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-0.07%
This Month
+17.76%
Year To Date
+48.97%
2 Years
+75.22%
5 Years
+118.99%
10 Years
+13.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.58%
- 📊 ETFs27.87%
- 💰 Finance20.15%
- 🛍️ Retail Trade10.51%
- 🪙 Cryptocurrencies2.06%
- 💻 Electronic Technology1.99%
- 🧬 Health Technology1.84%
- 🪨 Non Energy Minerals1.34%
- 🚚 Transportation0.64%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.34%
- 🇺🇸 NYSE38.72%
- 🇬🇧 LSE3.87%
- 🌍 Digital Currency2.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.07%
- 🇰🇾 Cayman Islands1.99%
- 🇵🇪 Peru1.34%
- 🇹🇼 Taiwan1.01%
- 🇸🇬 Singapore0.64%
Dividends
Dividend Yield
0.18%
8 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SCHW (1.15%)
Performance Metrics
Score 5.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
0.95
0.95
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
0.95
0.95
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.78
High:
GRAB
175.08GRABLow:
TEM.US
-63.29TEM.USDetails
PEG Ratio
119.5
High:
META
458.88METALow:TEM.US
-82.4TEM.USDetails
Price/Book
6.56
High:
CRDO
26.26CRDOLow:
BRK.B
1.56BRK.BDetails
Price/Sales
6.75
High:CRDO
44.59CRDOLow:
OPFI
1.56OPFIDetails
Price/CF
19.76
High:CRDO
197.95CRDOLow:
IBKR
1.13IBKRDetails
Price/FCF
53.92
High:
BVN
286.18BVNLow:IBKR
1.13IBKRDetails
P/E Ratio
29.78
High:GRAB
175.08GRABLow:TEM.US
-63.29TEM.USDetails
PEG Ratio
119.5
High:META
458.88METALow:TEM.US
-82.4TEM.USDetails
Price/Book
6.56
High:CRDO
26.26CRDOLow:BRK.B
1.56BRK.BDetails
Price/Sales
6.75
High:CRDO
44.59CRDOLow:OPFI
1.56OPFIDetails
Price/CF
19.76
High:CRDO
197.95CRDOLow:IBKR
1.13IBKRDetails
Price/FCF
53.92
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 |
-0.93% | Oct 2024 | Nov 2024 | 1 |
-0.35% | Jun 2020 | Jul 2020 | 1 |
-0.25% | Nov 2021 | Dec 2021 | 1 |
-0.07% | Dec 2025 | - | 1 |
-0.05% | Dec 2024 | Jan 2025 | 1 |