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-3.31%
This Month
-5.04%
Year To Date
+71.89%
2 Years
+128.94%
5 Years
+217.84%
10 Years
+23.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services42.34%
- 💻 Electronic Technology15.35%
- 💰 Finance13.95%
- 📊 ETFs9.2%
- 🛍️ Retail Trade6.94%
- 💵 Cash5.75%
- 🍞 Consumer Non Durables4.31%
- 🚚 Transportation3.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.79%
- 🇺🇸 NYSE33.61%
- 🇬🇧 LSE9.2%
- 🇭🇰 Hong Kong Exchanges1.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.08%
- 🇹🇼 Taiwan10.82%
- 🇰🇾 Cayman Islands2.4%
- 🇮🇪 Ireland2.1%
- 🇨🇳 China1.4%
Dividends
Dividend Yield
0.52%
10 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PM (3.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
7.82
7.82
-2
0
2
8
8
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.67
1.67
0
1
2
3
3
Jensen's Alpha
7.82
7.82
-2
0
2
8
8
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.06
High:
PLTR
238.54PLTRLow:
RYAAY
12.36RYAAYDetails
PEG Ratio
185.31
High:
JPM
1,058.61JPMLow:RYAAY
24.21RYAAYDetails
Price/Book
7.73
High:PLTR
48.86PLTRLow:
PM
-27.2PMDetails
Price/Sales
7.89
High:PLTR
86.8PLTRLow:RYAAY
1.86RYAAYDetails
Price/CF
20.82
High:PLTR
214.31PLTRLow:RYAAY
8.61RYAAYDetails
Price/FCF
54.29
High:
9988.HK
2,771.019988.HKLow:
NU
9.68NUDetails
P/E Ratio
28.06
High:PLTR
238.54PLTRLow:RYAAY
12.36RYAAYDetails
PEG Ratio
185.31
High:JPM
1,058.61JPMLow:RYAAY
24.21RYAAYDetails
Price/Book
7.73
High:PLTR
48.86PLTRLow:PM
-27.2PMDetails
Price/Sales
7.89
High:PLTR
86.8PLTRLow:RYAAY
1.86RYAAYDetails
Price/CF
20.82
High:PLTR
214.31PLTRLow:RYAAY
8.61RYAAYDetails
Price/FCF
54.29
High:9988.HK
2,771.019988.HKLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.3% | Jul 2021 | Jul 2023 | 24 |
-11.44% | Mar 2020 | May 2020 | 2 |
-9.87% | Feb 2025 | May 2025 | 3 |
-8.86% | Aug 2023 | Nov 2023 | 3 |
-7.51% | Sep 2020 | Nov 2020 | 2 |
-7.26% | Feb 2026 | - | 2 |
-3.64% | Apr 2024 | May 2024 | 1 |
-3.17% | Jan 2021 | Feb 2021 | 1 |
-2.08% | Nov 2025 | Jan 2026 | 2 |
-0.96% | Jul 2024 | Aug 2024 | 1 |
-0.24% | Aug 2025 | Sep 2025 | 1 |
-0.01% | Oct 2024 | Nov 2024 | 1 |