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+3.88%
This Month
+15.07%
Year To Date
+54.39%
2 Years
+72.35%
5 Years
+143.12%
10 Years
+13.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.96%
- 🖥️ Technology Services23.52%
- 💵 Cash22.41%
- 💰 Finance15.96%
- 📊 ETFs9.04%
- 🧬 Health Technology5.94%
- 🚗 Consumer Durables3%
- 🏥 Health Services2.39%
- 🛍️ Retail Trade1.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.27%
- 🇺🇸 NYSE24.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.67%
- 🇳🇱 Netherlands3.04%
- 🇹🇼 Taiwan2.57%
Dividends
Dividend Yield
0.28%
10 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.32%)
Performance Metrics
Score 5.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
0.87
0.87
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
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
40.91
High:
PLTR
628.71PLTRLow:
CRWD
-442.67CRWDDetails
PEG Ratio
3,138.61
High:
AAPL
27,777.02AAPLLow:
HOOD
14.56HOODDetails
Price/Book
11.29
High:PLTR
75.68PLTRLow:
BRK.B
1.58BRK.BDetails
Price/Sales
10.37
High:PLTR
140.92PLTRLow:
UNH
0.79UNHDetails
Price/CF
31.9
High:PLTR
202PLTRLow:UNH
9.8UNHDetails
Price/FCF
59.73
High:
LLY
631.92LLYLow:UNH
16.23UNHDetails
P/E Ratio
40.91
High:PLTR
628.71PLTRLow:CRWD
-442.67CRWDDetails
PEG Ratio
3,138.61
High:AAPL
27,777.02AAPLLow:HOOD
14.56HOODDetails
Price/Book
11.29
High:PLTR
75.68PLTRLow:BRK.B
1.58BRK.BDetails
Price/Sales
10.37
High:PLTR
140.92PLTRLow:UNH
0.79UNHDetails
Price/CF
31.9
High:PLTR
202PLTRLow:UNH
9.8UNHDetails
Price/FCF
59.73
High:LLY
631.92LLYLow:UNH
16.23UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.84% | Jan 2022 | Jan 2024 | 24 |
-14.56% | Feb 2020 | Jun 2020 | 4 |
-13.33% | Nov 2018 | Feb 2019 | 3 |
-8.35% | Feb 2025 | Jun 2025 | 4 |
-8.09% | Sep 2020 | Nov 2020 | 2 |
-7.74% | May 2019 | Jun 2019 | 1 |
-6.06% | Sep 2021 | Oct 2021 | 1 |
-4.25% | Apr 2024 | May 2024 | 1 |
-2.82% | Aug 2019 | Oct 2019 | 2 |
-2.03% | Oct 2024 | Nov 2024 | 1 |
-2.01% | Jul 2024 | Aug 2024 | 1 |
-1.41% | Jan 2021 | Apr 2021 | 3 |
-0.46% | May 2021 | Jun 2021 | 1 |
-0.21% | Nov 2021 | Dec 2021 | 1 |