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-0.06%
This Month
-13.87%
Year To Date
+735.15%
2 Years
+788.8%
5 Years
+705.99%
10 Years
+57.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services85.29%
- 💵 Cash17.36%
- 🚗 Consumer Durables12.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq85.29%
- 🇺🇸 NYSE12.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.29%
- 🇨🇳 China12.06%
Dividends
Dividend Yield
0%
0 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.6/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
52.92
52.92
-2
0
2
53
53
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
3.16
3.16
0
0.75
1.25
4
4
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
52.92
52.92
-2
0
2
53
53
Omega Ratio
1.82
1.82
0
1
1.5
2.5
2.5
Treynor Ratio
3.16
3.16
0
0.75
1.25
4
4
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
287.5
High:
PLTR
231.49PLTRLow:
NIO
-6.37NIODetails
PEG Ratio
85.04
High:PLTR
99.54PLTRLow:NIO
-17.56NIODetails
Price/Book
47.23
High:PLTR
47.42PLTRLow:NIO
27NIODetails
Price/Sales
62.88
High:PLTR
84.24PLTRLow:NIO
1.27NIODetails
Price/CF
214.31
High:PLTR
214.31PLTRLow:PLTR
214.31PLTRDetails
Price/FCF
217.77
High:PLTR
217.77PLTRLow:PLTR
217.77PLTRDetails
P/E Ratio
287.5
High:PLTR
231.49PLTRLow:NIO
-6.37NIODetails
PEG Ratio
85.04
High:PLTR
99.54PLTRLow:NIO
-17.56NIODetails
Price/Book
47.23
High:PLTR
47.42PLTRLow:NIO
27NIODetails
Price/Sales
62.88
High:PLTR
84.24PLTRLow:NIO
1.27NIODetails
Price/CF
214.31
High:PLTR
214.31PLTRLow:PLTR
214.31PLTRDetails
Price/FCF
217.77
High:PLTR
217.77PLTRLow:PLTR
217.77PLTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.18% | Jul 2021 | Feb 2024 | 31 |
-31.05% | Nov 2025 | - | 6 |
-13.39% | Mar 2024 | Jun 2024 | 3 |
-3.07% | Mar 2025 | Apr 2025 | 1 |
-1.31% | Apr 2021 | Jun 2021 | 2 |