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+1.76%
This Month
+1.76%
Year To Date
+56.96%
2 Years
+59%
5 Years
+59%
10 Years
+23.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology42.74%
- 🖥️ Technology Services24.54%
- 🚚 Transportation10.06%
- 🛠️ Producer Manufacturing7.93%
- 💰 Finance5.11%
- 🛍️ Retail Trade3.61%
- 🚗 Consumer Durables2.23%
- 🧬 Health Technology1.86%
- 📈 Indexes1.67%
- 💵 Cash0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.58%
- 🇺🇸 NYSE36.07%
- 🇬🇧 LSE8.08%
- 🇫🇷 Euronext Paris5.35%
- 🌍 CFD1.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.41%
- 🇬🇧 United Kingdom8.08%
- 🇳🇱 Netherlands5.35%
- 🇹🇼 Taiwan4.5%
- 🇱🇺 Luxembourg2.88%
- 🇰🇾 Cayman Islands2.85%
Dividends
Dividend Yield
0.5%
14 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.93%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
-6.61
-6.61
-7
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
-6.61
-6.61
-7
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
1.69
1.69
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
37.89
High:
TSLA
288.29TSLALow:
CRWD
-371.37CRWDDetails
PEG Ratio
127.27
High:
JPM
1,123.65JPMLow:
UBER
3.7UBERDetails
Price/Book
11.77
High:
KLAC
42.93KLACLow:
DAL
2.28DALDetails
Price/Sales
9.57
High:CRWD
25.83CRWDLow:DAL
0.68DALDetails
Price/CF
28.38
High:TSLA
99.57TSLALow:DAL
4.65DALDetails
Price/FCF
66.92
High:
ORCL
348.36ORCLLow:DAL
13.95DALDetails
P/E Ratio
37.89
High:TSLA
288.29TSLALow:CRWD
-371.37CRWDDetails
PEG Ratio
127.27
High:JPM
1,123.65JPMLow:UBER
3.7UBERDetails
Price/Book
11.77
High:KLAC
42.93KLACLow:DAL
2.28DALDetails
Price/Sales
9.57
High:CRWD
25.83CRWDLow:DAL
0.68DALDetails
Price/CF
28.38
High:TSLA
99.57TSLALow:DAL
4.65DALDetails
Price/FCF
66.92
High:ORCL
348.36ORCLLow:DAL
13.95DALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.16% | Feb 2025 | Jun 2025 | 4 |
-8.77% | Apr 2024 | Aug 2024 | 4 |
-5.81% | Nov 2025 | - | 3 |
-4.56% | Dec 2024 | Jan 2025 | 1 |