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+3.62%
This Month
+3.62%
Year To Date
+93.04%
2 Years
+251.72%
5 Years
+710.83%
10 Years
+39.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.66%
- 🛍️ Retail Trade25.13%
- 🪙 Cryptocurrencies10.19%
- 💻 Electronic Technology9.27%
- 📊 ETFs9.1%
- 💵 Cash1.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.03%
- 🇺🇸 NYSE16.77%
- 🌍 Digital Currency10.19%
- 🇭🇰 Hong Kong Exchanges7.25%
- 🇺🇸 Chicago Board Options Exchange2.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.43%
- 🇨🇳 China18.48%
- 🇮🇪 Ireland1.14%
Dividends
Dividend Yield
0.21%
9 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACN (2.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
21.32
21.32
-2
0
2
22
22
Omega Ratio
2.14
2.14
0
1
1.5
3
3
Treynor Ratio
2.66
2.66
0
0.75
1.25
3
3
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
1.14
1.14
0
0.5
1
2
2
Sortino Ratio
2.63
2.63
0
1
2
3
3
Jensen's Alpha
21.32
21.32
-2
0
2
22
22
Omega Ratio
2.14
2.14
0
1
1.5
3
3
Treynor Ratio
2.66
2.66
0
0.75
1.25
3
3
Information Ratio
0.85
0.85
0
0.3
0.6
1
1
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.78
High:
PANW
116.54PANWLow:
ZS
-815.36ZSDetails
PEG Ratio
160.53
High:
ACN
1,871.6ACNLow:
BABA
46.14BABADetails
Price/Book
9.98
High:
AAPL
51.38AAPLLow:
BIDU
1.41BIDUDetails
Price/Sales
7.56
High:
NET
32.08NETLow:
03690.HK
1.5303690.HKDetails
Price/CF
22.16
High:NET
139.36NETLow:
ON
11.26ONDetails
Price/FCF
61.81
High:BABA
1,196.17BABALow:
ADBE
13.55ADBEDetails
P/E Ratio
34.78
High:PANW
116.54PANWLow:ZS
-815.36ZSDetails
PEG Ratio
160.53
High:ACN
1,871.6ACNLow:BABA
46.14BABADetails
Price/Book
9.98
High:AAPL
51.38AAPLLow:BIDU
1.41BIDUDetails
Price/Sales
7.56
High:NET
32.08NETLow:03690.HK
1.5303690.HKDetails
Price/CF
22.16
High:NET
139.36NETLow:ON
11.26ONDetails
Price/FCF
61.81
High:BABA
1,196.17BABALow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.76% | Feb 2020 | May 2020 | 3 |
-18.09% | Apr 2022 | Jan 2023 | 9 |
-13.56% | Feb 2025 | Jun 2025 | 4 |
-11.66% | Oct 2019 | Jan 2020 | 3 |
-8.68% | Aug 2023 | Dec 2023 | 4 |
-3.15% | Nov 2025 | Jan 2026 | 2 |
-1.98% | Feb 2023 | Mar 2023 | 1 |
-1.81% | Jul 2024 | Sep 2024 | 2 |
-1.59% | Apr 2024 | May 2024 | 1 |
-1.4% | Mar 2021 | May 2021 | 2 |
-0.3% | Dec 2024 | Jan 2025 | 1 |