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+1.5%
This Month
+22.66%
Year To Date
+74.24%
2 Years
+181.28%
5 Years
+318.62%
10 Years
+26.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology61.7%
- 🖥️ Technology Services26.46%
- 🛍️ Retail Trade3.61%
- 💇♀️ Consumer Services2.91%
- 💰 Finance2.85%
- 📊 ETFs1.91%
- 💼 Commercial Services0.45%
- 🛠️ Producer Manufacturing0.1%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.67%
- 🇺🇸 NYSE9.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.5%
- 🇳🇱 Netherlands5.57%
- 🇹🇼 Taiwan2.5%
- 🇨🇳 China0.43%
- 🇮🇱 Israel0.1%
Dividends
Dividend Yield
0.21%
10 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
3.35
3.35
-2
0
2
4.5
4.5
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
3.35
3.35
-2
0
2
4.5
4.5
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
1.51
1.51
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.89
High:
TWLO
332.81TWLOLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-615.32
High:
ABNB
669.21ABNBLow:CRWD
-5,401.66CRWDDetails
Price/Book
19.56
High:
AAPL
43.48AAPLLow:
SPCE
0.94SPCEDetails
Price/Sales
15.39
High:SPCE
155.93SPCELow:
PYPL
1.25PYPLDetails
Price/CF
32.85
High:
LMND
158.9LMNDLow:PYPL
6.51PYPLDetails
Price/FCF
44.59
High:
BABA
1,196.17BABALow:PYPL
7.94PYPLDetails
P/E Ratio
31.89
High:TWLO
332.81TWLOLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-615.32
High:ABNB
669.21ABNBLow:CRWD
-5,401.66CRWDDetails
Price/Book
19.56
High:AAPL
43.48AAPLLow:SPCE
0.94SPCEDetails
Price/Sales
15.39
High:SPCE
155.93SPCELow:PYPL
1.25PYPLDetails
Price/CF
32.85
High:LMND
158.9LMNDLow:PYPL
6.51PYPLDetails
Price/FCF
44.59
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 | Aug 2026 | 2 |
-3.44% | Oct 2020 | Nov 2020 | 1 |
-1.09% | Aug 2025 | Sep 2025 | 1 |
-0.59% | Jan 2021 | Feb 2021 | 1 |