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+0.48%
Today
+0.48%
This Month
+30.01%
Year To Date
+94.96%
2 Years
+208.55%
5 Years
+26.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services60.75%
- 💵 Cash29.01%
- ⛏️ Energy Minerals18.42%
- 💻 Electronic Technology2.39%
- 👥 Copy Trading1.66%
- 🚗 Consumer Durables0.47%
- 🛠️ Producer Manufacturing0.12%
- 📊 ETFs0.12%
- 💇♀️ Consumer Services0.04%
- 🧪 Process Industries0.02%
- 🧬 Health Technology0.01%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.66%
- 🇺🇸 NYSE21.99%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🌍 Digital Currency0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.39%
- 🇨🇳 China0.89%
- 🇸🇬 Singapore0.35%
- 🇮🇱 Israel0.14%
- 🇨🇦 Canada0.04%
- 🇩🇪 Germany0.02%
Dividends
Dividend Yield
0.42%
2 out of 18 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $OXY (2.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OXY | 0.41% | 2.22% | $0.8 |
 PatientInvestPH | 0.01% | 0.72% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
 9988.HK (PatientInvestPH) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 BABA (PatientInvestPH) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 06862.HK (PatientInvestPH) | Pay Day | Jun 19, 2025 | $0.06 |
 NKE (PatientInvestPH) | Pay Day | Jul 1, 2025 | $0.40 |
9988.HK (PatientInvestPH) | Pay Day | Jul 3, 2025 | $0.25 |
BABA (PatientInvestPH) | Pay Day | Jul 10, 2025 | $0.95 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
 TAN (PatientInvestPH) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 7.7/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
18.81
18.81
-2
0
2
19
19
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.64
2.64
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
18.81
18.81
-2
0
2
19
19
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.64
2.64
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
459.11
High:
PLTR
575.46PLTRLow:
BA
-11.56BADetails
PEG Ratio
690.45
High:PLTR
697.5PLTRLow:
NIO
-17.78NIODetails
Price/Book
24.05
High:PLTR
57.33PLTRLow:BA
-46.89BADetails
Price/Sales
23.29
High:PLTR
108PLTRLow:
DMKPQ
-DMKPQDetails
Price/CF
66.05
High:PLTR
161.45PLTRLow:
OXY
4.19OXYDetails
Price/FCF
121.49
High:
03690.HK
387.8103690.HKLow:
WBD
6.09WBDDetails
P/E Ratio
459.11
High:PLTR
575.46PLTRLow:BA
-11.56BADetails
PEG Ratio
690.45
High:PLTR
697.5PLTRLow:NIO
-17.78NIODetails
Price/Book
24.05
High:PLTR
57.33PLTRLow:BA
-46.89BADetails
Price/Sales
23.29
High:PLTR
108PLTRLow:DMKPQ
-DMKPQDetails
Price/CF
66.05
High:PLTR
161.45PLTRLow:OXY
4.19OXYDetails
Price/FCF
121.49
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 |