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-3.12%
This Month
+1.97%
Year To Date
+91.01%
2 Years
+142.44%
5 Years
+142.44%
10 Years
+37.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30%
- 💻 Electronic Technology15.2%
- 💵 Cash13.49%
- 🛍️ Retail Trade9.65%
- 🛠️ Producer Manufacturing6.48%
- 💰 Finance6.39%
- 🚚 Transportation4.35%
- 💼 Commercial Services3.59%
- ⚡ Utilities3.19%
- 🍞 Consumer Non Durables2.84%
- 💇♀️ Consumer Services2.09%
- 🧬 Health Technology1.83%
- 🏥 Health Services1.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.72%
- 🇺🇸 NYSE20.23%
- 🇩🇪 FRA3.85%
- 🇬🇧 LSE1.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.09%
- 🇧🇷 Brazil4.65%
- 🇩🇪 Germany3.85%
- 🇺🇾 Uruguay3.81%
- 🇮🇱 Israel2.47%
- 🇬🇧 United Kingdom1.98%
- 🇸🇬 Singapore1.77%
- 🇦🇺 Australia0.62%
- 🇰🇾 Cayman Islands0.54%
Dividends
Dividend Yield
0.16%
9 out of 40 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $J (1.13%)
Performance Metrics
Score 8.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
2.79
2.79
0
1
2
3
3
Jensen's Alpha
13.26
13.26
-2
0
2
14
14
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.25
1.25
0
0.5
1
2
2
Sortino Ratio
2.79
2.79
0
1
2
3
3
Jensen's Alpha
13.26
13.26
-2
0
2
14
14
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
0.77
0.77
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
27.43
High:
IREN
213.02IRENLow:
SYM
-918.8SYMDetails
PEG Ratio
1.9
High:
TSEM
634.42TSEMLow:SYM
-3,362.21SYMDetails
Price/Book
6.93
High:
PLTR
40.2PLTRLow:
BKNG
-14.98BKNGDetails
Price/Sales
5.62
High:
INFQ
211.7INFQLow:
J
1.1JDetails
Price/CF
15.11
High:
AEHR
1,917.88AEHRLow:
PGY
4.56PGYDetails
Price/FCF
62.33
High:
GRAB
1,625.54GRABLow:PGY
4.82PGYDetails
P/E Ratio
27.43
High:IREN
213.02IRENLow:SYM
-918.8SYMDetails
PEG Ratio
1.9
High:TSEM
634.42TSEMLow:SYM
-3,362.21SYMDetails
Price/Book
6.93
High:PLTR
40.2PLTRLow:BKNG
-14.98BKNGDetails
Price/Sales
5.62
High:INFQ
211.7INFQLow:J
1.1JDetails
Price/CF
15.11
High:AEHR
1,917.88AEHRLow:PGY
4.56PGYDetails
Price/FCF
62.33
High:GRAB
1,625.54GRABLow:PGY
4.82PGYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.74% | Oct 2025 | May 2026 | 7 |
-12.84% | Dec 2024 | May 2025 | 5 |
-5.9% | Aug 2024 | Sep 2024 | 1 |
-3.12% | Jun 2026 | - | 1 |
-2.27% | Jan 2024 | Feb 2024 | 1 |
-2.14% | Mar 2024 | May 2024 | 2 |
-1.95% | Jun 2024 | Jul 2024 | 1 |