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+1.63%
This Month
+36.09%
Year To Date
+105.6%
2 Years
+53.04%
5 Years
+159.29%
10 Years
+19.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.63%
- 💻 Electronic Technology33.12%
- 📊 ETFs18.68%
- 💵 Cash2.06%
- 🪙 Cryptocurrencies1.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.97%
- 🇺🇸 Nasdaq40.46%
- 🌍 Digital Currency1.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.75%
Dividends
Dividend Yield
0.12%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.12% | 0.36% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
3.14
3.14
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
3.14
3.14
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.9
High:
AAPL
38.09AAPLLow:
NET
-687.12NETDetails
PEG Ratio
166.7
High:AAPL
166.7AAPLLow:AAPL
166.7AAPLDetails
Price/Book
56.73
High:AAPL
56.93AAPLLow:
FROG
8.61FROGDetails
Price/Sales
10.29
High:NET
35.45NETLow:AAPL
10.15AAPLDetails
Price/CF
34.57
High:NET
139.36NETLow:AAPL
34.06AAPLDetails
Price/FCF
46.34
High:NET
362.6NETLow:FROG
39.39FROGDetails
P/E Ratio
38.9
High:AAPL
38.09AAPLLow:NET
-687.12NETDetails
PEG Ratio
166.7
High:AAPL
166.7AAPLLow:AAPL
166.7AAPLDetails
Price/Book
56.73
High:AAPL
56.93AAPLLow:FROG
8.61FROGDetails
Price/Sales
10.29
High:NET
35.45NETLow:AAPL
10.15AAPLDetails
Price/CF
34.57
High:NET
139.36NETLow:AAPL
34.06AAPLDetails
Price/FCF
46.34
High:NET
362.6NETLow:FROG
39.39FROGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.02% | Nov 2021 | Jan 2025 | 38 |
-7.06% | Sep 2021 | Oct 2021 | 1 |
-7% | Nov 2025 | - | 2 |
-6.63% | Mar 2025 | Apr 2025 | 1 |
-3.52% | Jan 2021 | Apr 2021 | 3 |
-1.5% | May 2021 | Jun 2021 | 1 |
-0.78% | Jul 2021 | Aug 2021 | 1 |
-0.61% | Sep 2020 | Oct 2020 | 1 |