Loading...
+0.57%
This Month
-8.03%
Year To Date
+47.89%
2 Years
+76.37%
5 Years
+58.79%
10 Years
+8.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services45.21%
- 💻 Electronic Technology19.41%
- 🧬 Health Technology11.05%
- 💼 Commercial Services8.43%
- 🛠️ Producer Manufacturing7.41%
- 🛍️ Retail Trade5.99%
- ⛏️ Energy Minerals1.59%
- 🏥 Health Services0.74%
- 💰 Finance0.16%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq90.09%
- 🇺🇸 NYSE8.31%
- 🇬🇧 LSE1.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.41%
- 🇬🇧 United Kingdom1.59%
Dividends
Dividend Yield
0.32%
8 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHEL.L (3.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-3.85
-3.85
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-3.85
-3.85
-4
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.07
High:
PLTR
242.08PLTRLow:
SDGR
-9.3SDGRDetails
PEG Ratio
71.04
High:
REGN
345.37REGNLow:
RXRX
-22.8RXRXDetails
Price/Book
13.06
High:PLTR
49.59PLTRLow:
SHEL.L
1.35SHEL.LDetails
Price/Sales
10.71
High:PLTR
88.09PLTRLow:
SANA
-SANADetails
Price/CF
29.57
High:PLTR
214.31PLTRLow:SHEL.L
5.14SHEL.LDetails
Price/FCF
60.45
High:
AMZN
325.85AMZNLow:
PYPL
10.09PYPLDetails
P/E Ratio
34.07
High:PLTR
242.08PLTRLow:SDGR
-9.3SDGRDetails
PEG Ratio
71.04
High:REGN
345.37REGNLow:RXRX
-22.8RXRXDetails
Price/Book
13.06
High:PLTR
49.59PLTRLow:SHEL.L
1.35SHEL.LDetails
Price/Sales
10.71
High:PLTR
88.09PLTRLow:SANA
-SANADetails
Price/CF
29.57
High:PLTR
214.31PLTRLow:SHEL.L
5.14SHEL.LDetails
Price/FCF
60.45
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.28% | Feb 2021 | Dec 2023 | 34 |
-17.93% | Nov 2025 | - | 5 |
-17.59% | Jan 2025 | Jun 2025 | 5 |
-12.65% | May 2020 | Jan 2021 | 8 |
-4.36% | Aug 2025 | Sep 2025 | 1 |
-3.96% | Jan 2024 | Feb 2024 | 1 |
-0.43% | Oct 2024 | Nov 2024 | 1 |