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+0.09%
This Month
+24.06%
Year To Date
+51.35%
2 Years
+67.99%
5 Years
+158.31%
10 Years
+16.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs44.18%
- 💰 Finance16.58%
- 🖥️ Technology Services14.51%
- 💻 Electronic Technology10.31%
- 🛍️ Retail Trade6.82%
- 🚗 Consumer Durables4.4%
- 🚚 Transportation3.19%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.51%
- 🇺🇸 Nasdaq45.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.67%
- 🇯🇵 Japan4.4%
- 🇳🇱 Netherlands2.57%
- 🇨🇦 Canada2.18%
Dividends
Dividend Yield
0.47%
8 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $O (5.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 5.5/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.39
High:
PLTR
425.07PLTRLow:
UBER
11.72UBERDetails
PEG Ratio
364.75
High:
O
2,996.38OLow:UBER
4.23UBERDetails
Price/Book
7.96
High:PLTR
65.73PLTRLow:O
1.38ODetails
Price/Sales
7.01
High:PLTR
119.94PLTRLow:
BN.US
1.45BN.USDetails
Price/CF
24.05
High:PLTR
258.05PLTRLow:BN.US
11.01BN.USDetails
Price/FCF
57.68
High:PLTR
261.46PLTRLow:UBER
24.03UBERDetails
P/E Ratio
31.39
High:PLTR
425.07PLTRLow:UBER
11.72UBERDetails
PEG Ratio
364.75
High:O
2,996.38OLow:UBER
4.23UBERDetails
Price/Book
7.96
High:PLTR
65.73PLTRLow:O
1.38ODetails
Price/Sales
7.01
High:PLTR
119.94PLTRLow:BN.US
1.45BN.USDetails
Price/CF
24.05
High:PLTR
258.05PLTRLow:BN.US
11.01BN.USDetails
Price/FCF
57.68
High:PLTR
261.46PLTRLow:UBER
24.03UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.54% | Nov 2021 | Jun 2024 | 31 |
-11.15% | Feb 2020 | May 2020 | 3 |
-7.23% | Feb 2025 | Jun 2025 | 4 |
-6.97% | Sep 2021 | Oct 2021 | 1 |
-5.77% | Sep 2020 | Nov 2020 | 2 |
-3.84% | May 2019 | Jun 2019 | 1 |
-2.31% | Oct 2024 | Nov 2024 | 1 |
-1.48% | Aug 2019 | Dec 2019 | 4 |
-1.29% | May 2021 | Jun 2021 | 1 |
-0.78% | Dec 2024 | Jan 2025 | 1 |