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-1.7%
This Month
-5.13%
Year To Date
+48.18%
2 Years
+43.97%
5 Years
+110.47%
10 Years
+14.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance32.04%
- 📊 ETFs23.31%
- 💻 Electronic Technology18%
- 👥 Copy Trading15.85%
- 🧬 Health Technology3.96%
- 🖥️ Technology Services3.51%
- 💼 Commercial Services2.38%
- 🧪 Process Industries0.61%
- 🏥 Health Services0.33%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.9%
- 🇺🇸 Nasdaq32.66%
- 🇬🇧 LSE4.63%
- 🇫🇷 Euronext Paris0.94%
- 🌍 Digital Currency0.93%
- 🇳🇱 Euronext Amsterdam0.54%
- 🇩🇪 FRA0.52%
- 🇮🇹 Borsa Italiana0.29%
- 🇳🇴 Oslo Stock Exchange0.28%
- 🇩🇪 Xetra ETFs0.11%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇸🇪 Stockholm Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.86%
- 🇰🇾 Cayman Islands31.33%
- 🇨🇦 Canada2.38%
- 🇬🇧 United Kingdom1.43%
- 🇧🇷 Brazil0.71%
- 🇫🇷 France0.69%
- 🇩🇪 Germany0.52%
- 🇮🇹 Italy0.29%
- 🇳🇴 Norway0.28%
- 🇨🇭 Switzerland0.09%
- 🇪🇸 Spain0.08%
- 🇸🇪 Sweden0.08%
- 🇨🇳 China0.06%
- 🇳🇱 Netherlands0.06%
- 🇹🇼 Taiwan0.06%
- 🇨🇾 Cyprus0.05%
Dividends
Dividend Yield
0.26%
13 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMY (4.05%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-1.47
-1.47
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-1.47
-1.47
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.93
High:
PLTR
242.08PLTRLow:
XP
11.79XPDetails
PEG Ratio
74.8
High:
NFLX
142.32NFLXLow:
BMY
10.1BMYDetails
Price/Book
30.56
High:PLTR
49.59PLTRLow:XP
2.5XPDetails
Price/Sales
10.01
High:PLTR
88.09PLTRLow:
UNH
0.59UNHDetails
Price/CF
31.09
High:PLTR
214.31PLTRLow:XP
0.9XPDetails
Price/FCF
38.94
High:
LLY
282.99LLYLow:XP
1.8XPDetails
P/E Ratio
34.93
High:PLTR
242.08PLTRLow:XP
11.79XPDetails
PEG Ratio
74.8
High:NFLX
142.32NFLXLow:BMY
10.1BMYDetails
Price/Book
30.56
High:PLTR
49.59PLTRLow:XP
2.5XPDetails
Price/Sales
10.01
High:PLTR
88.09PLTRLow:UNH
0.59UNHDetails
Price/CF
31.09
High:PLTR
214.31PLTRLow:XP
0.9XPDetails
Price/FCF
38.94
High:LLY
282.99LLYLow:XP
1.8XPDetails
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 |
-6.17% | Dec 2025 | - | 4 |
-5.61% | May 2021 | Aug 2021 | 3 |
-3.24% | Mar 2021 | Apr 2021 | 1 |
-2.5% | Jul 2025 | Aug 2025 | 1 |