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-9.03%
This Month
-1.52%
Year To Date
+40.46%
2 Years
+61.33%
5 Years
+61.33%
10 Years
+7.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.83%
- 🖥️ Technology Services37.35%
- 💰 Finance7.92%
- 🧩 Miscellaneous4.35%
- 🪙 Cryptocurrencies2.44%
- 🚗 Consumer Durables2.21%
- 🍞 Consumer Non Durables1.89%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.11%
- 🇺🇸 NYSE10.88%
- 🇩🇪 Xetra ETFs4.35%
- 🌍 Digital Currency2.44%
- 🇩🇪 FRA2.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.74%
- 🇦🇺 Australia12.25%
- 🇩🇪 Germany2.21%
Dividends
Dividend Yield
0.29%
6 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $BMW.DE (5.62%)
Performance Metrics
Score 6.4/10
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
3.64
3.64
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
3.64
3.64
-2
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.53
High:
PLTR
226.07PLTRLow:
ZETA
-96.55ZETADetails
PEG Ratio
27.8
High:
NOW
274.07NOWLow:ZETA
-151.97ZETADetails
Price/Book
6.36
High:PLTR
46.31PLTRLow:
BMW.DE
0.49BMW.DEDetails
Price/Sales
7.4
High:PLTR
82.26PLTRLow:BMW.DE
0.35BMW.DEDetails
Price/CF
19.26
High:PLTR
214.31PLTRLow:BMW.DE
7.09BMW.DEDetails
Price/FCF
56.11
High:
KO
272.99KOLow:
COIN
25COINDetails
P/E Ratio
21.53
High:PLTR
226.07PLTRLow:ZETA
-96.55ZETADetails
PEG Ratio
27.8
High:NOW
274.07NOWLow:ZETA
-151.97ZETADetails
Price/Book
6.36
High:PLTR
46.31PLTRLow:BMW.DE
0.49BMW.DEDetails
Price/Sales
7.4
High:PLTR
82.26PLTRLow:BMW.DE
0.35BMW.DEDetails
Price/CF
19.26
High:PLTR
214.31PLTRLow:BMW.DE
7.09BMW.DEDetails
Price/FCF
56.11
High:KO
272.99KOLow:COIN
25COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.59% | Feb 2026 | - | 2 |
-8.73% | Nov 2025 | Jan 2026 | 2 |
-8.43% | Jan 2022 | May 2023 | 16 |
-6.9% | Aug 2023 | Mar 2024 | 7 |
-6.14% | Sep 2021 | Oct 2021 | 1 |
-4.46% | Mar 2025 | May 2025 | 2 |
-4.36% | Apr 2024 | May 2024 | 1 |
-1.68% | Oct 2024 | Nov 2024 | 1 |
-1.66% | May 2021 | Aug 2021 | 3 |
-1.44% | Nov 2021 | Dec 2021 | 1 |