABLow:VRTX
-117.22VRTXDetails
PEG Ratio
123.76
High:GRAB
887.4GRABLow:AMZN
51.31AMZNDetails
Price/Book
5.42
High:OPFI
44.62OPFILow:BRK.B
1.56BRK.BDetails
Price/Sales
5.37
High:CRDO
38.97CRDOLow:OPFI
0.51OPFIDetails
Price/CF
17.49
High:CRDO
135.04CRDOLow:OPFI
0.67OPFIDetails
Price/FCF
43.53
High:CRDO
302.84CRDOLow:OPFI
0.71OPFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.65% | Jan 2022 | Mar 2024 | 26 |
-11.83% | Feb 2025 | - | 6 |
-6.5% | Sep 2021 | Oct 2021 | 1 |
-5.4% | Sep 2020 | Dec 2020 | 3 |
-5.36% | Jul 2019 | Jan 2020 | 6 |
-2.94% | Apr 2024 | May 2024 | 1 |
-2.51% | Feb 2021 | Apr 2021 | 2 |
-2% | Feb 2020 | Mar 2020 | 1 |
-1.44% | May 2021 | Jun 2021 | 1 |
-0.93% | Oct 2024 | Nov 2024 | 1 |
-0.35% | Jun 2020 | Jul 2020 | 1 |
-0.25% | Nov 2021 | Dec 2021 | 1 |
-0.05% | Dec 2024 | Jan 2025 | 1 |