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-7.44%
This Month
-4.08%
Year To Date
+64.93%
2 Years
+83%
5 Years
+106.11%
10 Years
+15.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services25.9%
- 💻 Electronic Technology21.32%
- 🪙 Cryptocurrencies16.59%
- 🪨 Non Energy Minerals11.78%
- 📡 Communications9.88%
- 🧬 Health Technology6.66%
- 🛠️ Producer Manufacturing5.06%
- 🛍️ Retail Trade2.82%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.51%
- 🇺🇸 NYSE29.9%
- 🌍 Digital Currency16.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.97%
- 🇨🇦 Canada7.27%
- 🇬🇧 United Kingdom5.41%
- 🇰🇾 Cayman Islands3.72%
- 🇮🇱 Israel3.05%
Dividends
Performance Metrics
Score 5.5/10
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
4.29
4.29
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.94
1.94
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
4.29
4.29
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
442.7
High:
PLTR
210.21PLTRLow:
ALGM
-575.03ALGMDetails
PEG Ratio
-368.94
High:PLTR
90.39PLTRLow:
SYM
-3,760.99SYMDetails
Price/Book
21.68
High:PLTR
43.06PLTRLow:
SPWRQ
-SPWRQDetails
Price/Sales
5.62
High:
AUR
2,921.85AURLow:SPWRQ
-SPWRQDetails
Price/CF
126.1
High:PLTR
214.31PLTRLow:SYM
8.69SYMDetails
Price/FCF
149.08
High:
MP
277.68MPLow:SYM
9.51SYMDetails
P/E Ratio
442.7
High:PLTR
210.21PLTRLow:ALGM
-575.03ALGMDetails
PEG Ratio
-368.94
High:PLTR
90.39PLTRLow:SYM
-3,760.99SYMDetails
Price/Book
21.68
High:PLTR
43.06PLTRLow:SPWRQ
-SPWRQDetails
Price/Sales
5.62
High:AUR
2,921.85AURLow:SPWRQ
-SPWRQDetails
Price/CF
126.1
High:PLTR
214.31PLTRLow:SYM
8.69SYMDetails
Price/FCF
149.08
High:MP
277.68MPLow:SYM
9.51SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.55% | Nov 2021 | Jan 2025 | 38 |
-40.38% | Apr 2021 | Oct 2021 | 6 |
-23.38% | Nov 2025 | - | 4 |
-16.15% | Feb 2025 | May 2025 | 3 |
-0.07% | Aug 2025 | Sep 2025 | 1 |