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+2.77%
This Month
-6.1%
Year To Date
+66.93%
2 Years
+72.32%
5 Years
+72.32%
10 Years
+24.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology33.88%
- 🖥️ Technology Services27.52%
- 🧩 Miscellaneous14.3%
- 🍞 Consumer Non Durables5.87%
- 🪨 Non Energy Minerals4.63%
- 🪙 Cryptocurrencies3.88%
- 📊 ETFs3.5%
- 🛠️ Producer Manufacturing2.5%
- 🛍️ Retail Trade1.95%
- 🏭 Industrial Services1.93%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.52%
- 🇺🇸 NYSE38.97%
- 🇬🇧 LSE8.59%
- 🌍 Digital Currency3.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.99%
- 🇬🇧 United Kingdom8.59%
- 🇱🇺 Luxembourg5.83%
- 🇮🇱 Israel0.45%
- 🇸🇬 Singapore0.41%
Dividends
Dividend Yield
0.52%
7 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OKE (4.7%)
Performance Metrics
Score 7.2/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.14
2.14
0
1
2
3
3
Jensen's Alpha
5.23
5.23
-2
0
2
6
6
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
1.86
1.86
0
0.3
0.6
2
2
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
1.13
1.13
0
0.5
1
2
2
Sortino Ratio
2.14
2.14
0
1
2
3
3
Jensen's Alpha
5.23
5.23
-2
0
2
6
6
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
2.03
2.03
0
0.75
1.25
3
3
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
1.86
1.86
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.27
High:
PLTR
234.61PLTRLow:
INTC
-615.14INTCDetails
PEG Ratio
-220.88
High:
OKE
366.5OKELow:
RKLB
-9,210.92RKLBDetails
Price/Book
9.46
High:PLTR
48.06PLTRLow:
GNS.US
0.6GNS.USDetails
Price/Sales
9.27
High:
SMR
102.69SMRLow:
OKLO
-OKLODetails
Price/CF
29.8
High:PLTR
214.31PLTRLow:OKE
8.29OKEDetails
Price/FCF
67.67
High:
AMZN
325.85AMZNLow:
ETOR
12.81ETORDetails
P/E Ratio
35.27
High:PLTR
234.61PLTRLow:INTC
-615.14INTCDetails
PEG Ratio
-220.88
High:OKE
366.5OKELow:RKLB
-9,210.92RKLBDetails
Price/Book
9.46
High:PLTR
48.06PLTRLow:GNS.US
0.6GNS.USDetails
Price/Sales
9.27
High:SMR
102.69SMRLow:OKLO
-OKLODetails
Price/CF
29.8
High:PLTR
214.31PLTRLow:OKE
8.29OKEDetails
Price/FCF
67.67
High:AMZN
325.85AMZNLow:ETOR
12.81ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.67% | Nov 2025 | - | 6 |
-7.51% | Feb 2025 | Apr 2025 | 2 |
-5.53% | Dec 2024 | Jan 2025 | 1 |
-2.72% | Apr 2024 | May 2024 | 1 |
-1.1% | Dec 2023 | Feb 2024 | 2 |
-0.18% | Jul 2024 | Aug 2024 | 1 |