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+0.63%
This Month
+59.54%
Year To Date
+265.06%
2 Years
+165.71%
5 Years
+165.71%
10 Years
+29.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.7%
- 💻 Electronic Technology18.08%
- 💰 Finance14.66%
- 🏥 Health Services8.88%
- 🚗 Consumer Durables7.96%
- ⚡ Utilities5.98%
- 🏭 Industrial Services5.6%
- 🧬 Health Technology2.8%
- 📊 ETFs2.7%
- 🛍️ Retail Trade2.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.41%
- 🇺🇸 NYSE26.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.06%
- 🇳🇱 Netherlands9.28%
- 🇦🇺 Australia2.96%
Dividends
Dividend Yield
0.17%
6 out of 22 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
 VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
 VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
 AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
Performance Metrics
Score 6.4/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
30.8
30.8
-2
0
2
31
31
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
30.8
30.8
-2
0
2
31
31
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.71
1.71
0
0.75
1.25
2
2
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
63
High:
PLTR
508.84PLTRLow:
CRWD
-349.01CRWDDetails
PEG Ratio
584.34
High:
NBIS
3,712.99NBISLow:
CPRX
6.25CPRXDetails
Price/Book
14.18
High:PLTR
61.25PLTRLow:CPRX
2.9CPRXDetails
Price/Sales
8.17
High:PLTR
114.05PLTRLow:
OSCR
0.46OSCRDetails
Price/CF
40.3
High:PLTR
202PLTRLow:OSCR
4.44OSCRDetails
Price/FCF
83.55
High:NBIS
242.15NBISLow:OSCR
4.56OSCRDetails
P/E Ratio
63
High:PLTR
508.84PLTRLow:CRWD
-349.01CRWDDetails
PEG Ratio
584.34
High:NBIS
3,712.99NBISLow:CPRX
6.25CPRXDetails
Price/Book
14.18
High:PLTR
61.25PLTRLow:CPRX
2.9CPRXDetails
Price/Sales
8.17
High:PLTR
114.05PLTRLow:OSCR
0.46OSCRDetails
Price/CF
40.3
High:PLTR
202PLTRLow:OSCR
4.44OSCRDetails
Price/FCF
83.55
High:NBIS
242.15NBISLow:OSCR
4.56OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.86% | Apr 2022 | Jun 2023 | 14 |
-27.14% | Aug 2023 | Aug 2024 | 12 |
-12.88% | Feb 2022 | Mar 2022 | 1 |
-9.88% | Feb 2025 | Apr 2025 | 2 |