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+4.45%
This Month
+68.2%
Year To Date
+264.53%
2 Years
+362.67%
5 Years
+511.95%
10 Years
+35.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.41%
- 💻 Electronic Technology14.28%
- 🪙 Cryptocurrencies12.29%
- 💇♀️ Consumer Services6.51%
- 💰 Finance4.81%
- 🪨 Non Energy Minerals4.76%
- 🚚 Transportation3.36%
- 🚗 Consumer Durables1.51%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.19%
- 🇺🇸 NYSE20.25%
- 🌍 Digital Currency12.29%
- 🇩🇪 FRA9.59%
- 🇳🇱 Euronext Amsterdam1.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.07%
- 🇩🇪 Germany9.59%
- 🇸🇬 Singapore3.36%
- 🇳🇱 Netherlands1.63%
Dividends
Dividend Yield
0.25%
7 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $LMT (3.04%)
Performance Metrics
Score 8.9/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.47
1.47
0
0.5
1
2
2
Sortino Ratio
4.36
4.36
0
1
2
5
5
Jensen's Alpha
23.46
23.46
-2
0
2
24
24
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
4.33
4.33
0
0.75
1.25
5
5
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
1.47
1.47
0
0.5
1
2
2
Sortino Ratio
4.36
4.36
0
1
2
5
5
Jensen's Alpha
23.46
23.46
-2
0
2
24
24
Omega Ratio
1.95
1.95
0
1
1.5
2.5
2.5
Treynor Ratio
4.33
4.33
0
0.75
1.25
5
5
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
2.37
2.37
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
69.11
High:
PLTR
575.84PLTRLow:
NET
-613.91NETDetails
PEG Ratio
1,195.15
High:
BKNG
7,487.18BKNGLow:
GOOG
60.26GOOGDetails
Price/Book
20.51
High:PLTR
69.32PLTRLow:BKNG
-26.58BKNGDetails
Price/Sales
14.58
High:PLTR
129.07PLTRLow:
LMT
1.4LMTDetails
Price/CF
45.54
High:PLTR
202PLTRLow:GOOG
16.18GOOGDetails
Price/FCF
79.73
High:LMT
457.22LMTLow:BKNG
23.52BKNGDetails
P/E Ratio
69.11
High:PLTR
575.84PLTRLow:NET
-613.91NETDetails
PEG Ratio
1,195.15
High:BKNG
7,487.18BKNGLow:GOOG
60.26GOOGDetails
Price/Book
20.51
High:PLTR
69.32PLTRLow:BKNG
-26.58BKNGDetails
Price/Sales
14.58
High:PLTR
129.07PLTRLow:LMT
1.4LMTDetails
Price/CF
45.54
High:PLTR
202PLTRLow:GOOG
16.18GOOGDetails
Price/FCF
79.73
High:LMT
457.22LMTLow:BKNG
23.52BKNGDetails
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 |
-0.01% | Apr 2023 | May 2023 | 1 |