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+1.67%
Today
+9.25%
This Month
+9.38%
Year To Date
+52.88%
2 Years
+114.08%
5 Years
+30.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.65%
- 🛠️ Producer Manufacturing20.03%
- 💻 Electronic Technology17.07%
- 🧬 Health Technology9.41%
- 🖥️ Technology Services7.36%
- 🚗 Consumer Durables7.06%
- 💰 Finance4.87%
- 🧪 Process Industries3.93%
- 🚚 Transportation2.75%
- 💼 Commercial Services1.5%
- 💵 Cash0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.98%
- 🇺🇸 NYSE27.91%
- 🌍 Digital Currency25.65%
- 🇩🇰 Copenhagen Stock Exchange9.41%
- 🇩🇪 FRA7.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.9%
- 🇩🇰 Denmark9.41%
- 🇩🇪 Germany7.68%
- 🇨🇳 China7.06%
- 🇬🇧 United Kingdom3.93%
Dividends
Dividend Yield
0.6%
10 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (2.58%)
Performance Metrics
Score 6.5/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
3.55
3.55
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
1.66
1.66
0
0.3
0.6
2
2
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
3.55
3.55
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
1.66
1.66
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.27
High:
PLTR
650.96PLTRLow:
RKLB
-113.57RKLBDetails
PEG Ratio
138.55
High:PLTR
789.01PLTRLow:
XPEV
-50.83XPEVDetails
Price/Book
18.93
High:PLTR
64.85PLTRLow:
SNDR
1.5SNDRDetails
Price/Sales
10.92
High:PLTR
122.17PLTRLow:
ACHR
-ACHRDetails
Price/CF
26.86
High:PLTR
161.45PLTRLow:SNDR
5.91SNDRDetails
Price/FCF
40.22
High:PLTR
163.42PLTRLow:
PYPL
10.92PYPLDetails
P/E Ratio
38.27
High:PLTR
650.96PLTRLow:RKLB
-113.57RKLBDetails
PEG Ratio
138.55
High:PLTR
789.01PLTRLow:XPEV
-50.83XPEVDetails
Price/Book
18.93
High:PLTR
64.85PLTRLow:SNDR
1.5SNDRDetails
Price/Sales
10.92
High:PLTR
122.17PLTRLow:ACHR
-ACHRDetails
Price/CF
26.86
High:PLTR
161.45PLTRLow:SNDR
5.91SNDRDetails
Price/FCF
40.22
High:PLTR
163.42PLTRLow:PYPL
10.92PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.67% | Aug 2023 | Dec 2023 | 4 |
-12.79% | Apr 2023 | Jul 2023 | 3 |
-12.78% | Jan 2024 | Feb 2024 | 1 |
-8.96% | Feb 2023 | Mar 2023 | 1 |
-7.16% | Mar 2025 | Jul 2025 | 4 |
-6.59% | Jun 2024 | Sep 2024 | 3 |
-4.75% | Dec 2024 | Feb 2025 | 2 |
-4.31% | Apr 2024 | May 2024 | 1 |
-1.92% | Dec 2022 | Jan 2023 | 1 |
-0.33% | Oct 2024 | Nov 2024 | 1 |