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+1.02%
This Month
+1.02%
Year To Date
+46.81%
2 Years
+69.99%
5 Years
+119.12%
10 Years
+13.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.38%
- 📊 ETFs27.63%
- 💰 Finance18.64%
- 🛍️ Retail Trade11.1%
- 💻 Electronic Technology3.91%
- 🪨 Non Energy Minerals3.86%
- 🪙 Cryptocurrencies2.17%
- 🧬 Health Technology1.55%
- 💵 Cash0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.68%
- 🇺🇸 NYSE38.26%
- 🇬🇧 LSE6.14%
- 🌍 Digital Currency2.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.19%
- 🇵🇪 Peru2.97%
- 🇨🇦 Canada2.08%
- 🇰🇾 Cayman Islands1.87%
- 🇰🇷 South Korea1.34%
Dividends
Dividend Yield
0.18%
9 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SCHW (1.08%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
0.69
0.69
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.3
High:
CRDO
133.75CRDOLow:
TEM.US
-56.42TEM.USDetails
PEG Ratio
115.48
High:
META
433.38METALow:TEM.US
-73.45TEM.USDetails
Price/Book
6.31
High:TEM.US
23.37TEM.USLow:
BRK.B
1.5BRK.BDetails
Price/Sales
6.36
High:CRDO
36.12CRDOLow:BRK.B
2.81BRK.BDetails
Price/CF
19.11
High:CRDO
197.95CRDOLow:
IBKR
1.13IBKRDetails
Price/FCF
53.31
High:
BVN
286.18BVNLow:IBKR
1.13IBKRDetails
P/E Ratio
29.3
High:CRDO
133.75CRDOLow:TEM.US
-56.42TEM.USDetails
PEG Ratio
115.48
High:META
433.38METALow:TEM.US
-73.45TEM.USDetails
Price/Book
6.31
High:TEM.US
23.37TEM.USLow:BRK.B
1.5BRK.BDetails
Price/Sales
6.36
High:CRDO
36.12CRDOLow:BRK.B
2.81BRK.BDetails
Price/CF
19.11
High:CRDO
197.95CRDOLow:IBKR
1.13IBKRDetails
Price/FCF
53.31
High:BVN
286.18BVNLow:IBKR
1.13IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.65% | Jan 2022 | Mar 2024 | 26 |
-11.83% | Feb 2025 | Aug 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 |
-1.02% | Dec 2025 | - | 2 |
-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 |