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+10.05%
This Month
-3.61%
Year To Date
+17.05%
2 Years
+14.79%
5 Years
+14.79%
10 Years
+3.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes16.6%
- 💻 Electronic Technology15.38%
- 💵 Cash12.61%
- 🖥️ Technology Services8.79%
- 🌾 Commodities8.75%
- 📊 ETFs8.11%
- 💰 Finance7.6%
- 🛠️ Producer Manufacturing5.19%
- 🏥 Health Services4.99%
- 🚚 Transportation2.64%
- 🛍️ Retail Trade2.62%
- 🚗 Consumer Durables1.71%
- 🧩 Miscellaneous1.66%
- 💇♀️ Consumer Services1.64%
- 🧪 Process Industries1.64%
- 🧬 Health Technology1.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.81%
- 🇺🇸 Nasdaq26.13%
- 🌍 CFD16.6%
- 🌍 Commodity8.75%
- 🇬🇧 LSE1.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.01%
- 🇸🇬 Singapore1.8%
- 🇨🇳 China1.71%
- 🇳🇱 Netherlands1.67%
- 🇹🇼 Taiwan1.65%
Dividends
Dividend Yield
0.13%
6 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DOW (4.79%)
Performance Metrics
Score 2.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-14.03
-14.03
-15
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-14.03
-14.03
-15
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.55
High:
NBIS
312.26NBISLow:
SYM
-634.18SYMDetails
PEG Ratio
-710.48
High:
UBER
561.2UBERLow:
RKLB
-11,532.17RKLBDetails
Price/Book
6.69
High:
PLTR
47.39PLTRLow:
BRK.B
1.43BRK.BDetails
Price/Sales
6.88
High:
ACHR
14,550.69ACHRLow:
OKLO
-OKLODetails
Price/CF
28.5
High:PLTR
214.31PLTRLow:
TGT
7.31TGTDetails
Price/FCF
55.97
High:
AMZN
325.85AMZNLow:SYM
9.51SYMDetails
P/E Ratio
32.55
High:NBIS
312.26NBISLow:SYM
-634.18SYMDetails
PEG Ratio
-710.48
High:UBER
561.2UBERLow:RKLB
-11,532.17RKLBDetails
Price/Book
6.69
High:PLTR
47.39PLTRLow:BRK.B
1.43BRK.BDetails
Price/Sales
6.88
High:ACHR
14,550.69ACHRLow:OKLO
-OKLODetails
Price/CF
28.5
High:PLTR
214.31PLTRLow:TGT
7.31TGTDetails
Price/FCF
55.97
High:AMZN
325.85AMZNLow:SYM
9.51SYMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.44% | Dec 2024 | Jun 2025 | 6 |
-20.16% | Nov 2025 | - | 6 |
-18.24% | Jan 2024 | Nov 2024 | 10 |
-6.73% | Aug 2023 | Nov 2023 | 3 |
-5.24% | Jan 2023 | Jul 2023 | 6 |