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+1.63%
This Month
-4.53%
Year To Date
-2.88%
2 Years
+22.96%
5 Years
+51.46%
10 Years
+6.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services56.41%
- 🛍️ Retail Trade35.78%
- 🪙 Cryptocurrencies3.32%
- 💼 Commercial Services3.22%
- 💰 Finance0.41%
- 💻 Electronic Technology0.32%
- 💇♀️ Consumer Services0.29%
- 🚚 Transportation0.25%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq92.93%
- 🇺🇸 NYSE3.75%
- 🌍 Digital Currency3.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.35%
- 🇳🇱 Netherlands0.32%
Dividends
Dividend Yield
0.14%
11 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MAIN (5.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-4.39
-4.39
-5
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-4.39
-4.39
-5
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.6
High:
DASH.US
91.37DASH.USLow:
MAIN
11.12MAINDetails
PEG Ratio
91.45
High:
META
401.05METALow:
DUOL
4.55DUOLDetails
Price/Book
7.25
High:
MA
69.54MALow:
BKNG
-15.95BKNGDetails
Price/Sales
5.58
High:
ASML
17.74ASMLLow:
COST
1.39COSTDetails
Price/CF
17.23
High:ASML
42.41ASMLLow:DUOL
11.15DUOLDetails
Price/FCF
88.27
High:MAIN
664.56MAINLow:DUOL
11.61DUOLDetails
P/E Ratio
27.6
High:DASH.US
91.37DASH.USLow:MAIN
11.12MAINDetails
PEG Ratio
91.45
High:META
401.05METALow:DUOL
4.55DUOLDetails
Price/Book
7.25
High:MA
69.54MALow:BKNG
-15.95BKNGDetails
Price/Sales
5.58
High:ASML
17.74ASMLLow:COST
1.39COSTDetails
Price/CF
17.23
High:ASML
42.41ASMLLow:DUOL
11.15DUOLDetails
Price/FCF
88.27
High:MAIN
664.56MAINLow:DUOL
11.61DUOLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.58% | Dec 2019 | Dec 2020 | 12 |
-19.09% | Feb 2025 | Apr 2026 | 14 |
-17.23% | Jun 2022 | Dec 2023 | 18 |
-12.55% | May 2026 | - | 3 |
-3.58% | Apr 2022 | May 2022 | 1 |
-3.38% | Nov 2021 | Dec 2021 | 1 |
-3.02% | Oct 2024 | Nov 2024 | 1 |
-3.01% | Apr 2024 | Jul 2024 | 3 |
-2.54% | Jun 2021 | Oct 2021 | 4 |
-2.37% | Feb 2022 | Mar 2022 | 1 |
-1.3% | Dec 2024 | Jan 2025 | 1 |
-0.18% | Jan 2024 | Feb 2024 | 1 |