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-1.73%
This Month
+0.06%
Year To Date
+16.23%
2 Years
+57.96%
5 Years
+63.49%
10 Years
+8.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services65.34%
- 🛍️ Retail Trade29.92%
- 🪙 Cryptocurrencies3.12%
- 💼 Commercial Services1.03%
- 💇♀️ Consumer Services0.24%
- 💰 Finance0.24%
- 📊 ETFs0.12%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq93.96%
- 🌍 Digital Currency3.12%
- 🇺🇸 NYSE2.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.76%
Dividends
Dividend Yield
0.13%
9 out of 15 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $O (5.53%)
Performance Metrics
Score 3.6/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.93
-3.93
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-3.93
-3.93
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.41
-0.41
-1
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.21
High:
O
54.41OLow:
DUOL
23.95DUOLDetails
PEG Ratio
101.03
High:O
2,982.68OLow:DUOL
7.51DUOLDetails
Price/Book
8.68
High:
MCO
22.07MCOLow:O
1.37ODetails
Price/Sales
6.32
High:
MSFT
12.22MSFTLow:
COST
1.45COSTDetails
Price/CF
19.82
High:
NFLX
54.35NFLXLow:
TXRH
14.78TXRHDetails
Price/FCF
64.05
High:
AMZN
225.5AMZNLow:
CRM
21.91CRMDetails
P/E Ratio
32.21
High:O
54.41OLow:DUOL
23.95DUOLDetails
PEG Ratio
101.03
High:O
2,982.68OLow:DUOL
7.51DUOLDetails
Price/Book
8.68
High:MCO
22.07MCOLow:O
1.37ODetails
Price/Sales
6.32
High:MSFT
12.22MSFTLow:COST
1.45COSTDetails
Price/CF
19.82
High:NFLX
54.35NFLXLow:TXRH
14.78TXRHDetails
Price/FCF
64.05
High:AMZN
225.5AMZNLow:CRM
21.91CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.58% | Dec 2019 | Dec 2020 | 12 |
-19.09% | Feb 2025 | - | 11 |
-17.23% | Jun 2022 | Dec 2023 | 18 |
-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 |