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+4.94%
This Month
+62.4%
Year To Date
+138.43%
2 Years
+219.33%
5 Years
+285.43%
10 Years
+29.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services59.16%
- 💵 Cash42.49%
- ⛏️ Energy Minerals14.52%
- 💻 Electronic Technology1.85%
- 👥 Copy Trading1.01%
- 🚗 Consumer Durables0.51%
- 🛠️ Producer Manufacturing0.11%
- 💇♀️ Consumer Services0.09%
- 📊 ETFs0.05%
- 🧪 Process Industries0.02%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.63%
- 🇺🇸 NYSE17.17%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.97%
- 🇨🇳 China0.6%
- 🇮🇱 Israel0.12%
- 🇸🇬 Singapore0.08%
- 🇨🇦 Canada0.04%
- 🇩🇪 Germany0.03%
Dividends
Dividend Yield
0.36%
2 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OXY (2.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OXY | 0.35% | 2.41% | $0.8 |
 PatientInvestPH | 0.01% | 0.61% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TAN (PatientInvestPH) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 7.8/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
17.75
17.75
-2
0
2
18
18
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.65
2.65
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
17.75
17.75
-2
0
2
18
18
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
2.65
2.65
0
0.75
1.25
3
3
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
1.01
1.01
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
456.98
High:
PLTR
429.3PLTRLow:
03690.HK
-266.9303690.HKDetails
PEG Ratio
364.32
High:PLTR
369.03PLTRLow:
NIO
-136.88NIODetails
Price/Book
34.16
High:PLTR
66.38PLTRLow:
BA
-18.81BADetails
Price/Sales
35.32
High:PLTR
121.14PLTRLow:
DMKPQ
-DMKPQDetails
Price/CF
108
High:PLTR
258.05PLTRLow:
OXY
4.21OXYDetails
Price/FCF
205.18
High:03690.HK
387.8103690.HKLow:
9658.HK
9.979658.HKDetails
P/E Ratio
456.98
High:PLTR
429.3PLTRLow:03690.HK
-266.9303690.HKDetails
PEG Ratio
364.32
High:PLTR
369.03PLTRLow:NIO
-136.88NIODetails
Price/Book
34.16
High:PLTR
66.38PLTRLow:BA
-18.81BADetails
Price/Sales
35.32
High:PLTR
121.14PLTRLow:DMKPQ
-DMKPQDetails
Price/CF
108
High:PLTR
258.05PLTRLow:OXY
4.21OXYDetails
Price/FCF
205.18
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 |
-9.78% | Nov 2025 | - | 2 |
-6.21% | Mar 2021 | Jun 2021 | 3 |
-0.27% | Mar 2025 | Apr 2025 | 1 |