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-1.84%
This Month
-1.84%
Year To Date
+114.24%
2 Years
+192.49%
5 Years
+505.07%
10 Years
+40.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.88%
- 📊 ETFs18.84%
- 💻 Electronic Technology10.35%
- 🛍️ Retail Trade8.08%
- 💵 Cash8.03%
- 💼 Commercial Services7.42%
- 🪙 Cryptocurrencies5.48%
- 🚗 Consumer Durables5.27%
- 💇♀️ Consumer Services4.83%
- 🍞 Consumer Non Durables4.63%
- 💰 Finance4.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.35%
- 🇺🇸 NYSE23.47%
- 🌍 Digital Currency5.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.68%
- 🇨🇦 Canada3.3%
Dividends
Dividend Yield
0.24%
7 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (2.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
16.32
16.32
-2
0
2
17
17
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
16.32
16.32
-2
0
2
17
17
Omega Ratio
1.83
1.83
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.27
High:
PLTR
394.13PLTRLow:
PYPL
11.05PYPLDetails
PEG Ratio
181.98
High:
META
433.38METALow:
SOFI
21.42SOFIDetails
Price/Book
9.51
High:PLTR
60.95PLTRLow:
WYNN
-31.27WYNNDetails
Price/Sales
7.58
High:PLTR
111.21PLTRLow:PYPL
1.61PYPLDetails
Price/CF
24.2
High:PLTR
258.05PLTRLow:WYNN
9.82WYNNDetails
Price/FCF
71.51
High:
NKE
947.69NKELow:PYPL
11.57PYPLDetails
P/E Ratio
37.27
High:PLTR
394.13PLTRLow:PYPL
11.05PYPLDetails
PEG Ratio
181.98
High:META
433.38METALow:SOFI
21.42SOFIDetails
Price/Book
9.51
High:PLTR
60.95PLTRLow:WYNN
-31.27WYNNDetails
Price/Sales
7.58
High:PLTR
111.21PLTRLow:PYPL
1.61PYPLDetails
Price/CF
24.2
High:PLTR
258.05PLTRLow:WYNN
9.82WYNNDetails
Price/FCF
71.51
High:NKE
947.69NKELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.18% | Nov 2021 | Sep 2024 | 34 |
-14.47% | Feb 2025 | Jun 2025 | 4 |
-10.79% | Aug 2020 | Nov 2020 | 3 |
-9.21% | Jun 2021 | Aug 2021 | 2 |
-8.32% | Nov 2025 | - | 3 |
-1.9% | Dec 2024 | Jan 2025 | 1 |
-0.84% | Sep 2021 | Oct 2021 | 1 |