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-0.71%
This Month
-17.66%
Year To Date
+372.12%
2 Years
+712.1%
5 Years
+1261.31%
10 Years
+59.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services88.29%
- 🪨 Non Energy Minerals11.22%
- 🚗 Consumer Durables0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.78%
- 🇨🇦 Canada11.22%
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
2.45
2.45
0
1
2
3
3
Jensen's Alpha
53.17
53.17
-2
0
2
54
54
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
2.45
2.45
0
1
2
3
3
Jensen's Alpha
53.17
53.17
-2
0
2
54
54
Omega Ratio
2.01
2.01
0
1
1.5
3
3
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
240.13
High:
TSLA
354.33TSLALow:
TMC
-5.55TMCDetails
PEG Ratio
99.54
High:
PLTR
99.54PLTRLow:PLTR
99.54PLTRDetails
Price/Book
45.71
High:PLTR
47.42PLTRLow:TMC
-57.04TMCDetails
Price/Sales
75.89
High:PLTR
84.24PLTRLow:TMC
-TMCDetails
Price/CF
209.69
High:PLTR
214.31PLTRLow:TSLA
107.92TSLADetails
Price/FCF
218.49
High:TSLA
255.88TSLALow:PLTR
217.77PLTRDetails
P/E Ratio
240.13
High:TSLA
354.33TSLALow:TMC
-5.55TMCDetails
PEG Ratio
99.54
High:PLTR
99.54PLTRLow:PLTR
99.54PLTRDetails
Price/Book
45.71
High:PLTR
47.42PLTRLow:TMC
-57.04TMCDetails
Price/Sales
75.89
High:PLTR
84.24PLTRLow:TMC
-TMCDetails
Price/CF
209.69
High:PLTR
214.31PLTRLow:TSLA
107.92TSLADetails
Price/FCF
218.49
High:TSLA
255.88TSLALow:PLTR
217.77PLTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.01% | Feb 2021 | Jul 2023 | 29 |
-29.77% | Aug 2023 | Feb 2024 | 6 |
-28.74% | Nov 2025 | - | 6 |
-21.11% | Sep 2020 | Nov 2020 | 2 |
-16.58% | Mar 2024 | Aug 2024 | 5 |
-3.98% | Dec 2020 | Jan 2021 | 1 |
-2.84% | Feb 2025 | Apr 2025 | 2 |