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-4.83%
This Month
-4.49%
Year To Date
+37.01%
2 Years
+78.14%
5 Years
+70.03%
10 Years
+12.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.32%
- 👥 Copy Trading20.14%
- 💻 Electronic Technology18.27%
- 🛍️ Retail Trade11.02%
- 💼 Commercial Services6.73%
- 💰 Finance6.72%
- 💇♀️ Consumer Services3.43%
- 🍞 Consumer Non Durables2.15%
- 💵 Cash0.19%
- 🪙 Cryptocurrencies0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.94%
- 🇺🇸 NYSE28.12%
- 🇨🇭 SIX0.97%
- 🇬🇧 LSE0.84%
- 🇩🇪 FRA0.56%
- 🇳🇱 Euronext Amsterdam0.54%
- 🇸🇪 Stockholm Stock Exchange0.45%
- 🇪🇸 Bolsa De Madrid0.43%
- 🇫🇷 Euronext Paris0.43%
- 🇩🇰 Copenhagen Stock Exchange0.33%
- 🇦🇪 Dubai Financial Market0.32%
- 🇺🇸 Chicago Board Options Exchange0.28%
- 🇳🇴 Oslo Stock Exchange0.25%
- 🇫🇮 Helsinki Stock Exchange0.13%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🌍 Digital Currency0.1%
- Regular Trading Hours - RTH0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.74%
- 🇨🇳 China2.31%
- 🇹🇼 Taiwan1.67%
- 🇨🇭 Switzerland0.97%
- 🇳🇱 Netherlands0.87%
- 🇨🇦 Canada0.82%
- 🇩🇪 Germany0.56%
- 🇸🇪 Sweden0.45%
- 🇪🇸 Spain0.43%
- 🇫🇷 France0.43%
- 🇩🇰 Denmark0.33%
- 🇳🇴 Norway0.25%
- 🇬🇧 United Kingdom0.22%
- 🇰🇷 South Korea0.2%
- 🇫🇮 Finland0.13%
- 🇱🇺 Luxembourg0.12%
- 🇧🇷 Brazil0.09%
- 🇮🇱 Israel0.08%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.96%
9 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LTC.US (5.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.74
-0.74
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.74
-0.74
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.4
0.4
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.42
High:
PLTR
242.08PLTRLow:
LTC.US
15.7LTC.USDetails
PEG Ratio
233.16
High:
ADSK
2,357.05ADSKLow:
BABA
35.01BABADetails
Price/Book
11.71
High:PLTR
49.59PLTRLow:
MCD
-131.7MCDDetails
Price/Sales
7.27
High:PLTR
88.09PLTRLow:BABA
2.28BABADetails
Price/CF
22.32
High:PLTR
214.31PLTRLow:LTC.US
12.75LTC.USDetails
Price/FCF
49.06
High:BABA
1,196.17BABALow:ADSK
22.46ADSKDetails
P/E Ratio
30.42
High:PLTR
242.08PLTRLow:LTC.US
15.7LTC.USDetails
PEG Ratio
233.16
High:ADSK
2,357.05ADSKLow:BABA
35.01BABADetails
Price/Book
11.71
High:PLTR
49.59PLTRLow:MCD
-131.7MCDDetails
Price/Sales
7.27
High:PLTR
88.09PLTRLow:BABA
2.28BABADetails
Price/CF
22.32
High:PLTR
214.31PLTRLow:LTC.US
12.75LTC.USDetails
Price/FCF
49.06
High:BABA
1,196.17BABALow:ADSK
22.46ADSKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | Jan 2022 | Jul 2023 | 18 |
-11.03% | Feb 2025 | Jul 2025 | 5 |
-8.46% | Aug 2023 | Dec 2023 | 4 |
-7.89% | Feb 2026 | - | 2 |
-4.63% | Sep 2021 | Dec 2021 | 3 |
-3.77% | Apr 2024 | May 2024 | 1 |
-1.04% | Oct 2024 | Nov 2024 | 1 |
-0.4% | Dec 2025 | Jan 2026 | 1 |