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-4.04%
This Month
-8.69%
Year To Date
+103.21%
2 Years
+105.97%
5 Years
+245.97%
10 Years
+24.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.09%
- 💵 Cash42.9%
- ⛏️ Energy Minerals21.86%
- 💻 Electronic Technology2.33%
- 🚗 Consumer Durables0.67%
- 👥 Copy Trading0.62%
- 🧬 Health Technology0.57%
- 🛠️ Producer Manufacturing0.14%
- 💇♀️ Consumer Services0.09%
- 📊 ETFs0.06%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.9%
- 🇺🇸 NYSE24.85%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇭🇰 Hong Kong Exchanges0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.94%
- 🇨🇳 China0.67%
- 🇮🇱 Israel0.14%
- 🇨🇦 Canada0.01%
- 🇸🇬 Singapore0%
Dividends
Dividend Yield
0.41%
1 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OXY (1.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OXY | 0.41% | 1.86% | $0.8 |
Performance Metrics
Score 7.7/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
18.1
18.1
-2
0
2
19
19
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.64
2.64
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.68
1.68
0
1
2
3
3
Jensen's Alpha
18.1
18.1
-2
0
2
19
19
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.64
2.64
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
141.28
High:
PLTR
154.41PLTRLow:
WBD
-38.81WBDDetails
PEG Ratio
55.02
High:
BA
105.85BALow:WBD
-46.06WBDDetails
Price/Book
15.9
High:PLTR
38.88PLTRLow:
XTIA
-14.63XTIADetails
Price/Sales
17.97
High:PLTR
67.45PLTRLow:
DMKPQ
-DMKPQDetails
Price/CF
59.06
High:PLTR
138.09PLTRLow:OXY
6.77OXYDetails
Price/FCF
113.72
High:
03690.HK
387.8103690.HKLow:
9658.HK
9.979658.HKDetails
P/E Ratio
141.28
High:PLTR
154.41PLTRLow:WBD
-38.81WBDDetails
PEG Ratio
55.02
High:BA
105.85BALow:WBD
-46.06WBDDetails
Price/Book
15.9
High:PLTR
38.88PLTRLow:XTIA
-14.63XTIADetails
Price/Sales
17.97
High:PLTR
67.45PLTRLow:DMKPQ
-DMKPQDetails
Price/CF
59.06
High:PLTR
138.09PLTRLow:OXY
6.77OXYDetails
Price/FCF
113.72
High:03690.HK
387.8103690.HKLow:9658.HK
9.979658.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.44% | Jul 2021 | Nov 2024 | 40 |
-15.02% | Nov 2025 | - | 7 |
-6.21% | Mar 2021 | Jun 2021 | 3 |
-0.27% | Mar 2025 | Apr 2025 | 1 |