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+0.11%
Today
+2.41%
This Month
+0.97%
Year To Date
+87.73%
2 Years
+197.69%
5 Years
+26.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading65.19%
- 💻 Electronic Technology8.84%
- 🖥️ Technology Services8.28%
- 💵 Cash8.01%
- 📊 ETFs4.71%
- 💰 Finance2.71%
- 🛍️ Retail Trade2.04%
- 🚗 Consumer Durables1.37%
- 🍞 Consumer Non Durables0.68%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE50.9%
- 🇺🇸 Nasdaq17.41%
- 🇺🇸 NYSE11.23%
- 🌍 Digital Currency2.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.92%
- 🇮🇪 Ireland1.07%
- 🇨🇦 Canada0.95%
Dividends
Dividend Yield
0.16%
11 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $KO (2.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM | Pay Day | Apr 30, 2025 | $1.40 |
 AON | Ex-Dividend | May 1, 2025 | $0.74 |
 DELL | Pay Day | May 2, 2025 | $0.52 |
 WMT | Ex-Dividend | May 9, 2025 | $0.24 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
AON | Pay Day | May 15, 2025 | $0.74 |
WMT | Pay Day | May 27, 2025 | $0.24 |
 GS | Ex-Dividend | May 30, 2025 | $3.00 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
Performance Metrics
Score 8.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
10.24
10.24
-2
0
2
11
11
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
1.1
1.1
0
0.5
1
2
2
Sortino Ratio
1.97
1.97
0
1
2
3
3
Jensen's Alpha
10.24
10.24
-2
0
2
11
11
Omega Ratio
2.07
2.07
0
1
1.5
3
3
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.99
0.99
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.03
High:
PLTR
606.29PLTRLow:
JPM
11.94JPMDetails
PEG Ratio
220.53
High:PLTR
539.48PLTRLow:
SHOP
4.37SHOPDetails
Price/Book
15.71
High:PLTR
53.59PLTRLow:
DELL
-44.37DELLDetails
Price/Sales
7.72
High:PLTR
101.16PLTRLow:DELL
0.71DELLDetails
Price/CF
34.43
High:PLTR
165.72PLTRLow:
GS
2.57GSDetails
Price/FCF
50.95
High:
KO
272.99KOLow:GS
2.82GSDetails
P/E Ratio
37.03
High:PLTR
606.29PLTRLow:JPM
11.94JPMDetails
PEG Ratio
220.53
High:PLTR
539.48PLTRLow:SHOP
4.37SHOPDetails
Price/Book
15.71
High:PLTR
53.59PLTRLow:DELL
-44.37DELLDetails
Price/Sales
7.72
High:PLTR
101.16PLTRLow:DELL
0.71DELLDetails
Price/CF
34.43
High:PLTR
165.72PLTRLow:GS
2.57GSDetails
Price/FCF
50.95
High:KO
272.99KOLow:GS
2.82GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.58% | Jan 2022 | Jun 2023 | 17 |
-8.56% | Aug 2023 | Nov 2023 | 3 |
-7.36% | Sep 2020 | Nov 2020 | 2 |
-5.42% | Sep 2021 | Oct 2021 | 1 |
-4.36% | Feb 2025 | - | 3 |
-0.95% | Jul 2024 | Aug 2024 | 1 |
-0.11% | Jan 2021 | Feb 2021 | 1 |