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-7.81%
This Month
-7.81%
Year To Date
+92.03%
2 Years
+37.97%
5 Years
+131.84%
10 Years
+17.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.27%
- 💻 Electronic Technology31.38%
- 📊 ETFs20.6%
- 💵 Cash2.11%
- 🪙 Cryptocurrencies0.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.37%
- 🇺🇸 Nasdaq38.89%
- 🌍 Digital Currency0.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.66%
Dividends
Dividend Yield
0.13%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AAPL (0.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.13% | 0.42% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
2.71
2.71
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
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
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
2.71
2.71
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.81
High:AAPL
33.07AAPLLow:
NET
-596.57NETDetails
PEG Ratio
144.73
High:AAPL
144.73AAPLLow:AAPL
144.73AAPLDetails
Price/Book
49.24
High:AAPL
49.43AAPLLow:
FROG
7.7FROGDetails
Price/Sales
8.94
High:NET
30.78NETLow:AAPL
8.81AAPLDetails
Price/CF
34.59
High:NET
139.36NETLow:AAPL
34.06AAPLDetails
Price/FCF
46.37
High:NET
362.6NETLow:FROG
39.39FROGDetails
P/E Ratio
33.81
High:AAPL
33.07AAPLLow:NET
-596.57NETDetails
PEG Ratio
144.73
High:AAPL
144.73AAPLLow:AAPL
144.73AAPLDetails
Price/Book
49.24
High:AAPL
49.43AAPLLow:FROG
7.7FROGDetails
Price/Sales
8.94
High:NET
30.78NETLow:AAPL
8.81AAPLDetails
Price/CF
34.59
High:NET
139.36NETLow:AAPL
34.06AAPLDetails
Price/FCF
46.37
High:NET
362.6NETLow:FROG
39.39FROGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.02% | Nov 2021 | Jan 2025 | 38 |
-15.49% | Nov 2025 | - | 3 |
-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 |
-0.78% | Jul 2021 | Aug 2021 | 1 |
-0.61% | Sep 2020 | Oct 2020 | 1 |