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-0.22%
This Month
-8.58%
Year To Date
+8.72%
2 Years
+26.95%
5 Years
+26.95%
10 Years
+5.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.23%
- 🪙 Cryptocurrencies23.51%
- 💵 Cash14.67%
- 🖥️ Technology Services12.4%
- 💻 Electronic Technology8.7%
- 🛍️ Retail Trade4.19%
- 🧩 Miscellaneous1.51%
- ⚡ Utilities1.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.22%
- 🌍 Digital Currency23.51%
- 🇺🇸 NYSE8.32%
- 🇩🇪 Xetra ETFs8.05%
- 🇬🇧 LSE5.86%
- 🇺🇸 Chicago Board Options Exchange5.65%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.29%
- 🇬🇧 United Kingdom1.51%
Dividends
Dividend Yield
0.09%
6 out of 46 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.66
-2.66
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.66
-2.66
-3
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.35
High:
PLTR
232.65PLTRLow:
MSFT
25.27MSFTDetails
PEG Ratio
92.42
High:
AAPL
130.44AAPLLow:
NVDA
55.55NVDADetails
Price/Book
11.51
High:PLTR
47.65PLTRLow:
SNPS
2.66SNPSDetails
Price/Sales
8.39
High:PLTR
84.66PLTRLow:
AMZN
3.16AMZNDetails
Price/CF
26.03
High:PLTR
214.31PLTRLow:
META
14.62METADetails
Price/FCF
58.03
High:
ORCL
348.36ORCLLow:AAPL
37.55AAPLDetails
P/E Ratio
30.35
High:PLTR
232.65PLTRLow:MSFT
25.27MSFTDetails
PEG Ratio
92.42
High:AAPL
130.44AAPLLow:NVDA
55.55NVDADetails
Price/Book
11.51
High:PLTR
47.65PLTRLow:SNPS
2.66SNPSDetails
Price/Sales
8.39
High:PLTR
84.66PLTRLow:AMZN
3.16AMZNDetails
Price/CF
26.03
High:PLTR
214.31PLTRLow:META
14.62METADetails
Price/FCF
58.03
High:ORCL
348.36ORCLLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.26% | Feb 2025 | Jun 2025 | 4 |
-16.04% | Nov 2025 | - | 5 |
-13.62% | Apr 2022 | Jan 2023 | 9 |
-8.54% | Aug 2023 | Dec 2023 | 4 |
-6.76% | Feb 2023 | Jul 2023 | 5 |
-4.21% | Jul 2024 | Jan 2025 | 6 |
-3.47% | Apr 2024 | May 2024 | 1 |
-1.51% | Feb 2022 | Mar 2022 | 1 |