Loading...
-0.66%
This Month
+0.22%
Year To Date
+71.02%
2 Years
+115.77%
5 Years
+218.01%
10 Years
+21.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.47%
- 💻 Electronic Technology15.95%
- 💰 Finance15.31%
- 🛍️ Retail Trade6.32%
- 🍞 Consumer Non Durables4.59%
- 🧩 Miscellaneous3.97%
- 💼 Commercial Services2.78%
- 🚚 Transportation2.07%
- 💵 Cash1.96%
- ❓ Other0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.15%
- 🇺🇸 NYSE40.47%
- 🇬🇧 LSE3.97%
- 🇭🇰 Hong Kong Exchanges1.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.28%
- 🇹🇼 Taiwan10.78%
- 🇧🇷 Brazil2.43%
- 🇨🇳 China1.01%
Dividends
Dividend Yield
0.56%
10 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PM (2.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 7.1/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
6.38
6.38
-2
0
2
7
7
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
6.38
6.38
-2
0
2
7
7
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.07
High:
PLTR
142.85PLTRLow:
BRK.B
14.7BRK.BDetails
PEG Ratio
173.74
High:JPM
653.32JPMLow:
NVDA
29.49NVDADetails
Price/Book
8.12
High:PLTR
35.97PLTRLow:
PM
-30.51PMDetails
Price/Sales
8.78
High:PLTR
62.4PLTRLow:
9988.HK
1.929988.HKDetails
Price/CF
17.75
High:PLTR
138.09PLTRLow:JPM
5.39JPMDetails
Price/FCF
46.44
High:9988.HK
2,771.019988.HKLow:JPM
6.1JPMDetails
P/E Ratio
27.07
High:PLTR
142.85PLTRLow:BRK.B
14.7BRK.BDetails
PEG Ratio
173.74
High:JPM
653.32JPMLow:NVDA
29.49NVDADetails
Price/Book
8.12
High:PLTR
35.97PLTRLow:PM
-30.51PMDetails
Price/Sales
8.78
High:PLTR
62.4PLTRLow:9988.HK
1.929988.HKDetails
Price/CF
17.75
High:PLTR
138.09PLTRLow:JPM
5.39JPMDetails
Price/FCF
46.44
High:9988.HK
2,771.019988.HKLow:JPM
6.1JPMDetails
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 |
-9.93% | Feb 2026 | May 2026 | 3 |
-7.51% | Sep 2020 | Nov 2020 | 2 |
-5.25% | Jun 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 |