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+0.51%
This Month
+29.99%
Year To Date
+89.51%
2 Years
+100.11%
5 Years
+195%
10 Years
+22.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.22%
- 💵 Cash25.58%
- 📊 ETFs20.56%
- 🖥️ Technology Services14.11%
- 🚗 Consumer Durables8.04%
- 🛍️ Retail Trade6.21%
- 🍞 Consumer Non Durables4.42%
- 💇♀️ Consumer Services3.98%
- 💰 Finance1.7%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.15%
- 🇺🇸 NYSE36.87%
- 🇫🇷 Euronext Paris5.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.25%
- 🇨🇳 China6.21%
- 🇳🇱 Netherlands5.23%
Dividends
Dividend Yield
0.41%
9 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SPG (4.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KWEB | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 7.3/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
6.21
6.21
-2
0
2
7
7
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.64
1.64
0
1
2
3
3
Jensen's Alpha
6.21
6.21
-2
0
2
7
7
Omega Ratio
1.54
1.54
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.37
High:
PLTR
428.55PLTRLow:
DIS
16.12DISDetails
PEG Ratio
153.34
High:
META
464.56METALow:DIS
10.58DISDetails
Price/Book
21.73
High:PLTR
66.27PLTRLow:DIS
1.8DISDetails
Price/Sales
11.27
High:PLTR
120.93PLTRLow:DIS
2.12DISDetails
Price/CF
38.34
High:PLTR
258.05PLTRLow:DIS
11.32DISDetails
Price/FCF
56.01
High:
KO
272.99KOLow:
ADBE
15.76ADBEDetails
P/E Ratio
41.37
High:PLTR
428.55PLTRLow:DIS
16.12DISDetails
PEG Ratio
153.34
High:META
464.56METALow:DIS
10.58DISDetails
Price/Book
21.73
High:PLTR
66.27PLTRLow:DIS
1.8DISDetails
Price/Sales
11.27
High:PLTR
120.93PLTRLow:DIS
2.12DISDetails
Price/CF
38.34
High:PLTR
258.05PLTRLow:DIS
11.32DISDetails
Price/FCF
56.01
High:KO
272.99KOLow:ADBE
15.76ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.42% | Sep 2021 | Feb 2024 | 29 |
-7.97% | Mar 2020 | Apr 2020 | 1 |
-6.06% | Sep 2020 | Nov 2020 | 2 |
-6.03% | Mar 2025 | May 2025 | 2 |
-4.24% | Apr 2024 | Jun 2024 | 2 |
-3.47% | Nov 2025 | - | 2 |
-2.04% | Feb 2021 | Apr 2021 | 2 |
-1.21% | May 2021 | Jun 2021 | 1 |
-0.17% | Jul 2021 | Aug 2021 | 1 |