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0%
This Month
+47.09%
Year To Date
+113.02%
2 Years
+249.1%
5 Years
+249.1%
10 Years
+28.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services63.86%
- 💵 Cash29.11%
- ⛏️ Energy Minerals17.18%
- 💻 Electronic Technology2.25%
- 👥 Copy Trading1.66%
- 🚗 Consumer Durables0.57%
- 🛠️ Producer Manufacturing0.1%
- 📊 ETFs0.09%
- 💇♀️ Consumer Services0.04%
- 🧪 Process Industries0.02%
- 🧬 Health Technology0.01%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq64.83%
- 🇺🇸 NYSE20.64%
- 🇭🇰 Hong Kong Exchanges0.17%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🌍 Digital Currency0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.23%
- 🇨🇳 China0.94%
- 🇸🇬 Singapore0.28%
- 🇮🇱 Israel0.11%
- 🇨🇦 Canada0.03%
- 🇩🇪 Germany0.02%
Dividends
Dividend Yield
0.38%
2 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OXY (2.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OXY | 0.37% | 2.17% | $0.8 |
 PatientInvestPH | 0.01% | 0.61% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 0968.HK (PatientInvestPH) | Ex-Dividend | Aug 14, 2025 | $0.00 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
0968.HK (PatientInvestPH) | Pay Day | Oct 10, 2025 | $0.00 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
 TAN (PatientInvestPH) | Pay Day | Dec 27, 2025 | $0.16 |
Performance Metrics
Score 7.9/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
19.56
19.56
-2
0
2
20
20
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
19.56
19.56
-2
0
2
20
20
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
2.8
2.8
0
0.75
1.25
3
3
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
530.39
High:
PLTR
673.67PLTRLow:
BA
-13.43BADetails
PEG Ratio
806.91
High:PLTR
816.53PLTRLow:
NIO
-78.4NIODetails
Price/Book
29.91
High:PLTR
67.11PLTRLow:NIO
-192.84NIODetails
Price/Sales
29.08
High:PLTR
126.43PLTRLow:
DMKPQ
-DMKPQDetails
Price/CF
74.1
High:PLTR
161.45PLTRLow:
OXY
4.19OXYDetails
Price/FCF
127.47
High:
03690.HK
387.8103690.HKLow:
WBD
6.09WBDDetails
P/E Ratio
530.39
High:PLTR
673.67PLTRLow:BA
-13.43BADetails
PEG Ratio
806.91
High:PLTR
816.53PLTRLow:NIO
-78.4NIODetails
Price/Book
29.91
High:PLTR
67.11PLTRLow:NIO
-192.84NIODetails
Price/Sales
29.08
High:PLTR
126.43PLTRLow:DMKPQ
-DMKPQDetails
Price/CF
74.1
High:PLTR
161.45PLTRLow:OXY
4.19OXYDetails
Price/FCF
127.47
High:03690.HK
387.8103690.HKLow:WBD
6.09WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.44% | Jul 2021 | Nov 2024 | 40 |
-6.21% | Mar 2021 | Jun 2021 | 3 |
-0.27% | Mar 2025 | Apr 2025 | 1 |