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+1.33%
This Month
-3.95%
Year To Date
+10.87%
2 Years
+10.87%
5 Years
+10.87%
10 Years
+10.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.34%
- 💻 Electronic Technology17.93%
- 🖥️ Technology Services5.49%
- 🧬 Health Technology2.34%
- ⛏️ Energy Minerals0.95%
- 🪙 Cryptocurrencies0.53%
- 🛍️ Retail Trade0.42%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE71.07%
- 🇺🇸 Nasdaq28.4%
- 🌍 Digital Currency0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.7%
- 🇨🇳 China0.42%
Dividends
Dividend Yield
0.08%
6 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $CVX (3.47%)
Performance Metrics
Score 5.1/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
-0.44
-0.44
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
1.91
1.91
0
0.3
0.6
2
2
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.94
0.94
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
-0.44
-0.44
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
1.91
1.91
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.68
High:
NVDA
36.19NVDALow:
MU
17.29MUDetails
PEG Ratio
47.09
High:
UTHR
143.69UTHRLow:MU
4.22MUDetails
Price/Book
12.33
High:NVDA
27.41NVDALow:
BABA
1.84BABADetails
Price/Sales
12.19
High:NVDA
20.07NVDALow:BABA
2.08BABADetails
Price/CF
29.72
High:NVDA
44.64NVDALow:
CVX
8.97CVXDetails
Price/FCF
57.02
High:BABA
1,196.17BABALow:UTHR
22.15UTHRDetails
P/E Ratio
29.68
High:NVDA
36.19NVDALow:MU
17.29MUDetails
PEG Ratio
47.09
High:UTHR
143.69UTHRLow:MU
4.22MUDetails
Price/Book
12.33
High:NVDA
27.41NVDALow:BABA
1.84BABADetails
Price/Sales
12.19
High:NVDA
20.07NVDALow:BABA
2.08BABADetails
Price/CF
29.72
High:NVDA
44.64NVDALow:CVX
8.97CVXDetails
Price/FCF
57.02
High:BABA
1,196.17BABALow:UTHR
22.15UTHRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.12% | Feb 2026 | - | 3 |
-4.75% | Mar 2025 | May 2025 | 2 |
-0.87% | Nov 2025 | Jan 2026 | 2 |