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+0.57%
This Month
-5%
Year To Date
+54.27%
2 Years
+130.02%
5 Years
+224.22%
10 Years
+23.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology63.93%
- 🖥️ Technology Services22%
- 🛍️ Retail Trade4.03%
- 💰 Finance3.71%
- 💇♀️ Consumer Services3.4%
- 📊 ETFs2.23%
- 💼 Commercial Services0.48%
- 💵 Cash0.16%
- 🛠️ Producer Manufacturing0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq89.22%
- 🇺🇸 NYSE10.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.1%
- 🇳🇱 Netherlands5.97%
- 🇹🇼 Taiwan2.78%
- 🇨🇳 China0.7%
- 🇮🇱 Israel0.16%
Dividends
Dividend Yield
0.18%
10 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
1.06
1.06
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
1.06
1.06
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.54
High:
TWLO
624TWLOLow:
CRWD
-322.68CRWDDetails
PEG Ratio
72.92
High:TWLO
463.98TWLOLow:
LMND
-114.85LMNDDetails
Price/Book
20.2
High:
AAPL
43.77AAPLLow:
SPCE
0.73SPCEDetails
Price/Sales
14.99
High:SPCE
93.11SPCELow:
PYPL
1.32PYPLDetails
Price/CF
36.28
High:CRWD
93.46CRWDLow:PYPL
8.54PYPLDetails
Price/FCF
54.99
High:
BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
P/E Ratio
35.54
High:TWLO
624TWLOLow:CRWD
-322.68CRWDDetails
PEG Ratio
72.92
High:TWLO
463.98TWLOLow:LMND
-114.85LMNDDetails
Price/Book
20.2
High:AAPL
43.77AAPLLow:SPCE
0.73SPCEDetails
Price/Sales
14.99
High:SPCE
93.11SPCELow:PYPL
1.32PYPLDetails
Price/CF
36.28
High:CRWD
93.46CRWDLow:PYPL
8.54PYPLDetails
Price/FCF
54.99
High:BABA
1,196.17BABALow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.47% | Jul 2021 | Jan 2024 | 30 |
-15.66% | Dec 2024 | May 2025 | 5 |
-11.82% | Nov 2025 | - | 5 |
-6.94% | Jul 2024 | Oct 2024 | 3 |
-6.48% | Apr 2024 | May 2024 | 1 |
-3.93% | Mar 2021 | May 2021 | 2 |
-3.44% | Oct 2020 | Nov 2020 | 1 |
-1.09% | Aug 2025 | Sep 2025 | 1 |
-0.59% | Jan 2021 | Feb 2021 | 1 |