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+0.4%
This Month
+0.4%
Year To Date
+106.01%
2 Years
+125.57%
5 Years
+125.57%
10 Years
+20.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.69%
- 🖥️ Technology Services24.04%
- 🛍️ Retail Trade11.66%
- 🚗 Consumer Durables10.24%
- 💻 Electronic Technology9.54%
- 💰 Finance7.84%
- 🧬 Health Technology7.11%
- 💇♀️ Consumer Services2.41%
- 🪙 Cryptocurrencies1.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.38%
- 🇺🇸 NYSE15.46%
- 🌍 Digital Currency1.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.76%
- 🇺🇾 Uruguay8.26%
- 🇰🇾 Cayman Islands6.31%
- 🇨🇳 China3.4%
- 🇩🇪 Germany2.34%
- 🇨🇭 Switzerland1.77%
Dividends
Dividend Yield
0.14%
5 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
8.47
8.47
-2
0
2
9
9
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
8.47
8.47
-2
0
2
9
9
Omega Ratio
1.63
1.63
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.87
0.87
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
41.06
High:
PLTR
394.13PLTRLow:
RKLB
-229.97RKLBDetails
PEG Ratio
122.45
High:
META
433.38METALow:
SIBN
-75.45SIBNDetails
Price/Book
10.05
High:PLTR
60.95PLTRLow:
SBUX
-13.15SBUXDetails
Price/Sales
10.33
High:
CRSP
125.3CRSPLow:
BABA
2.77BABADetails
Price/CF
25.78
High:PLTR
258.05PLTRLow:
NU
8.21NUDetails
Price/FCF
58.1
High:SBUX
1,256.06SBUXLow:NU
8.22NUDetails
P/E Ratio
41.06
High:PLTR
394.13PLTRLow:RKLB
-229.97RKLBDetails
PEG Ratio
122.45
High:META
433.38METALow:SIBN
-75.45SIBNDetails
Price/Book
10.05
High:PLTR
60.95PLTRLow:SBUX
-13.15SBUXDetails
Price/Sales
10.33
High:CRSP
125.3CRSPLow:BABA
2.77BABADetails
Price/CF
25.78
High:PLTR
258.05PLTRLow:NU
8.21NUDetails
Price/FCF
58.1
High:SBUX
1,256.06SBUXLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.68% | Jan 2022 | Jul 2023 | 18 |
-17.73% | Aug 2023 | Feb 2024 | 6 |
-10.6% | Feb 2025 | May 2025 | 3 |
-4.29% | Sep 2021 | Dec 2021 | 3 |
-4.24% | Nov 2025 | - | 3 |
-2.6% | Dec 2024 | Jan 2025 | 1 |
-2.51% | Apr 2024 | May 2024 | 1 |
-2.05% | Oct 2024 | Nov 2024 | 1 |