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+1.3%
This Month
+7.93%
Year To Date
+71.55%
2 Years
+90.94%
5 Years
+90.94%
10 Years
+17.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables26.04%
- 💵 Cash22.75%
- 💻 Electronic Technology19.52%
- 🪙 Cryptocurrencies18.28%
- 🖥️ Technology Services7.99%
- 🛍️ Retail Trade7.4%
- 📊 ETFs5.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.95%
- 🌍 Digital Currency18.28%
- 🇺🇸 NYSE5.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.95%
Dividends
Dividend Yield
0%
1 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
6.22
6.22
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
6.22
6.22
-2
0
2
7
7
Omega Ratio
1.45
1.45
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
55.83
High:
PLTR
428.55PLTRLow:
AMZN
31.44AMZNDetails
PEG Ratio
139.19
High:PLTR
368.38PLTRLow:AMZN
62.01AMZNDetails
Price/Book
20.28
High:PLTR
66.27PLTRLow:AMZN
6.43AMZNDetails
Price/Sales
13.21
High:PLTR
120.93PLTRLow:AMZN
3.49AMZNDetails
Price/CF
49.99
High:PLTR
258.05PLTRLow:AMZN
18.22AMZNDetails
Price/FCF
87.31
High:PLTR
261.46PLTRLow:
NVDA
59.73NVDADetails
P/E Ratio
55.83
High:PLTR
428.55PLTRLow:AMZN
31.44AMZNDetails
PEG Ratio
139.19
High:PLTR
368.38PLTRLow:AMZN
62.01AMZNDetails
Price/Book
20.28
High:PLTR
66.27PLTRLow:AMZN
6.43AMZNDetails
Price/Sales
13.21
High:PLTR
120.93PLTRLow:AMZN
3.49AMZNDetails
Price/CF
49.99
High:PLTR
258.05PLTRLow:AMZN
18.22AMZNDetails
Price/FCF
87.31
High:PLTR
261.46PLTRLow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.34% | Apr 2022 | Jul 2023 | 15 |
-26.82% | Feb 2025 | Jul 2025 | 5 |
-11.32% | Nov 2025 | - | 2 |
-11.28% | Aug 2023 | Nov 2023 | 3 |
-9.6% | Apr 2024 | May 2024 | 1 |
-5.57% | Aug 2024 | Oct 2024 | 2 |
-3.47% | Jan 2024 | Feb 2024 | 1 |
-3.14% | Feb 2022 | Mar 2022 | 1 |
-1.84% | Dec 2024 | Jan 2025 | 1 |