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-1.55%
This Month
-2.05%
Year To Date
+124.74%
2 Years
+189.38%
5 Years
+322.79%
10 Years
+21.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.98%
- 🛍️ Retail Trade24.05%
- 📊 ETFs18.13%
- ⛏️ Energy Minerals8.99%
- 🧩 Miscellaneous8.96%
- 💰 Finance3.88%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.68%
- 🇺🇸 NYSE18.34%
- 🇩🇪 Xetra ETFs18%
- 🇬🇧 LSE12.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.68%
- 🇬🇧 United Kingdom12.87%
- 🇨🇳 China9.36%
Dividends
Dividend Yield
0.54%
5 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHEL (3.5%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
12.51
12.51
-2
0
2
13
13
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.71
1.71
0
1
2
3
3
Jensen's Alpha
12.51
12.51
-2
0
2
13
13
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
2.35
2.35
0
0.75
1.25
3
3
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.33
High:
PLTR
242.08PLTRLow:
SHEL
13.64SHELDetails
PEG Ratio
80.41
High:
AMZN
104.35AMZNLow:
BABA
35.01BABADetails
Price/Book
6.62
High:PLTR
49.59PLTRLow:SHEL
1.36SHELDetails
Price/Sales
5.61
High:PLTR
88.09PLTRLow:SHEL
0.9SHELDetails
Price/CF
19.45
High:PLTR
214.31PLTRLow:SHEL
5.22SHELDetails
Price/FCF
71.9
High:BABA
1,196.17BABALow:SHEL
15.99SHELDetails
P/E Ratio
27.33
High:PLTR
242.08PLTRLow:SHEL
13.64SHELDetails
PEG Ratio
80.41
High:AMZN
104.35AMZNLow:BABA
35.01BABADetails
Price/Book
6.62
High:PLTR
49.59PLTRLow:SHEL
1.36SHELDetails
Price/Sales
5.61
High:PLTR
88.09PLTRLow:SHEL
0.9SHELDetails
Price/CF
19.45
High:PLTR
214.31PLTRLow:SHEL
5.22SHELDetails
Price/FCF
71.9
High:BABA
1,196.17BABALow:SHEL
15.99SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.78% | Nov 2021 | Feb 2024 | 27 |
-7.56% | Sep 2020 | Nov 2020 | 2 |
-4.55% | Feb 2026 | - | 2 |
-4.41% | Feb 2025 | Apr 2025 | 2 |
-3% | Jul 2021 | Aug 2021 | 1 |
-1.63% | Mar 2021 | Jun 2021 | 3 |
-1.48% | Mar 2024 | Jun 2024 | 3 |
-1.23% | Jun 2020 | Aug 2020 | 2 |
-0.8% | Nov 2025 | Jan 2026 | 2 |