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-13.74%
This Month
+19.53%
Year To Date
+183.01%
2 Years
+120.96%
5 Years
+120.96%
10 Years
+18.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.35%
- 💻 Electronic Technology29.57%
- 💵 Cash13.39%
- 💰 Finance6.58%
- 🏥 Health Services6.15%
- 🧬 Health Technology2.16%
- 🛍️ Retail Trade1.95%
- 📡 Communications1.19%
- 🏭 Industrial Services1.13%
- ⚡ Utilities0.79%
- 🚗 Consumer Durables0.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq82.23%
- 🇺🇸 NYSE11.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.09%
- 🇳🇱 Netherlands23.58%
- 🇺🇾 Uruguay1.95%
- 🇮🇱 Israel0.96%
Dividends
Dividend Yield
0.03%
5 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HCI (0.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
6.8
6.8
-2
0
2
7
7
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
6.8
6.8
-2
0
2
7
7
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.36
High:
TSLA
372.52TSLALow:
BE
-4,337.06BEDetails
PEG Ratio
-28.52
High:
SOFI
413.16SOFILow:
RKLB
-1,227.64RKLBDetails
Price/Book
20
High:BE
75.45BELow:
WIX
-26.95WIXDetails
Price/Sales
19.38
High:
ASTS
250.94ASTSLow:
PGY
1.36PGYDetails
Price/CF
37
High:
NBIS
172.05NBISLow:PGY
4.56PGYDetails
Price/FCF
45.4
High:NBIS
242.15NBISLow:PGY
4.82PGYDetails
P/E Ratio
35.36
High:TSLA
372.52TSLALow:BE
-4,337.06BEDetails
PEG Ratio
-28.52
High:SOFI
413.16SOFILow:RKLB
-1,227.64RKLBDetails
Price/Book
20
High:BE
75.45BELow:WIX
-26.95WIXDetails
Price/Sales
19.38
High:ASTS
250.94ASTSLow:PGY
1.36PGYDetails
Price/CF
37
High:NBIS
172.05NBISLow:PGY
4.56PGYDetails
Price/FCF
45.4
High:NBIS
242.15NBISLow:PGY
4.82PGYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.41% | Jan 2022 | Nov 2024 | 34 |
-29.96% | Nov 2025 | May 2026 | 6 |
-17.01% | Mar 2025 | May 2025 | 2 |
-13.74% | Jul 2026 | - | 1 |
-4.5% | Dec 2024 | Jan 2025 | 1 |
-4.45% | Aug 2025 | Sep 2025 | 1 |