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+2.71%
This Month
-18.18%
Year To Date
+96.53%
2 Years
+153.98%
5 Years
+153.98%
10 Years
+41.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance52.6%
- 🧬 Health Technology24.53%
- 💵 Cash14.39%
- 🖥️ Technology Services13.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.63%
- 🇨🇦 Canada24.53%
Dividends
Dividend Yield
0%
0 out of 4 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 7.2/10
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
14.32
14.32
-2
0
2
15
15
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
1.97
1.97
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
14.32
14.32
-2
0
2
15
15
Omega Ratio
1.84
1.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.78
0.78
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
83.37
High:
PLTR
152.88PLTRLow:
ABCL
-10.28ABCLDetails
PEG Ratio
168.57
High:
SOFI
359.61SOFILow:ABCL
-90.7ABCLDetails
Price/Book
8.93
High:PLTR
37.96PLTRLow:ABCL
1.57ABCLDetails
Price/Sales
19.37
High:PLTR
65.84PLTRLow:SOFI
4.37SOFIDetails
Price/CF
77.7
High:PLTR
138.09PLTRLow:ABCL
17.41ABCLDetails
Price/FCF
86.5
High:PLTR
139.89PLTRLow:SOFI
27.65SOFIDetails
P/E Ratio
83.37
High:PLTR
152.88PLTRLow:ABCL
-10.28ABCLDetails
PEG Ratio
168.57
High:SOFI
359.61SOFILow:ABCL
-90.7ABCLDetails
Price/Book
8.93
High:PLTR
37.96PLTRLow:ABCL
1.57ABCLDetails
Price/Sales
19.37
High:PLTR
65.84PLTRLow:SOFI
4.37SOFIDetails
Price/CF
77.7
High:PLTR
138.09PLTRLow:ABCL
17.41ABCLDetails
Price/FCF
86.5
High:PLTR
139.89PLTRLow:SOFI
27.65SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.11% | Nov 2025 | - | 7 |
-14.33% | Feb 2025 | May 2025 | 3 |
-6.42% | Mar 2024 | Oct 2024 | 7 |
-6.05% | Sep 2023 | Nov 2023 | 2 |