Loading...
-0.91%
This Month
-0.91%
Year To Date
+50.36%
2 Years
+101.11%
5 Years
+118.87%
10 Years
+15.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs31.05%
- 🖥️ Technology Services20.09%
- 💻 Electronic Technology15.2%
- 💵 Cash13.05%
- 🪙 Cryptocurrencies8.06%
- 🚗 Consumer Durables2.96%
- 🛠️ Producer Manufacturing2.66%
- 🧬 Health Technology2.25%
- 🛍️ Retail Trade1.56%
- 💼 Commercial Services1.37%
- ⛏️ Energy Minerals1.23%
- 🧪 Process Industries0.98%
- 💰 Finance0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.65%
- 🇺🇸 NYSE27.96%
- 🌍 Digital Currency8.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.16%
- 🇳🇱 Netherlands4.61%
- 🇮🇱 Israel2.19%
- 🇨🇦 Canada1.37%
- 🇧🇷 Brazil1.23%
Dividends
Dividend Yield
0.29%
12 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (9.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.05
2.05
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.05
2.05
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.89
High:
PLTR
394.13PLTRLow:
CYBR
-96.98CYBRDetails
PEG Ratio
111.76
High:
ARES
949.97ARESLow:
TEM.US
-73.45TEM.USDetails
Price/Book
13.42
High:PLTR
60.95PLTRLow:
PBR.A
0.98PBR.ADetails
Price/Sales
10.86
High:PLTR
111.21PLTRLow:
ADM
0.38ADMDetails
Price/CF
29.42
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
65.06
High:
ORCL
348.36ORCLLow:ADM
7.77ADMDetails
P/E Ratio
39.89
High:PLTR
394.13PLTRLow:CYBR
-96.98CYBRDetails
PEG Ratio
111.76
High:ARES
949.97ARESLow:TEM.US
-73.45TEM.USDetails
Price/Book
13.42
High:PLTR
60.95PLTRLow:PBR.A
0.98PBR.ADetails
Price/Sales
10.86
High:PLTR
111.21PLTRLow:ADM
0.38ADMDetails
Price/CF
29.42
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
65.06
High:ORCL
348.36ORCLLow:ADM
7.77ADMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.53% | Nov 2021 | Jul 2023 | 20 |
-27.61% | Feb 2025 | Sep 2025 | 7 |
-14.71% | Nov 2025 | - | 3 |
-14.35% | Aug 2023 | Jan 2024 | 5 |
-6.12% | Apr 2024 | May 2024 | 1 |
-5.32% | Oct 2020 | Dec 2020 | 2 |
-4.23% | Jul 2024 | Nov 2024 | 4 |
-4.08% | Sep 2021 | Oct 2021 | 1 |
-2.36% | Feb 2021 | Jun 2021 | 4 |
-0.07% | Jul 2021 | Aug 2021 | 1 |