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-0.39%
This Month
-0.39%
Year To Date
+50.94%
2 Years
+82.55%
5 Years
+82.55%
10 Years
+29.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.33%
- 🖥️ Technology Services15.22%
- 💵 Cash8.99%
- 🧬 Health Technology3%
- 🚗 Consumer Durables2.08%
- 💰 Finance1.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.34%
- 🇺🇸 Nasdaq18.99%
- 🇺🇸 Chicago Board Options Exchange15.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.99%
Dividends
Dividend Yield
0.09%
1 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ABBV | 0.09% | 3.07% | $6.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
1.71
1.71
0
0.5
1
2
2
Sortino Ratio
4.36
4.36
0
1
2
5
5
Jensen's Alpha
8.7
8.7
-2
0
2
9
9
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
6.57
6.57
0
0.3
0.6
7
7
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
1.71
1.71
0
0.5
1
2
2
Sortino Ratio
4.36
4.36
0
1
2
5
5
Jensen's Alpha
8.7
8.7
-2
0
2
9
9
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
6.57
6.57
0
0.3
0.6
7
7
Portfolio Valuation
Based on current positions
P/E Ratio
275.37
High:
PLTR
394.13PLTRLow:
CRWD
-350.43CRWDDetails
PEG Ratio
299.41
High:PLTR
338.8PLTRLow:
COIN
20.43COINDetails
Price/Book
33.51
High:PLTR
60.95PLTRLow:ABBV
-143.18ABBVDetails
Price/Sales
21.27
High:PLTR
111.21PLTRLow:ABBV
6.36ABBVDetails
Price/CF
82.8
High:PLTR
258.05PLTRLow:ABBV
19.67ABBVDetails
Price/FCF
155.81
High:PLTR
261.46PLTRLow:COIN
32.62COINDetails
P/E Ratio
275.37
High:PLTR
394.13PLTRLow:CRWD
-350.43CRWDDetails
PEG Ratio
299.41
High:PLTR
338.8PLTRLow:COIN
20.43COINDetails
Price/Book
33.51
High:PLTR
60.95PLTRLow:ABBV
-143.18ABBVDetails
Price/Sales
21.27
High:PLTR
111.21PLTRLow:ABBV
6.36ABBVDetails
Price/CF
82.8
High:PLTR
258.05PLTRLow:ABBV
19.67ABBVDetails
Price/FCF
155.81
High:PLTR
261.46PLTRLow:COIN
32.62COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.02% | Feb 2025 | Apr 2025 | 2 |
-3.57% | Aug 2023 | Nov 2023 | 3 |
-3% | Nov 2025 | - | 3 |
-2.92% | Apr 2024 | May 2024 | 1 |
-1.7% | Dec 2024 | Jan 2025 | 1 |
-0.85% | Oct 2024 | Nov 2024 | 1 |