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0%
This Month
-17.05%
Year To Date
+394.18%
2 Years
+497%
5 Years
+497%
10 Years
+95.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.47%
- 💰 Finance31.87%
- 💻 Electronic Technology20.96%
- 🏥 Health Services11.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.72%
- 🇺🇸 NYSE35.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.76%
- 🇺🇾 Uruguay3.24%
Dividends
Dividend Yield
0.05%
1 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DLO (1.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DLO | 0.05% | 1.43% | - |
Performance Metrics
Score 8.3/10
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
3.49
3.49
0
1
2
4
4
Jensen's Alpha
53.35
53.35
-2
0
2
54
54
Omega Ratio
3.3
3.3
0
1
1.5
4
4
Treynor Ratio
2.6
2.6
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
2.72
2.72
0
0.3
0.6
3
3
Beta
2.38
2.38
0
0.8
1.2
0
3
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
3.49
3.49
0
1
2
4
4
Jensen's Alpha
53.35
53.35
-2
0
2
54
54
Omega Ratio
3.3
3.3
0
1
1.5
4
4
Treynor Ratio
2.6
2.6
0
0.75
1.25
3
3
Information Ratio
1.06
1.06
0
0.3
0.6
2
2
Calmar Ratio
2.72
2.72
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
1,337.55
High:
PLTR
231.34PLTRLow:
RKLB
-225.65RKLBDetails
PEG Ratio
-2,924.33
High:
HOOD
136.07HOODLow:RKLB
-11,532.17RKLBDetails
Price/Book
16.71
High:PLTR
47.39PLTRLow:
MSTR
1.21MSTRDetails
Price/Sales
50.53
High:MSTR
105.23MSTRLow:
HIMS
3.05HIMSDetails
Price/CF
178.41
High:MSTR
7,511.07MSTRLow:DLO
9.48DLODetails
Price/FCF
193.63
High:MSTR
1,187.5MSTRLow:DLO
14.79DLODetails
P/E Ratio
1,337.55
High:PLTR
231.34PLTRLow:RKLB
-225.65RKLBDetails
PEG Ratio
-2,924.33
High:HOOD
136.07HOODLow:RKLB
-11,532.17RKLBDetails
Price/Book
16.71
High:PLTR
47.39PLTRLow:MSTR
1.21MSTRDetails
Price/Sales
50.53
High:MSTR
105.23MSTRLow:HIMS
3.05HIMSDetails
Price/CF
178.41
High:MSTR
7,511.07MSTRLow:DLO
9.48DLODetails
Price/FCF
193.63
High:MSTR
1,187.5MSTRLow:DLO
14.79DLODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.55% | Nov 2025 | - | 6 |
-23.22% | Feb 2025 | May 2025 | 3 |
-9.91% | Sep 2023 | Nov 2023 | 2 |
-4.68% | Apr 2024 | Jun 2024 | 2 |
-4.65% | Aug 2025 | Sep 2025 | 1 |
-2.82% | Dec 2024 | Jan 2025 | 1 |
-0.27% | Jan 2024 | Feb 2024 | 1 |