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+9.08%
This Month
+23.85%
Year To Date
+74.47%
2 Years
+129.7%
5 Years
+1228.4%
10 Years
+57.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology72.66%
- 🖥️ Technology Services11.45%
- 🪙 Cryptocurrencies5.9%
- 🧩 Miscellaneous5.56%
- 🛍️ Retail Trade3.07%
- 💰 Finance1.04%
- 🍞 Consumer Non Durables0.3%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.66%
- 🇺🇸 NYSE42.43%
- 🌍 Digital Currency5.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.96%
- 🇹🇼 Taiwan36.87%
- 🇬🇧 United Kingdom6.4%
- 🇨🇦 Canada0.3%
Dividends
Dividend Yield
0.36%
4 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.99%)
Performance Metrics
Score 8.6/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
6.59
6.59
0
1
2
7
7
Jensen's Alpha
45.78
45.78
-2
0
2
46
46
Omega Ratio
3.13
3.13
0
1
1.5
4
4
Treynor Ratio
4.52
4.52
0
0.75
1.25
5
5
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
3.59
3.59
0
0.3
0.6
4
4
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
6.59
6.59
0
1
2
7
7
Jensen's Alpha
45.78
45.78
-2
0
2
46
46
Omega Ratio
3.13
3.13
0
1
1.5
4
4
Treynor Ratio
4.52
4.52
0
0.75
1.25
5
5
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
3.59
3.59
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
34.2
High:
ARM
362.13ARMLow:
LULU
9.56LULUDetails
PEG Ratio
269.5
High:ARM
2,798.34ARMLow:
SNDK
13.01SNDKDetails
Price/Book
12.29
High:ARM
39.36ARMLow:LULU
2.99LULUDetails
Price/Sales
13.6
High:ARM
66.54ARMLow:LULU
1.34LULUDetails
Price/CF
24.57
High:ARM
106.02ARMLow:LULU
12.76LULUDetails
Price/FCF
65.3
High:
AMZN
325.85AMZNLow:LULU
22.19LULUDetails
P/E Ratio
34.2
High:ARM
362.13ARMLow:LULU
9.56LULUDetails
PEG Ratio
269.5
High:ARM
2,798.34ARMLow:SNDK
13.01SNDKDetails
Price/Book
12.29
High:ARM
39.36ARMLow:LULU
2.99LULUDetails
Price/Sales
13.6
High:ARM
66.54ARMLow:LULU
1.34LULUDetails
Price/CF
24.57
High:ARM
106.02ARMLow:LULU
12.76LULUDetails
Price/FCF
65.3
High:AMZN
325.85AMZNLow:LULU
22.19LULUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.4% | Feb 2025 | May 2025 | 3 |
-7.5% | Jun 2023 | Nov 2023 | 5 |
-7.38% | Nov 2025 | Apr 2026 | 5 |
-6.08% | Apr 2024 | May 2024 | 1 |
-5.89% | Sep 2020 | Nov 2020 | 2 |
-3.45% | Feb 2023 | Mar 2023 | 1 |
-3.43% | Jul 2024 | Oct 2024 | 3 |
-2.24% | Dec 2024 | Jan 2025 | 1 |
-0.5% | Aug 2025 | Sep 2025 | 1 |
-0.13% | Dec 2022 | Jan 2023 | 1 |