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-8.37%
This Month
-20.46%
Year To Date
+24.1%
2 Years
+118.9%
5 Years
+401.92%
10 Years
+26.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.06%
- 💻 Electronic Technology34.19%
- 🛍️ Retail Trade9.86%
- 📊 ETFs8.18%
- 💵 Cash2.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq81.56%
- 🇺🇸 Chicago Board Options Exchange8.18%
- 🇬🇧 LSE7.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.56%
- 🇬🇧 United Kingdom7.54%
Dividends
Dividend Yield
0.21%
6 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.94%)
Performance Metrics
Score 8.6/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
15.98
15.98
-2
0
2
16
16
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
2.6
2.6
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
1.2
1.2
0
0.5
1
2
2
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
15.98
15.98
-2
0
2
16
16
Omega Ratio
1.88
1.88
0
1
1.5
2.5
2.5
Treynor Ratio
2.6
2.6
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
1.44
1.44
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
25.62
High:
CRWD
7,637.82CRWDLow:
MU
14.34MUDetails
PEG Ratio
8.99
High:CRWD
67.97CRWDLow:MU
0.02MUDetails
Price/Book
9.66
High:CRWD
54.72CRWDLow:
AMZN
4.91AMZNDetails
Price/Sales
9.45
High:
PLTR
79.03PLTRLow:AMZN
3.53AMZNDetails
Price/CF
20.93
High:CRWD
98.85CRWDLow:
META
11.09METADetails
Price/FCF
58.03
High:AMZN
325.85AMZNLow:MU
18.83MUDetails
P/E Ratio
25.62
High:CRWD
7,637.82CRWDLow:MU
14.34MUDetails
PEG Ratio
8.99
High:CRWD
67.97CRWDLow:MU
0.02MUDetails
Price/Book
9.66
High:CRWD
54.72CRWDLow:AMZN
4.91AMZNDetails
Price/Sales
9.45
High:PLTR
79.03PLTRLow:AMZN
3.53AMZNDetails
Price/CF
20.93
High:CRWD
98.85CRWDLow:META
11.09METADetails
Price/FCF
58.03
High:AMZN
325.85AMZNLow:MU
18.83MUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.75% | Nov 2025 | - | 12 |
-16.11% | Apr 2022 | Oct 2022 | 6 |
-13.32% | Sep 2020 | Dec 2020 | 3 |
-7.86% | Mar 2025 | May 2025 | 2 |
-5.43% | Nov 2021 | Mar 2022 | 4 |
-4.95% | Dec 2022 | Jan 2023 | 1 |
-3.98% | Aug 2023 | Nov 2023 | 3 |
-3.38% | Jul 2024 | Nov 2024 | 4 |
-2.93% | Jul 2021 | Sep 2021 | 2 |
-2.6% | Apr 2024 | May 2024 | 1 |
-2.18% | Feb 2023 | Mar 2023 | 1 |
-0.84% | Dec 2024 | Jan 2025 | 1 |