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-0.05%
This Month
-6.86%
Year To Date
+107.57%
2 Years
+152.61%
5 Years
+829.55%
10 Years
+49.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.13%
- 💻 Electronic Technology16.71%
- 🛍️ Retail Trade16.7%
- 🚗 Consumer Durables14.06%
- 💰 Finance7.52%
- 📊 ETFs7.03%
- 🧬 Health Technology3.85%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq83.6%
- 🇺🇸 NYSE9.37%
- 🇺🇸 Chicago Board Options Exchange7.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.18%
- 🇮🇱 Israel12.73%
- 🇨🇳 China6.06%
Dividends
Dividend Yield
0.09%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.77%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
29.88
29.88
-2
0
2
30
30
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
2.18
2.18
0
0.8
1.2
0
3
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
29.88
29.88
-2
0
2
30
30
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
0.74
0.74
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.22
High:
TSLA
364.71TSLALow:
LMND
-23.1LMNDDetails
PEG Ratio
36.03
High:
ETOR
157.28ETORLow:
PRCT
-692.2PRCTDetails
Price/Book
9.87
High:
PLTR
47.65PLTRLow:ETOR
1.91ETORDetails
Price/Sales
7.88
High:PLTR
84.66PLTRLow:
BABA
2.32BABADetails
Price/CF
28.76
High:PLTR
214.31PLTRLow:ETOR
9.08ETORDetails
Price/FCF
78.9
High:BABA
1,196.17BABALow:ETOR
9.25ETORDetails
P/E Ratio
37.22
High:TSLA
364.71TSLALow:LMND
-23.1LMNDDetails
PEG Ratio
36.03
High:ETOR
157.28ETORLow:PRCT
-692.2PRCTDetails
Price/Book
9.87
High:PLTR
47.65PLTRLow:ETOR
1.91ETORDetails
Price/Sales
7.88
High:PLTR
84.66PLTRLow:BABA
2.32BABADetails
Price/CF
28.76
High:PLTR
214.31PLTRLow:ETOR
9.08ETORDetails
Price/FCF
78.9
High:BABA
1,196.17BABALow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.22% | Nov 2021 | Jul 2024 | 32 |
-31.34% | Mar 2020 | Apr 2020 | 1 |
-30.48% | Jun 2020 | Nov 2020 | 5 |
-28.48% | May 2021 | Oct 2021 | 5 |
-14.76% | Feb 2025 | May 2025 | 3 |
-9.47% | Feb 2026 | - | 2 |
-3.87% | Nov 2025 | Jan 2026 | 2 |
-2.02% | Aug 2024 | Sep 2024 | 1 |