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+0.54%
This Month
+25.55%
Year To Date
+85.15%
2 Years
+159.09%
5 Years
+159.09%
10 Years
+34.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services54.36%
- 💻 Electronic Technology18.99%
- 🚗 Consumer Durables15.31%
- 🛍️ Retail Trade8.96%
- 💼 Commercial Services1.2%
- 💰 Finance1.15%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq87.79%
- 🇺🇸 NYSE12.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.97%
Dividends
Dividend Yield
0.15%
9 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.08%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
10.68
10.68
-2
0
2
11
11
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.5
1.5
0
0.3
0.6
2
2
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.83
1.83
0
1
2
3
3
Jensen's Alpha
10.68
10.68
-2
0
2
11
11
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
1.5
1.5
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.34
High:
PLTR
429.3PLTRLow:
NET
-680.7NETDetails
PEG Ratio
180.37
High:
COST
494.76COSTLow:
BMNR
0.23BMNRDetails
Price/Book
13.25
High:PLTR
66.38PLTRLow:BMNR
0.94BMNRDetails
Price/Sales
9.9
High:PLTR
121.14PLTRLow:COST
1.4COSTDetails
Price/CF
29.48
High:
MSTR
7,511.07MSTRLow:
PYPL
10.02PYPLDetails
Price/FCF
65.49
High:MSTR
1,187.5MSTRLow:PYPL
11.57PYPLDetails
P/E Ratio
40.34
High:PLTR
429.3PLTRLow:NET
-680.7NETDetails
PEG Ratio
180.37
High:COST
494.76COSTLow:BMNR
0.23BMNRDetails
Price/Book
13.25
High:PLTR
66.38PLTRLow:BMNR
0.94BMNRDetails
Price/Sales
9.9
High:PLTR
121.14PLTRLow:COST
1.4COSTDetails
Price/CF
29.48
High:MSTR
7,511.07MSTRLow:PYPL
10.02PYPLDetails
Price/FCF
65.49
High:MSTR
1,187.5MSTRLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.11% | Aug 2022 | Mar 2023 | 7 |
-16.25% | Feb 2025 | May 2025 | 3 |
-11.79% | Aug 2023 | Nov 2023 | 3 |
-8.97% | Nov 2025 | - | 2 |
-8.97% | Jun 2022 | Jul 2022 | 1 |
-6.95% | Apr 2024 | May 2024 | 1 |
-2.17% | Apr 2023 | May 2023 | 1 |
-1.99% | Dec 2024 | Jan 2025 | 1 |
-1.23% | Jan 2024 | Feb 2024 | 1 |
-0.47% | Aug 2024 | Sep 2024 | 1 |