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-2.82%
This Month
-2.82%
Year To Date
+95.79%
2 Years
+133.19%
5 Years
+231.66%
10 Years
+25.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology61.36%
- 🖥️ Technology Services22.82%
- 💰 Finance5.03%
- 🛍️ Retail Trade4.46%
- 💇♀️ Consumer Services3.44%
- 📊 ETFs2.14%
- 💼 Commercial Services0.57%
- 💵 Cash0.13%
- 🛠️ Producer Manufacturing0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.76%
- 🇺🇸 NYSE11.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.9%
- 🇳🇱 Netherlands5.49%
- 🇹🇼 Taiwan2.48%
- 🇨🇳 China0.82%
- 🇮🇱 Israel0.12%
Dividends
Dividend Yield
0.17%
10 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DIS (1.33%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.67
High:
TWLO
287.17TWLOLow:
CRWD
-350.43CRWDDetails
PEG Ratio
102.42
High:
META
439.72METALow:
LMND
-150.92LMNDDetails
Price/Book
23.32
High:
AAPL
49.43AAPLLow:
SPCE
0.84SPCEDetails
Price/Sales
15.97
High:SPCE
107.02SPCELow:
PYPL
1.61PYPLDetails
Price/CF
42.13
High:CRWD
93.46CRWDLow:PYPL
10.02PYPLDetails
Price/FCF
59.9
High:
BABA
1,196.48BABALow:PYPL
11.57PYPLDetails
P/E Ratio
40.67
High:TWLO
287.17TWLOLow:CRWD
-350.43CRWDDetails
PEG Ratio
102.42
High:META
439.72METALow:LMND
-150.92LMNDDetails
Price/Book
23.32
High:AAPL
49.43AAPLLow:SPCE
0.84SPCEDetails
Price/Sales
15.97
High:SPCE
107.02SPCELow:PYPL
1.61PYPLDetails
Price/CF
42.13
High:CRWD
93.46CRWDLow:PYPL
10.02PYPLDetails
Price/FCF
59.9
High:BABA
1,196.48BABALow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.47% | Jul 2021 | Jan 2024 | 30 |
-15.66% | Dec 2024 | May 2025 | 5 |
-9.29% | Nov 2025 | - | 3 |
-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 |