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+2.05%
This Month
+9.16%
Year To Date
+54.42%
2 Years
+65.07%
5 Years
+102.99%
10 Years
+12.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.74%
- 🖥️ Technology Services29.19%
- 💰 Finance19.16%
- 🛍️ Retail Trade10.12%
- 🪙 Cryptocurrencies2.17%
- 💻 Electronic Technology1.9%
- 🧬 Health Technology1.77%
- 🚚 Transportation0.71%
- 🚗 Consumer Durables0.2%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.34%
- 🇺🇸 NYSE44.41%
- 🌍 Digital Currency2.17%
- 🇬🇧 LSE2.03%
- 🇺🇸 Chicago Board Options Exchange2.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.49%
- 🇰🇾 Cayman Islands1.74%
- 🇹🇼 Taiwan0.93%
- 🇸🇬 Singapore0.71%
- 🇮🇹 Italy0.2%
Dividends
Dividend Yield
0.97%
13 out of 24 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BIL (4.58%)
Next Dividends
Performance Metrics
Score 5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
0.21
0.21
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.94
0.94
0
1
2
3
3
Jensen's Alpha
0.21
0.21
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.28
High:
CRDO
207.12CRDOLow:
TEM.US
-67.23TEM.USDetails
PEG Ratio
85.79
High:
RACE
300.31RACELow:TEM.US
-87.93TEM.USDetails
Price/Book
5.86
High:
OPFI
68.21OPFILow:
BRK.B
1.61BRK.BDetails
Price/Sales
5.9
High:CRDO
43.31CRDOLow:OPFI
0.5OPFIDetails
Price/CF
18.81
High:CRDO
156.96CRDOLow:
IBKR
0.74IBKRDetails
Price/FCF
50.67
High:CRDO
212.41CRDOLow:IBKR
0.74IBKRDetails
P/E Ratio
27.28
High:CRDO
207.12CRDOLow:TEM.US
-67.23TEM.USDetails
PEG Ratio
85.79
High:RACE
300.31RACELow:TEM.US
-87.93TEM.USDetails
Price/Book
5.86
High:OPFI
68.21OPFILow:BRK.B
1.61BRK.BDetails
Price/Sales
5.9
High:CRDO
43.31CRDOLow:OPFI
0.5OPFIDetails
Price/CF
18.81
High:CRDO
156.96CRDOLow:IBKR
0.74IBKRDetails
Price/FCF
50.67
High:CRDO
212.41CRDOLow:IBKR
0.74IBKRDetails
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 |
-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 |