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+3.11%
This Month
+18.12%
Year To Date
+97.13%
2 Years
+151.19%
5 Years
+203.34%
10 Years
+20.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.9%
- 🖥️ Technology Services38.26%
- 💻 Electronic Technology29.99%
- 🏭 Industrial Services3.9%
- 📊 ETFs3.81%
- 💰 Finance0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.73%
- 🇬🇧 LSE19.33%
- 🇺🇸 NYSE4.9%
- 🇭🇰 Hong Kong Exchanges0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.82%
- 🇬🇧 United Kingdom19.33%
- 🇨🇳 China0.2%
Dividends
Dividend Yield
0.76%
6 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ET (7.48%)
Performance Metrics
Score 6.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
5.91
5.91
-2
0
2
6
6
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.27
1.27
0
1
2
3
3
Jensen's Alpha
5.91
5.91
-2
0
2
6
6
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.6
High:
PLTR
569.72PLTRLow:
TTWO
-10.29TTWODetails
PEG Ratio
3,810.04
High:
AAPL
24,187.63AAPLLow:
03333.HK
-0.0303333.HKDetails
Price/Book
15.15
High:PLTR
68.58PLTRLow:03333.HK
-003333.HKDetails
Price/Sales
11.13
High:PLTR
127.7PLTRLow:03333.HK
0.0103333.HKDetails
Price/CF
28.03
High:TTWO
434.3TTWOLow:03333.HK
1.7403333.HKDetails
Price/FCF
58.09
High:PLTR
204.47PLTRLow:03333.HK
20.603333.HKDetails
P/E Ratio
37.6
High:PLTR
569.72PLTRLow:TTWO
-10.29TTWODetails
PEG Ratio
3,810.04
High:AAPL
24,187.63AAPLLow:03333.HK
-0.0303333.HKDetails
Price/Book
15.15
High:PLTR
68.58PLTRLow:03333.HK
-003333.HKDetails
Price/Sales
11.13
High:PLTR
127.7PLTRLow:03333.HK
0.0103333.HKDetails
Price/CF
28.03
High:TTWO
434.3TTWOLow:03333.HK
1.7403333.HKDetails
Price/FCF
58.09
High:PLTR
204.47PLTRLow:03333.HK
20.603333.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.03% | Jan 2022 | Dec 2023 | 23 |
-18.08% | Sep 2020 | Nov 2020 | 2 |
-14.09% | Jul 2019 | Feb 2020 | 7 |
-12.24% | Mar 2020 | Aug 2020 | 5 |
-5.25% | Mar 2025 | May 2025 | 2 |
-4.26% | Mar 2024 | May 2024 | 2 |
-3.73% | Feb 2021 | Apr 2021 | 2 |
-2.66% | Oct 2024 | Nov 2024 | 1 |
-2.38% | Sep 2021 | Oct 2021 | 1 |
-2.03% | Jan 2025 | Feb 2025 | 1 |
-1.67% | Nov 2021 | Dec 2021 | 1 |
-1.05% | Jul 2024 | Aug 2024 | 1 |
-0.45% | Jan 2024 | Feb 2024 | 1 |
-0.09% | May 2021 | Jun 2021 | 1 |