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+18.58%
This Month
+36.98%
Year To Date
+199.89%
2 Years
+233.61%
5 Years
+236.81%
10 Years
+24.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology36.97%
- 🏭 Industrial Services24.25%
- 💵 Cash18.6%
- 🖥️ Technology Services12.88%
- 💻 Electronic Technology10.9%
- 🚚 Transportation0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.45%
- 🇺🇸 NYSE14.54%
- 🇫🇷 Euronext Paris0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.28%
- 🇮🇱 Israel3.61%
- 🇰🇾 Cayman Islands0.1%
- 🇫🇷 France0.08%
Dividends
Dividend Yield
0%
0 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
11.63
11.63
-2
0
2
12
12
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1.06
1.06
0
1
2
3
3
Jensen's Alpha
11.63
11.63
-2
0
2
12
12
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-63.15
High:
CRDO
104.43CRDOLow:
CRNC
-391.82CRNCDetails
PEG Ratio
64.68
High:
STRL.US
234STRL.USLow:CRNC
-391.48CRNCDetails
Price/Book
12.38
High:
MIRM
25.86MIRMLow:
SKLZ
0.97SKLZDetails
Price/Sales
8.29
High:CRDO
33.85CRDOLow:
DNLI
-DNLIDetails
Price/CF
25.69
High:SKLZ
652.51SKLZLow:CRNC
5.35CRNCDetails
Price/FCF
28.84
High:CRDO
84.8CRDOLow:SKLZ
3.32SKLZDetails
P/E Ratio
-63.15
High:CRDO
104.43CRDOLow:CRNC
-391.82CRNCDetails
PEG Ratio
64.68
High:STRL.US
234STRL.USLow:CRNC
-391.48CRNCDetails
Price/Book
12.38
High:MIRM
25.86MIRMLow:SKLZ
0.97SKLZDetails
Price/Sales
8.29
High:CRDO
33.85CRDOLow:DNLI
-DNLIDetails
Price/CF
25.69
High:SKLZ
652.51SKLZLow:CRNC
5.35CRNCDetails
Price/FCF
28.84
High:CRDO
84.8CRDOLow:SKLZ
3.32SKLZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.36% | Mar 2021 | Feb 2024 | 35 |
-32.98% | Dec 2024 | Jun 2025 | 6 |
-14.88% | Mar 2024 | Oct 2024 | 7 |
-13.15% | Feb 2026 | May 2026 | 3 |
-7.61% | Oct 2025 | Jan 2026 | 3 |