Loading...
+3.52%
This Month
+3.52%
Year To Date
+105.56%
2 Years
+170.13%
5 Years
+228.48%
10 Years
+24.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.73%
- 💻 Electronic Technology17.55%
- 📊 ETFs11.03%
- 💰 Finance10.88%
- 🚚 Transportation5.54%
- 🛍️ Retail Trade5.17%
- 🍞 Consumer Non Durables4.99%
- 🏥 Health Services0.87%
- 💵 Cash0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.59%
- 🇺🇸 NYSE32.1%
- 🇬🇧 LSE11.03%
- 🇭🇰 Hong Kong Exchanges2.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.2%
- 🇹🇼 Taiwan12.19%
- 🇰🇾 Cayman Islands2.92%
- 🇮🇪 Ireland2.37%
- 🇨🇳 China2.05%
Dividends
Dividend Yield
0.49%
8 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PM (3.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
7.37
7.37
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
7.37
7.37
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.59
High:
PLTR
367.98PLTRLow:
UBER
10.24UBERDetails
PEG Ratio
276.76
High:
JPM
1,123.65JPMLow:UBER
3.7UBERDetails
Price/Book
9.16
High:PLTR
56.9PLTRLow:
PM
-25.47PMDetails
Price/Sales
9.37
High:PLTR
103.83PLTRLow:
RYAAY
2.09RYAAYDetails
Price/CF
21.76
High:PLTR
258.05PLTRLow:
NU
8.21NUDetails
Price/FCF
54.17
High:
9988.HK
2,771.019988.HKLow:NU
8.22NUDetails
P/E Ratio
32.59
High:PLTR
367.98PLTRLow:UBER
10.24UBERDetails
PEG Ratio
276.76
High:JPM
1,123.65JPMLow:UBER
3.7UBERDetails
Price/Book
9.16
High:PLTR
56.9PLTRLow:PM
-25.47PMDetails
Price/Sales
9.37
High:PLTR
103.83PLTRLow:RYAAY
2.09RYAAYDetails
Price/CF
21.76
High:PLTR
258.05PLTRLow:NU
8.21NUDetails
Price/FCF
54.17
High:9988.HK
2,771.019988.HKLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.1% | Jul 2021 | Dec 2023 | 29 |
-11.44% | Mar 2020 | May 2020 | 2 |
-10.92% | Feb 2025 | May 2025 | 3 |
-7.51% | Sep 2020 | Nov 2020 | 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 |