Loading...
-4.32%
This Month
-4.32%
Year To Date
+113.54%
2 Years
+139.24%
5 Years
+136.98%
10 Years
+10.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology50.94%
- 🖥️ Technology Services32.95%
- 💰 Finance4.09%
- 🚗 Consumer Durables3.87%
- 🛍️ Retail Trade3.37%
- 🧬 Health Technology1.81%
- 💇♀️ Consumer Services0.69%
- 📊 ETFs0.49%
- 👥 Copy Trading0.47%
- 💼 Commercial Services0.47%
- 🪙 Cryptocurrencies0.41%
- 🍞 Consumer Non Durables0.33%
- 💵 Cash0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq92.74%
- 🇺🇸 NYSE6.47%
- 🌍 Digital Currency0.48%
- 🇬🇧 LSE0.02%
- 🌍 FX0.02%
- 🇨🇭 SIX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.71%
- 🇱🇺 Luxembourg1.89%
- 🇬🇧 United Kingdom0.02%
- 🇧🇲 Bermuda0.01%
- 🇨🇭 Switzerland0%
Dividends
Dividend Yield
0.2%
11 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
0.1
0.1
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.5
High:
PLTR
394.13PLTRLow:
CRWD
-350.43CRWDDetails
PEG Ratio
131.79
High:
V
1,166.53VLow:
ZM
21.82ZMDetails
Price/Book
18.09
High:PLTR
60.95PLTRLow:
SBUX
-13.15SBUXDetails
Price/Sales
13.55
High:PLTR
111.21PLTRLow:
PYPL
1.61PYPLDetails
Price/CF
35.98
High:PLTR
258.05PLTRLow:PYPL
10.02PYPLDetails
Price/FCF
57.64
High:SBUX
1,256.06SBUXLow:PYPL
11.57PYPLDetails
P/E Ratio
38.5
High:PLTR
394.13PLTRLow:CRWD
-350.43CRWDDetails
PEG Ratio
131.79
High:V
1,166.53VLow:ZM
21.82ZMDetails
Price/Book
18.09
High:PLTR
60.95PLTRLow:SBUX
-13.15SBUXDetails
Price/Sales
13.55
High:PLTR
111.21PLTRLow:PYPL
1.61PYPLDetails
Price/CF
35.98
High:PLTR
258.05PLTRLow:PYPL
10.02PYPLDetails
Price/FCF
57.64
High:SBUX
1,256.06SBUXLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.13% | Jan 2018 | Oct 2024 | 81 |
-11.23% | Jan 2025 | May 2025 | 4 |
-8.42% | Nov 2025 | - | 3 |