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+2.6%
This Month
+13.36%
Year To Date
+68.74%
2 Years
+148.33%
5 Years
+286.89%
10 Years
+26.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.66%
- 🖥️ Technology Services24.96%
- 🛍️ Retail Trade3.7%
- 💰 Finance3.22%
- 💇♀️ Consumer Services2.71%
- 📊 ETFs1.99%
- 💼 Commercial Services0.49%
- 💵 Cash0.28%
- 🛠️ Producer Manufacturing0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.12%
- 🇺🇸 NYSE9.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.3%
- 🇳🇱 Netherlands6.32%
- 🇹🇼 Taiwan2.66%
- 🇨🇳 China0.48%
- 🇮🇱 Israel0.16%
Dividends
Dividend Yield
0.22%
10 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
1.93
1.93
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
1.93
1.93
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.19
High:
TWLO
332.81TWLOLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-570.59
High:
ABNB
1,508.67ABNBLow:CRWD
-5,401.66CRWDDetails
Price/Book
19.88
High:
AAPL
45.14AAPLLow:
SPCE
0.94SPCEDetails
Price/Sales
15.45
High:SPCE
155.93SPCELow:
PYPL
1.25PYPLDetails
Price/CF
32.7
High:
LMND
158.9LMNDLow:PYPL
6.51PYPLDetails
Price/FCF
44.16
High:
BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
P/E Ratio
32.19
High:TWLO
332.81TWLOLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-570.59
High:ABNB
1,508.67ABNBLow:CRWD
-5,401.66CRWDDetails
Price/Book
19.88
High:AAPL
45.14AAPLLow:SPCE
0.94SPCEDetails
Price/Sales
15.45
High:SPCE
155.93SPCELow:PYPL
1.25PYPLDetails
Price/CF
32.7
High:LMND
158.9LMNDLow:PYPL
6.51PYPLDetails
Price/FCF
44.16
High:BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.47% | Jul 2021 | Jan 2024 | 30 |
-15.66% | Dec 2024 | May 2025 | 5 |
-13.96% | Nov 2025 | May 2026 | 6 |
-6.94% | Jul 2024 | Oct 2024 | 3 |
-6.48% | Apr 2024 | May 2024 | 1 |
-3.93% | Mar 2021 | May 2021 | 2 |
-3.52% | Jun 2026 | - | 2 |
-3.44% | Oct 2020 | Nov 2020 | 1 |
-1.09% | Aug 2025 | Sep 2025 | 1 |
-0.59% | Jan 2021 | Feb 2021 | 1 |