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-0.37%
This Month
+78.96%
Year To Date
+290.94%
2 Years
+408.24%
5 Years
+551.1%
10 Years
+36.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services49.73%
- 💵 Cash32.14%
- 💻 Electronic Technology13.23%
- 🪙 Cryptocurrencies9.65%
- 💰 Finance4.51%
- 🚚 Transportation4.46%
- 🪨 Non Energy Minerals3.51%
- 🍞 Consumer Non Durables1.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.66%
- 🇺🇸 NYSE18.37%
- 🌍 Digital Currency9.65%
- 🇩🇪 FRA7.75%
- 🇳🇱 Euronext Amsterdam1.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.57%
- 🇩🇪 Germany7.75%
- 🇸🇬 Singapore4.46%
- 🇳🇱 Netherlands1.99%
Dividends
Dividend Yield
0.21%
8 out of 14 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $KO (2.93%)
Performance Metrics
Score 9/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
1.52
1.52
0
0.5
1
2
2
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
24.29
24.29
-2
0
2
25
25
Omega Ratio
2
2
0
1
1.5
3
3
Treynor Ratio
4.42
4.42
0
0.75
1.25
5
5
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
2.47
2.47
0
0.3
0.6
3
3
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
1.52
1.52
0
0.5
1
2
2
Sortino Ratio
4.57
4.57
0
1
2
5
5
Jensen's Alpha
24.29
24.29
-2
0
2
25
25
Omega Ratio
2
2
0
1
1.5
3
3
Treynor Ratio
4.42
4.42
0
0.75
1.25
5
5
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
2.47
2.47
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
57.66
High:
PLTR
613.59PLTRLow:
NET
-643.57NETDetails
PEG Ratio
503.61
High:PLTR
782.99PLTRLow:
GOOGL
80.2GOOGLDetails
Price/Book
18.37
High:PLTR
73.86PLTRLow:
GRAB
3.75GRABDetails
Price/Sales
14.93
High:PLTR
137.53PLTRLow:
LMT
1.54LMTDetails
Price/CF
34.43
High:PLTR
202PLTRLow:
AXP
10.89AXPDetails
Price/FCF
64.86
High:
RHM.DE
5,198.92RHM.DELow:AXP
13.75AXPDetails
P/E Ratio
57.66
High:PLTR
613.59PLTRLow:NET
-643.57NETDetails
PEG Ratio
503.61
High:PLTR
782.99PLTRLow:GOOGL
80.2GOOGLDetails
Price/Book
18.37
High:PLTR
73.86PLTRLow:GRAB
3.75GRABDetails
Price/Sales
14.93
High:PLTR
137.53PLTRLow:LMT
1.54LMTDetails
Price/CF
34.43
High:PLTR
202PLTRLow:AXP
10.89AXPDetails
Price/FCF
64.86
High:RHM.DE
5,198.92RHM.DELow:AXP
13.75AXPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14% | Apr 2022 | Mar 2023 | 11 |
-7.38% | Aug 2023 | Nov 2023 | 3 |
-4.54% | Aug 2019 | Sep 2019 | 1 |
-4.25% | Apr 2024 | Jun 2024 | 2 |
-4.25% | Feb 2020 | Jun 2020 | 4 |
-3.24% | Oct 2020 | Nov 2020 | 1 |
-3.22% | Aug 2021 | Mar 2022 | 7 |
-2.29% | Jan 2024 | Feb 2024 | 1 |
-2.03% | Jun 2021 | Jul 2021 | 1 |
-1.04% | Mar 2025 | Apr 2025 | 1 |
-0.72% | Dec 2020 | Mar 2021 | 3 |
-0.37% | Oct 2025 | - | 1 |
-0.01% | Apr 2023 | May 2023 | 1 |