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-7.72%
This Month
+32.23%
Year To Date
+120.95%
2 Years
+63.46%
5 Years
+232.53%
10 Years
+21.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.7%
- 💻 Electronic Technology30.71%
- 🧩 Miscellaneous15.7%
- 💵 Cash0.98%
- 🪙 Cryptocurrencies0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.88%
- 🇺🇸 Nasdaq39.23%
- 🌍 Digital Currency0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States83.41%
Dividends
Dividend Yield
0.24%
2 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.97%)
Performance Metrics
Score 6.5/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
6.39
6.39
-2
0
2
7
7
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
6.39
6.39
-2
0
2
7
7
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.7
High:
AAPL
39.92AAPLLow:
NET
-616.83NETDetails
PEG Ratio
1.23
High:AAPL
1.23AAPLLow:AAPL
1.23AAPLDetails
Price/Book
47.21
High:NET
78.98NETLow:
INTC
6.69INTCDetails
Price/Sales
11.29
High:NET
50.7NETLow:INTC
10.4INTCDetails
Price/CF
29.32
High:NET
137.21NETLow:AAPL
28.46AAPLDetails
Price/FCF
35.7
High:INTC
1,903.91INTCLow:AAPL
34.5AAPLDetails
P/E Ratio
41.7
High:AAPL
39.92AAPLLow:NET
-616.83NETDetails
PEG Ratio
1.23
High:AAPL
1.23AAPLLow:AAPL
1.23AAPLDetails
Price/Book
47.21
High:NET
78.98NETLow:INTC
6.69INTCDetails
Price/Sales
11.29
High:NET
50.7NETLow:INTC
10.4INTCDetails
Price/CF
29.32
High:NET
137.21NETLow:AAPL
28.46AAPLDetails
Price/FCF
35.7
High:INTC
1,903.91INTCLow:AAPL
34.5AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.02% | Nov 2021 | Jan 2025 | 38 |
-16.2% | Nov 2025 | May 2026 | 6 |
-7.72% | Oct 2026 | - | 1 |
-7.06% | Sep 2021 | Oct 2021 | 1 |
-6.63% | Mar 2025 | Apr 2025 | 1 |
-3.52% | Jan 2021 | Apr 2021 | 3 |
-1.5% | May 2021 | Jun 2021 | 1 |
-1.04% | Jun 2026 | Jul 2026 | 1 |
-0.78% | Jul 2021 | Aug 2021 | 1 |
-0.61% | Sep 2020 | Oct 2020 | 1 |