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+0.52%
Today
+9.83%
This Month
+73.64%
Year To Date
+325.9%
2 Years
+733.91%
5 Years
+55.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services57.19%
- 🧬 Health Technology14.23%
- 💰 Finance12.77%
- 🏭 Industrial Services11.76%
- 💼 Commercial Services4.04%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq88.24%
- 🇺🇸 NYSE11.76%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.77%
- 🇨🇦 Canada14.23%
Dividends
Dividend Yield
0.02%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VG (0.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VG | 0.02% | 0.2% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.33
2.33
0
1
2
3
3
Jensen's Alpha
41.1
41.1
-2
0
2
42
42
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.33
2.33
0
1
2
3
3
Jensen's Alpha
41.1
41.1
-2
0
2
42
42
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
2.76
2.76
0
0.75
1.25
3
3
Information Ratio
0.92
0.92
0
0.3
0.6
1
1
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
397.5
High:
PLTR
648.82PLTRLow:
ABCL
-6.94ABCLDetails
PEG Ratio
617.71
High:PLTR
786.41PLTRLow:
SOFI
17.44SOFIDetails
Price/Book
38.48
High:PLTR
64.64PLTRLow:ABCL
1.15ABCLDetails
Price/Sales
61.37
High:PLTR
121.76PLTRLow:
PYPL
2.29PYPLDetails
Price/CF
108.74
High:PLTR
161.45PLTRLow:SOFI
8.38SOFIDetails
Price/FCF
114.47
High:PLTR
163.42PLTRLow:SOFI
9.54SOFIDetails
P/E Ratio
397.5
High:PLTR
648.82PLTRLow:ABCL
-6.94ABCLDetails
PEG Ratio
617.71
High:PLTR
786.41PLTRLow:SOFI
17.44SOFIDetails
Price/Book
38.48
High:PLTR
64.64PLTRLow:ABCL
1.15ABCLDetails
Price/Sales
61.37
High:PLTR
121.76PLTRLow:PYPL
2.29PYPLDetails
Price/CF
108.74
High:PLTR
161.45PLTRLow:SOFI
8.38SOFIDetails
Price/FCF
114.47
High:PLTR
163.42PLTRLow:SOFI
9.54SOFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.67% | Nov 2021 | Jul 2023 | 20 |
-26.63% | Aug 2023 | Feb 2024 | 6 |
-16.73% | Mar 2024 | Aug 2024 | 5 |
-7.83% | Mar 2025 | Apr 2025 | 1 |
-6.15% | Jul 2021 | Aug 2021 | 1 |
-4.67% | Oct 2020 | Nov 2020 | 1 |
-4.4% | Jan 2021 | Feb 2021 | 1 |