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-4.39%
This Month
+1.13%
Year To Date
+70.91%
2 Years
+110.13%
5 Years
+220.9%
10 Years
+22.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.92%
- 💻 Electronic Technology17.44%
- 💰 Finance14.01%
- 🛍️ Retail Trade6.96%
- 🧩 Miscellaneous4.39%
- 🍞 Consumer Non Durables4.24%
- 💼 Commercial Services2.88%
- 🚚 Transportation2.16%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.98%
- 🇺🇸 NYSE39.53%
- 🇬🇧 LSE4.39%
- 🇭🇰 Hong Kong Exchanges1.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States80.61%
- 🇹🇼 Taiwan11.84%
- 🇧🇷 Brazil2.06%
- 🇨🇳 China1.11%
Dividends
Dividend Yield
0.56%
10 out of 17 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PM (3.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
 META | Ex-Dividend | Jun 15, 2026 | $0.53 |
 GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
META | Pay Day | Jun 25, 2026 | $0.53 |
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
 9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
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
28.01
High:
PLTR
159.64PLTRLow:
BRK.B
14.25BRK.BDetails
PEG Ratio
162.91
High:JPM
603.47JPMLow:NVDA
30.57NVDADetails
Price/Book
8.45
High:PLTR
40.2PLTRLow:
PM
-29.39PMDetails
Price/Sales
9.06
High:PLTR
69.73PLTRLow:9988.HK
2.129988.HKDetails
Price/CF
18.16
High:PLTR
138.09PLTRLow:JPM
5.39JPMDetails
Price/FCF
49.88
High:9988.HK
2,771.019988.HKLow:JPM
6.1JPMDetails
P/E Ratio
28.01
High:PLTR
159.64PLTRLow:BRK.B
14.25BRK.BDetails
PEG Ratio
162.91
High:JPM
603.47JPMLow:NVDA
30.57NVDADetails
Price/Book
8.45
High:PLTR
40.2PLTRLow:PM
-29.39PMDetails
Price/Sales
9.06
High:PLTR
69.73PLTRLow:9988.HK
2.129988.HKDetails
Price/CF
18.16
High:PLTR
138.09PLTRLow:JPM
5.39JPMDetails
Price/FCF
49.88
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 |
-4.39% | Jun 2026 | - | 1 |
-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 |