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0%
This Month
-4.45%
Year To Date
+71.9%
2 Years
+124.54%
5 Years
+265.02%
10 Years
+14.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology97.87%
- 💵 Cash3.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.87%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.87%
Dividends
Dividend Yield
0.38%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.38% | 0.39% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
4.8
4.8
-2
0
2
5
5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
4.8
4.8
-2
0
2
5
5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.39
High:AAPL
33.39AAPLLow:AAPL
33.39AAPLDetails
PEG Ratio
130.52
High:AAPL
130.52AAPLLow:AAPL
130.52AAPLDetails
Price/Book
43.99
High:AAPL
43.99AAPLLow:AAPL
43.99AAPLDetails
Price/Sales
8.97
High:AAPL
8.97AAPLLow:AAPL
8.97AAPLDetails
Price/CF
29.89
High:AAPL
29.89AAPLLow:AAPL
29.89AAPLDetails
Price/FCF
37.55
High:AAPL
37.55AAPLLow:AAPL
37.55AAPLDetails
P/E Ratio
33.39
High:AAPL
33.39AAPLLow:AAPL
33.39AAPLDetails
PEG Ratio
130.52
High:AAPL
130.52AAPLLow:AAPL
130.52AAPLDetails
Price/Book
43.99
High:AAPL
43.99AAPLLow:AAPL
43.99AAPLDetails
Price/Sales
8.97
High:AAPL
8.97AAPLLow:AAPL
8.97AAPLDetails
Price/CF
29.89
High:AAPL
29.89AAPLLow:AAPL
29.89AAPLDetails
Price/FCF
37.55
High:AAPL
37.55AAPLLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.71% | Jan 2022 | Jul 2024 | 30 |
-35.82% | Nov 2016 | Apr 2020 | 41 |
-18.83% | Sep 2020 | Nov 2020 | 2 |
-10.25% | Feb 2021 | Jul 2021 | 5 |
-8.78% | Aug 2015 | Oct 2015 | 2 |
-6.73% | Dec 2025 | - | 2 |
-6.37% | Dec 2015 | Mar 2016 | 3 |
-5.17% | May 2025 | Jul 2025 | 2 |
-3.26% | Sep 2021 | Oct 2021 | 1 |
-2.92% | Jun 2016 | Jul 2016 | 1 |
-2.14% | Apr 2016 | May 2016 | 1 |
-1% | Jun 2015 | Jul 2015 | 1 |