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-4.55%
This Month
+0.6%
Year To Date
+111.22%
2 Years
+176.55%
5 Years
+334.25%
10 Years
+21.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.53%
- 🧩 Miscellaneous26.58%
- 💻 Electronic Technology12.77%
- 📊 ETFs12.37%
- 💵 Cash3.58%
- 💼 Commercial Services3.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.53%
- 🇬🇧 LSE21.42%
- 🇺🇸 NYSE21.05%
- 🇩🇪 Xetra ETFs12.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.53%
- 🇹🇼 Taiwan12.77%
- 🇬🇧 United Kingdom3.11%
Dividends
Dividend Yield
0.32%
4 out of 9 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.98%)
Performance Metrics
Score 7.2/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
11.89
11.89
-2
0
2
12
12
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.69
1.69
0
1
2
3
3
Jensen's Alpha
11.89
11.89
-2
0
2
12
12
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.35
0.35
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
28.39
High:
PLTR
159.64PLTRLow:
WISE.L
21.92WISE.LDetails
PEG Ratio
161.34
High:
META
376.16METALow:PLTR
56.24PLTRDetails
Price/Book
8.61
High:PLTR
40.2PLTRLow:WISE.L
5.77WISE.LDetails
Price/Sales
10.86
High:PLTR
69.73PLTRLow:WISE.L
4.58WISE.LDetails
Price/CF
16.59
High:PLTR
138.09PLTRLow:META
11.83METADetails
Price/FCF
54.99
High:PLTR
139.89PLTRLow:WISE.L
18WISE.LDetails
P/E Ratio
28.39
High:PLTR
159.64PLTRLow:WISE.L
21.92WISE.LDetails
PEG Ratio
161.34
High:META
376.16METALow:PLTR
56.24PLTRDetails
Price/Book
8.61
High:PLTR
40.2PLTRLow:WISE.L
5.77WISE.LDetails
Price/Sales
10.86
High:PLTR
69.73PLTRLow:WISE.L
4.58WISE.LDetails
Price/CF
16.59
High:PLTR
138.09PLTRLow:META
11.83METADetails
Price/FCF
54.99
High:PLTR
139.89PLTRLow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.78% | Nov 2021 | Feb 2024 | 27 |
-8.27% | Feb 2026 | May 2026 | 3 |
-7.56% | Sep 2020 | Nov 2020 | 2 |
-4.55% | Jun 2026 | - | 1 |
-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 |