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+0.37%
This Month
+8.18%
Year To Date
+36.38%
2 Years
+27.19%
5 Years
+56.5%
10 Years
+8.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash86.59%
- 💻 Electronic Technology7.7%
- 🖥️ Technology Services5.82%
- 📊 ETFs4.92%
- 🚗 Consumer Durables3.38%
- 💰 Finance2.24%
- 🛍️ Retail Trade0.07%
- 🚚 Transportation0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq21.71%
- 🇺🇸 NYSE2.31%
- 🇬🇧 LSE0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.1%
- 🇬🇧 United Kingdom0.17%
Dividends
Dividend Yield
0.02%
11 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (2.04%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 3.6/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-2.21
-2.21
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.8
High:
PLTR
428.55PLTRLow:
SNOW
-53.35SNOWDetails
PEG Ratio
215.24
High:
META
464.56METALow:
RR.L
11.08RR.LDetails
Price/Book
14.42
High:PLTR
66.27PLTRLow:
BAC
1.46BACDetails
Price/Sales
14.88
High:PLTR
120.93PLTRLow:
IAG.L
0.76IAG.LDetails
Price/CF
44.64
High:PLTR
258.05PLTRLow:IAG.L
3.78IAG.LDetails
Price/FCF
63.89
High:PLTR
261.46PLTRLow:
GS
4.8GSDetails
P/E Ratio
42.8
High:PLTR
428.55PLTRLow:SNOW
-53.35SNOWDetails
PEG Ratio
215.24
High:META
464.56METALow:RR.L
11.08RR.LDetails
Price/Book
14.42
High:PLTR
66.27PLTRLow:BAC
1.46BACDetails
Price/Sales
14.88
High:PLTR
120.93PLTRLow:IAG.L
0.76IAG.LDetails
Price/CF
44.64
High:PLTR
258.05PLTRLow:IAG.L
3.78IAG.LDetails
Price/FCF
63.89
High:PLTR
261.46PLTRLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.95% | Jul 2021 | May 2024 | 34 |
-6.84% | Feb 2025 | Jun 2025 | 4 |
-2.83% | May 2021 | Jun 2021 | 1 |
-2.35% | Nov 2025 | - | 2 |
-2.26% | Mar 2020 | Apr 2020 | 1 |
-2.17% | Oct 2020 | Nov 2020 | 1 |
-1.63% | Jul 2024 | Sep 2024 | 2 |
-0.94% | Jun 2020 | Jul 2020 | 1 |
-0.67% | Dec 2024 | Jan 2025 | 1 |
-0.07% | Feb 2021 | Mar 2021 | 1 |