Loading...
+1.83%
This Month
+47.51%
Year To Date
+145.3%
2 Years
+264.83%
5 Years
+501.95%
10 Years
+26.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.03%
- 💻 Electronic Technology34.07%
- 🛠️ Producer Manufacturing16.07%
- 🪙 Cryptocurrencies5.42%
- 🧬 Health Technology3.51%
- 🚗 Consumer Durables0.88%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.63%
- 🇺🇸 NYSE32.94%
- 🌍 Digital Currency5.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States94.57%
Dividends
Dividend Yield
0.07%
3 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $META (0.34%)
Performance Metrics
Score 6.6/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
11.35
11.35
-2
0
2
12
12
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
11.35
11.35
-2
0
2
12
12
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.59
High:
TSLA
357.04TSLALow:
PACB
-0.87PACBDetails
PEG Ratio
135.23
High:
META
364.79METALow:
NVDA
61.24NVDADetails
Price/Book
9.97
High:PACB
90.34PACBLow:META
6.34METADetails
Price/Sales
11.14
High:
PLTR
82.84PLTRLow:PACB
3.02PACBDetails
Price/CF
21.82
High:PACB
226.87PACBLow:META
11.83METADetails
Price/FCF
63.58
High:
COHR
403.54COHRLow:META
34.18METADetails
P/E Ratio
30.59
High:TSLA
357.04TSLALow:PACB
-0.87PACBDetails
PEG Ratio
135.23
High:META
364.79METALow:NVDA
61.24NVDADetails
Price/Book
9.97
High:PACB
90.34PACBLow:META
6.34METADetails
Price/Sales
11.14
High:PLTR
82.84PLTRLow:PACB
3.02PACBDetails
Price/CF
21.82
High:PACB
226.87PACBLow:META
11.83METADetails
Price/FCF
63.58
High:COHR
403.54COHRLow:META
34.18METADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.23% | Dec 2021 | May 2023 | 17 |
-30.72% | Dec 2018 | Apr 2020 | 16 |
-18.29% | Apr 2024 | Nov 2024 | 7 |
-14.16% | Feb 2025 | May 2025 | 3 |
-8.77% | Sep 2020 | Nov 2020 | 2 |
-7.65% | Jul 2021 | Oct 2021 | 3 |
-7.3% | Sep 2023 | Feb 2024 | 5 |
-5.82% | Feb 2021 | Jun 2021 | 4 |
-2.79% | Dec 2024 | Jan 2025 | 1 |
-2.42% | Aug 2025 | Sep 2025 | 1 |
-0.27% | Mar 2026 | Apr 2026 | 1 |