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+1.39%
This Month
+16.02%
Year To Date
+80.47%
2 Years
+142.09%
5 Years
+268.15%
10 Years
+23.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.4%
- 💻 Electronic Technology15.5%
- 💰 Finance13.11%
- 💵 Cash11.5%
- 🛍️ Retail Trade5.88%
- 🍞 Consumer Non Durables3.88%
- 🧩 Miscellaneous3.71%
- 💼 Commercial Services2.25%
- 🚚 Transportation1.78%
- ❓ Other0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.51%
- 🇺🇸 NYSE37.6%
- 🇬🇧 LSE3.71%
- 🇭🇰 Hong Kong Exchanges0.81%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.32%
- 🇹🇼 Taiwan10.44%
- 🇧🇷 Brazil2.25%
- 🇨🇳 China0.81%
Dividends
Dividend Yield
0.48%
10 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PM (2.99%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PM | Pay Day | Oct 26, 2026 | $1.47 |
 JPM | Pay Day | Oct 31, 2026 | $1.50 |
 V | Ex-Dividend | Nov 11, 2026 | $0.67 |
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 SPGI | Ex-Dividend | Nov 26, 2026 | $0.97 |
 GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
 NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
 META | Ex-Dividend | Dec 21, 2026 | $0.53 |
PM | Ex-Dividend | Jan 2, 2027 | $1.47 |
JPM | Ex-Dividend | Jan 6, 2027 | $1.50 |
 9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
Performance Metrics
Score 7.2/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
6.66
6.66
-2
0
2
7
7
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
6.66
6.66
-2
0
2
7
7
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.39
High:
PLTR
161.4PLTRLow:
BRK.B
12.68BRK.BDetails
PEG Ratio
75.61
High:V
215.71VLow:GOOGL
15.45GOOGLDetails
Price/Book
7.99
High:PLTR
46.56PLTRLow:PM
-34.42PMDetails
Price/Sales
9.33
High:PLTR
79.03PLTRLow:9988.HK
1.779988.HKDetails
Price/CF
18.53
High:PLTR
88.14PLTRLow:JPM
5.74JPMDetails
Price/FCF
56.58
High:9988.HK
2,771.019988.HKLow:JPM
6.46JPMDetails
P/E Ratio
24.39
High:PLTR
161.4PLTRLow:BRK.B
12.68BRK.BDetails
PEG Ratio
75.61
High:V
215.71VLow:GOOGL
15.45GOOGLDetails
Price/Book
7.99
High:PLTR
46.56PLTRLow:PM
-34.42PMDetails
Price/Sales
9.33
High:PLTR
79.03PLTRLow:9988.HK
1.779988.HKDetails
Price/CF
18.53
High:PLTR
88.14PLTRLow:JPM
5.74JPMDetails
Price/FCF
56.58
High:9988.HK
2,771.019988.HKLow:JPM
6.46JPMDetails
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 |
-4.62% | Jun 2026 | Aug 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 |