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0%
This Month
+21.81%
Year To Date
+99.29%
2 Years
+297.59%
5 Years
+297.59%
10 Years
+41.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.87%
- 🖥️ Technology Services31.24%
- 💻 Electronic Technology22.86%
- 🛍️ Retail Trade6.58%
- 🚗 Consumer Durables2.71%
- 🚚 Transportation1.72%
- 🪙 Cryptocurrencies0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.22%
- 🇺🇸 NYSE8.88%
- 🌍 Digital Currency0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.1%
Dividends
Dividend Yield
0.32%
10 out of 19 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $UPS (7.49%)
Performance Metrics
Score 9.2/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.6
3.6
0
1
2
4
4
Jensen's Alpha
26.45
26.45
-2
0
2
27
27
Omega Ratio
4.75
4.75
0
1
1.5
5
5
Treynor Ratio
2.85
2.85
0
0.75
1.25
3
3
Information Ratio
1.74
1.74
0
0.3
0.6
2
2
Calmar Ratio
4.55
4.55
0
0.3
0.6
5
5
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
1.59
1.59
0
0.5
1
2
2
Sortino Ratio
3.6
3.6
0
1
2
4
4
Jensen's Alpha
26.45
26.45
-2
0
2
27
27
Omega Ratio
4.75
4.75
0
1
1.5
5
5
Treynor Ratio
2.85
2.85
0
0.75
1.25
3
3
Information Ratio
1.74
1.74
0
0.3
0.6
2
2
Calmar Ratio
4.55
4.55
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.54
High:
PLTR
520.8PLTRLow:
CRWD
-354.09CRWDDetails
PEG Ratio
1,210.41
High:
AAPL
23,990.48AAPLLow:
AMZN
62.27AMZNDetails
Price/Book
14.71
High:PLTR
62.69PLTRLow:
BA
-53.72BADetails
Price/Sales
10.63
High:PLTR
116.73PLTRLow:
TGT
0.41TGTDetails
Price/CF
29.53
High:PLTR
202PLTRLow:TGT
7.12TGTDetails
Price/FCF
58.41
High:
ORCL
348.36ORCLLow:AAPL
37.19AAPLDetails
P/E Ratio
38.54
High:PLTR
520.8PLTRLow:CRWD
-354.09CRWDDetails
PEG Ratio
1,210.41
High:AAPL
23,990.48AAPLLow:AMZN
62.27AMZNDetails
Price/Book
14.71
High:PLTR
62.69PLTRLow:BA
-53.72BADetails
Price/Sales
10.63
High:PLTR
116.73PLTRLow:TGT
0.41TGTDetails
Price/CF
29.53
High:PLTR
202PLTRLow:TGT
7.12TGTDetails
Price/FCF
58.41
High:ORCL
348.36ORCLLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.43% | Feb 2025 | May 2025 | 3 |
-7.13% | Apr 2022 | Jul 2022 | 3 |
-6.83% | Dec 2022 | Jan 2023 | 1 |
-6.35% | Sep 2023 | Dec 2023 | 3 |
-6.1% | Sep 2022 | Oct 2022 | 1 |
-4.38% | Sep 2021 | Oct 2021 | 1 |
-3.99% | Apr 2024 | May 2024 | 1 |
-3.73% | Jul 2024 | Oct 2024 | 3 |
-2.25% | Feb 2023 | Mar 2023 | 1 |
-2.18% | Dec 2024 | Jan 2025 | 1 |
-1.37% | Nov 2021 | Jan 2022 | 2 |
-0.2% | Jul 2021 | Aug 2021 | 1 |