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-7.34%
This Month
-11.09%
Year To Date
+23.75%
2 Years
+24.3%
5 Years
+87.24%
10 Years
+10%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.24%
- 💻 Electronic Technology21.46%
- 🧩 Miscellaneous20.36%
- 💵 Cash14.43%
- 💰 Finance10.89%
- 🖥️ Technology Services8.05%
- 🪙 Cryptocurrencies1.66%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.16%
- 🇺🇸 Nasdaq28.84%
- 🌍 Digital Currency1.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.92%
- 🇹🇼 Taiwan14.48%
Dividends
Dividend Yield
0.34%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (1.12%)
Performance Metrics
Score 4.3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.06
High:
NVDA
35.58NVDALow:
BRK.B
15.44BRK.BDetails
PEG Ratio
64.58
High:
MSFT
80.99MSFTLow:NVDA
53.81NVDADetails
Price/Book
6.21
High:NVDA
26.95NVDALow:BRK.B
1.44BRK.BDetails
Price/Sales
9
High:NVDA
19.73NVDALow:BRK.B
2.78BRK.BDetails
Price/CF
26.39
High:NVDA
44.64NVDALow:
TSM
20.71TSMDetails
Price/FCF
60.72
High:TSM
78.86TSMLow:BRK.B
43.3BRK.BDetails
P/E Ratio
27.06
High:NVDA
35.58NVDALow:BRK.B
15.44BRK.BDetails
PEG Ratio
64.58
High:MSFT
80.99MSFTLow:NVDA
53.81NVDADetails
Price/Book
6.21
High:NVDA
26.95NVDALow:BRK.B
1.44BRK.BDetails
Price/Sales
9
High:NVDA
19.73NVDALow:BRK.B
2.78BRK.BDetails
Price/CF
26.39
High:NVDA
44.64NVDALow:TSM
20.71TSMDetails
Price/FCF
60.72
High:TSM
78.86TSMLow:BRK.B
43.3BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.08% | Dec 2021 | Aug 2024 | 32 |
-15.94% | Feb 2020 | Aug 2020 | 6 |
-12.52% | Nov 2025 | - | 6 |
-9.37% | Feb 2025 | Jun 2025 | 4 |
-5.05% | Sep 2020 | Nov 2020 | 2 |
-4.73% | Sep 2021 | Oct 2021 | 1 |
-2.29% | May 2021 | Jun 2021 | 1 |
-0.32% | Feb 2021 | Apr 2021 | 2 |
-0.31% | Oct 2024 | Nov 2024 | 1 |
-0.27% | Jul 2019 | Aug 2019 | 1 |