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-2.69%
This Month
-2.69%
Year To Date
+57.6%
2 Years
+61.07%
5 Years
+115.89%
10 Years
+15.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance37.72%
- 💻 Electronic Technology17.49%
- 📊 ETFs17.24%
- 🖥️ Technology Services8.76%
- 👥 Copy Trading8.05%
- 🧬 Health Technology4.14%
- 💼 Commercial Services2.59%
- 🍞 Consumer Non Durables2.12%
- 💵 Cash0.84%
- 🧪 Process Industries0.56%
- 🏥 Health Services0.38%
- ⛏️ Energy Minerals0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.6%
- 🇺🇸 Nasdaq35.56%
- 🌍 Digital Currency1.28%
- 🇬🇧 LSE1.04%
- 🇩🇪 FRA0.05%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.98%
- 🇰🇾 Cayman Islands34.17%
- 🇨🇦 Canada3.32%
- 🇬🇧 United Kingdom1.04%
- 🇧🇷 Brazil0.3%
- 🇨🇳 China0.08%
- 🇹🇼 Taiwan0.05%
- 🇩🇪 Germany0.05%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
0.32%
13 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (9.24%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
-0.82
-0.82
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
-0.82
-0.82
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.1
High:
TPG
655.95TPGLow:
BBAI
-4.18BBAIDetails
PEG Ratio
124.37
High:
LULU
386.35LULULow:
CCK
1.41CCKDetails
Price/Book
17.23
High:
FTNT
76.26FTNTLow:
MO
-38.81MODetails
Price/Sales
9.31
High:
PLTR
111.21PLTRLow:
UNH
0.71UNHDetails
Price/CF
33.54
High:PLTR
258.05PLTRLow:
PBR.A
2.33PBR.ADetails
Price/FCF
43.85
High:PLTR
261.46PLTRLow:
NU
8.22NUDetails
P/E Ratio
35.1
High:TPG
655.95TPGLow:BBAI
-4.18BBAIDetails
PEG Ratio
124.37
High:LULU
386.35LULULow:CCK
1.41CCKDetails
Price/Book
17.23
High:FTNT
76.26FTNTLow:MO
-38.81MODetails
Price/Sales
9.31
High:PLTR
111.21PLTRLow:UNH
0.71UNHDetails
Price/CF
33.54
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
43.85
High:PLTR
261.46PLTRLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.07% | Nov 2021 | Jul 2024 | 32 |
-23% | Sep 2020 | Nov 2020 | 2 |
-13.05% | Feb 2025 | Jun 2025 | 4 |
-7.24% | Nov 2024 | Jan 2025 | 2 |
-6.96% | Sep 2021 | Oct 2021 | 1 |
-5.61% | May 2021 | Aug 2021 | 3 |
-3.75% | Dec 2025 | - | 2 |
-3.24% | Mar 2021 | Apr 2021 | 1 |
-2.5% | Jul 2025 | Aug 2025 | 1 |