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+3.54%
This Month
+13.39%
Year To Date
+221.95%
2 Years
+1448.37%
5 Years
+1448.37%
10 Years
+163%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.14%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.14% | 0.14% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
3.8
3.8
0
0.8
1.2
0
4
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
111.14
111.14
-2
0
2
112
112
Omega Ratio
3.16
3.16
0
1
1.5
4
4
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
2.68
2.68
0
0.3
0.6
3
3
Beta
3.8
3.8
0
0.8
1.2
0
4
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
3.12
3.12
0
1
2
4
4
Jensen's Alpha
111.14
111.14
-2
0
2
112
112
Omega Ratio
3.16
3.16
0
1
1.5
4
4
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
2.68
2.68
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
32.31
High:NVDA
32.31NVDALow:NVDA
32.31NVDADetails
PEG Ratio
29.49
High:NVDA
29.49NVDALow:NVDA
29.49NVDADetails
Price/Book
26.14
High:NVDA
26.14NVDALow:NVDA
26.14NVDADetails
Price/Sales
20.3
High:NVDA
20.3NVDALow:NVDA
20.3NVDADetails
Price/CF
40.43
High:NVDA
40.43NVDALow:NVDA
40.43NVDADetails
Price/FCF
43.01
High:NVDA
43.01NVDALow:NVDA
43.01NVDADetails
P/E Ratio
32.31
High:NVDA
32.31NVDALow:NVDA
32.31NVDADetails
PEG Ratio
29.49
High:NVDA
29.49NVDALow:NVDA
29.49NVDADetails
Price/Book
26.14
High:NVDA
26.14NVDALow:NVDA
26.14NVDADetails
Price/Sales
20.3
High:NVDA
20.3NVDALow:NVDA
20.3NVDADetails
Price/CF
40.43
High:NVDA
40.43NVDALow:NVDA
40.43NVDADetails
Price/FCF
43.01
High:NVDA
43.01NVDALow:NVDA
43.01NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.54% | Sep 2023 | Feb 2024 | 5 |
-44.17% | Jul 2024 | Oct 2024 | 3 |
-36.28% | Apr 2024 | May 2024 | 1 |
-17.62% | Mar 2025 | Jul 2025 | 4 |
-13.08% | Nov 2025 | Apr 2026 | 5 |
-9.76% | Dec 2024 | Jan 2025 | 1 |
-5.29% | Jun 2026 | - | 2 |
-1.35% | Aug 2025 | Sep 2025 | 1 |