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+1.74%
This Month
+12.44%
Year To Date
+67.64%
2 Years
+117.94%
5 Years
+133.04%
10 Years
+17.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.44%
- 🖥️ Technology Services26.4%
- 💻 Electronic Technology18.79%
- 🪙 Cryptocurrencies11.38%
- 🚗 Consumer Durables3.2%
- 🧬 Health Technology3.14%
- 💼 Commercial Services2.39%
- 🛍️ Retail Trade2.24%
- 📊 ETFs2.1%
- 🛠️ Producer Manufacturing1.9%
- ⛏️ Energy Minerals1.81%
- 🧪 Process Industries1.28%
- 💰 Finance0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.39%
- 🇺🇸 NYSE13.25%
- 🌍 Digital Currency11.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.07%
- 🇳🇱 Netherlands5.26%
- 🇨🇦 Canada2.39%
- 🇮🇱 Israel2%
- 🇧🇷 Brazil1.81%
Dividends
Dividend Yield
0.38%
12 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (9.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 5.8/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
2.95
2.95
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
2.95
2.95
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.17
High:
PLTR
411.79PLTRLow:
CYBR
-101.26CYBRDetails
PEG Ratio
112.2
High:
ARES
943.54ARESLow:
TEM.US
-82.4TEM.USDetails
Price/Book
12.7
High:PLTR
63.68PLTRLow:
PBR.A
0.99PBR.ADetails
Price/Sales
10.57
High:PLTR
116.19PLTRLow:
ADM
0.35ADMDetails
Price/CF
28.17
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
64.8
High:
ORCL
348.36ORCLLow:ADM
7.77ADMDetails
P/E Ratio
39.17
High:PLTR
411.79PLTRLow:CYBR
-101.26CYBRDetails
PEG Ratio
112.2
High:ARES
943.54ARESLow:TEM.US
-82.4TEM.USDetails
Price/Book
12.7
High:PLTR
63.68PLTRLow:PBR.A
0.99PBR.ADetails
Price/Sales
10.57
High:PLTR
116.19PLTRLow:ADM
0.35ADMDetails
Price/CF
28.17
High:PLTR
258.05PLTRLow:PBR.A
2.33PBR.ADetails
Price/FCF
64.8
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 |
-14.35% | Aug 2023 | Jan 2024 | 5 |
-10.74% | Nov 2025 | - | 2 |
-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 |