Loading...
+2.02%
This Month
+15.43%
Year To Date
+15.43%
2 Years
+15.43%
5 Years
+15.43%
10 Years
+15.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.33%
- 🖥️ Technology Services8.77%
- 💰 Finance7.06%
- 🧩 Miscellaneous6.48%
- 🏭 Industrial Services4.75%
- 🏥 Health Services4.29%
- 🪙 Cryptocurrencies3.18%
- 🚗 Consumer Durables3.04%
- 💇♀️ Consumer Services2.56%
- 💵 Cash1.56%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs64.82%
- 🇺🇸 NYSE21.71%
- 🇺🇸 Nasdaq8.77%
- 🌍 Digital Currency3.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.69%
- 🇨🇦 Canada4.75%
- 🇮🇹 Italy3.04%
Dividends
Dividend Yield
0.32%
7 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 9.2/10
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
1.94
1.94
0
0.5
1
2
2
Sortino Ratio
7.76
7.76
0
1
2
8
8
Jensen's Alpha
65.22
65.22
-2
0
2
66
66
Omega Ratio
2.46
2.46
0
1
1.5
3
3
Treynor Ratio
19.05
19.05
0
0.75
1.25
20
20
Information Ratio
1.15
1.15
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.24
0.24
0
0.8
1.2
0
2
Sharpe Ratio
1.94
1.94
0
0.5
1
2
2
Sortino Ratio
7.76
7.76
0
1
2
8
8
Jensen's Alpha
65.22
65.22
-2
0
2
66
66
Omega Ratio
2.46
2.46
0
1
1.5
3
3
Treynor Ratio
19.05
19.05
0
0.75
1.25
20
20
Information Ratio
1.15
1.15
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
26.15
High:
PLTR
142.85PLTRLow:
MCD
22.64MCDDetails
PEG Ratio
157.17
High:
RACE
359.36RACELow:PLTR
50.33PLTRDetails
Price/Book
8.12
High:
MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
5.55
High:PLTR
62.4PLTRLow:
UNH
0.86UNHDetails
Price/CF
17.68
High:PLTR
138.09PLTRLow:UNH
10.64UNHDetails
Price/FCF
47.31
High:PLTR
139.89PLTRLow:UNH
21.12UNHDetails
P/E Ratio
26.15
High:PLTR
142.85PLTRLow:MCD
22.64MCDDetails
PEG Ratio
157.17
High:RACE
359.36RACELow:PLTR
50.33PLTRDetails
Price/Book
8.12
High:MA
69.54MALow:MCD
-151.69MCDDetails
Price/Sales
5.55
High:PLTR
62.4PLTRLow:UNH
0.86UNHDetails
Price/CF
17.68
High:PLTR
138.09PLTRLow:UNH
10.64UNHDetails
Price/FCF
47.31
High:PLTR
139.89PLTRLow:UNH
21.12UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.24% | Mar 2026 | Apr 2026 | 1 |
-2.75% | Jun 2026 | - | 2 |