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-1.74%
This Month
+1.74%
Year To Date
+63.1%
2 Years
+116.3%
5 Years
+116.3%
10 Years
+37.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.55%
- 💻 Electronic Technology20.93%
- 🛠️ Producer Manufacturing15.98%
- 🧩 Miscellaneous10.66%
- 🖥️ Technology Services9.71%
- 💵 Cash9.28%
- 💰 Finance6.81%
- 🪙 Cryptocurrencies3.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.08%
- 🇺🇸 NYSE36.51%
- 🇩🇪 FRA8.04%
- 🌍 Digital Currency3.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.98%
- 🇩🇪 Germany8.04%
- 🇭🇰 Hong Kong4.06%
Dividends
Dividend Yield
0.15%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AVGO (0.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
16.54
16.54
-2
0
2
17
17
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
3.8
3.8
0
0.3
0.6
4
4
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
1.64
1.64
0
0.5
1
2
2
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
16.54
16.54
-2
0
2
17
17
Omega Ratio
1.78
1.78
0
1
1.5
2.5
2.5
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
0.84
0.84
0
0.3
0.6
1
1
Calmar Ratio
3.8
3.8
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
61.98
High:
PLTR
212.06PLTRLow:
FUTU
16.99FUTUDetails
PEG Ratio
74.8
High:
RHM.DE
195.91RHM.DELow:FUTU
14.28FUTUDetails
Price/Book
18.46
High:
APP
66.82APPLow:FUTU
4.51FUTUDetails
Price/Sales
15.77
High:PLTR
77.16PLTRLow:
GEV
6.31GEVDetails
Price/CF
40.82
High:PLTR
214.31PLTRLow:
MU
11.55MUDetails
Price/FCF
84.39
High:RHM.DE
5,198.92RHM.DELow:
LRCX
44.89LRCXDetails
P/E Ratio
61.98
High:PLTR
212.06PLTRLow:FUTU
16.99FUTUDetails
PEG Ratio
74.8
High:RHM.DE
195.91RHM.DELow:FUTU
14.28FUTUDetails
Price/Book
18.46
High:APP
66.82APPLow:FUTU
4.51FUTUDetails
Price/Sales
15.77
High:PLTR
77.16PLTRLow:GEV
6.31GEVDetails
Price/CF
40.82
High:PLTR
214.31PLTRLow:MU
11.55MUDetails
Price/FCF
84.39
High:RHM.DE
5,198.92RHM.DELow:LRCX
44.89LRCXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.6% | Oct 2025 | - | 5 |
-9.29% | Feb 2025 | Apr 2025 | 2 |
-6.8% | Apr 2024 | May 2024 | 1 |
-5.68% | Jul 2024 | Oct 2024 | 3 |
-0.88% | Jul 2025 | Aug 2025 | 1 |
-0.15% | Dec 2024 | Jan 2025 | 1 |