Loading...
+1.66%
Today
+1.66%
This Month
+6.83%
Year To Date
+72.04%
2 Years
+153.54%
5 Years
+22.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.35%
- 💵 Cash28.91%
- ⛏️ Energy Minerals26.85%
- 💻 Electronic Technology2.35%
- 👥 Copy Trading2.01%
- 🚗 Consumer Durables0.63%
- 🛠️ Producer Manufacturing0.15%
- 📊 ETFs0.14%
- 💇♀️ Consumer Services0.05%
- 🧪 Process Industries0.02%
- 🧬 Health Technology0.01%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.4%
- 🇺🇸 NYSE30.69%
- 🇭🇰 Hong Kong Exchanges0.28%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🌍 Digital Currency0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.51%
- 🇨🇳 China1.23%
- 🇸🇬 Singapore0.37%
- 🇮🇱 Israel0.17%
- 🇨🇦 Canada0.04%
- 🇩🇪 Germany0.01%
Dividends
Dividend Yield
0.51%
2 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OXY (1.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OXY | 0.49% | 1.84% | $0.8 |
 PatientInvestPH | 0.01% | 0.72% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
OXY | Pay Day | Apr 15 | $0.24 |
 06862.HK (PatientInvestPH) | Ex-Dividend | May 21 | $0.06 |
06862.HK (PatientInvestPH) | Pay Day | Jun 19 | $0.06 |
 TAN (PatientInvestPH) | Pay Day | Dec 27 | $- |
Performance Metrics
Score 7.2/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
14.98
14.98
-2
0
2
15
15
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.24
2.24
0
0.75
1.25
3
3
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.45
1.45
0
1
2
3
3
Jensen's Alpha
14.98
14.98
-2
0
2
15
15
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.24
2.24
0
0.75
1.25
3
3
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
229.27
High:
PLTR
447.81PLTRLow:
BA
-9.17BADetails
PEG Ratio
391.88
High:PLTR
398.46PLTRLow:
NIO
-19.48NIODetails
Price/Book
11.96
High:PLTR
39.58PLTRLow:BA
-32.19BADetails
Price/Sales
10.86
High:PLTR
74.71PLTRLow:
DMKPQ
-DMKPQDetails
Price/CF
30.02
High:PLTR
165.72PLTRLow:
OXY
4.06OXYDetails
Price/FCF
79.47
High:
03690.HK
387.8103690.HKLow:
WBD
5.86WBDDetails
P/E Ratio
229.27
High:PLTR
447.81PLTRLow:BA
-9.17BADetails
PEG Ratio
391.88
High:PLTR
398.46PLTRLow:NIO
-19.48NIODetails
Price/Book
11.96
High:PLTR
39.58PLTRLow:BA
-32.19BADetails
Price/Sales
10.86
High:PLTR
74.71PLTRLow:DMKPQ
-DMKPQDetails
Price/CF
30.02
High:PLTR
165.72PLTRLow:OXY
4.06OXYDetails
Price/FCF
79.47
High:03690.HK
387.8103690.HKLow:WBD
5.86WBDDetails
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 | - | 1 |