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+1.97%
This Month
+45.26%
Year To Date
+100.57%
2 Years
+102.18%
5 Years
+190.06%
10 Years
+15.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.42%
- 💵 Cash27.31%
- 💰 Finance14.25%
- 🛍️ Retail Trade13.77%
- 🚗 Consumer Durables7.39%
- 🧬 Health Technology4.18%
- 🪙 Cryptocurrencies3.78%
- 📊 ETFs1.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.93%
- 🇭🇰 Hong Kong Exchanges11.81%
- 🇺🇸 NYSE11.04%
- 🌍 Digital Currency3.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.25%
- 🇨🇳 China11.81%
- 🇩🇰 Denmark1.95%
Dividends
Dividend Yield
0.39%
4 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $2318.HK (4.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
5.27
5.27
-2
0
2
6
6
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
5.27
5.27
-2
0
2
6
6
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.63
High:
PLTR
425.07PLTRLow:
TEM.US
-64.77TEM.USDetails
PEG Ratio
115.59
High:PLTR
365.39PLTRLow:
LMND
-152.34LMNDDetails
Price/Book
9.17
High:PLTR
65.73PLTRLow:
MSTR
0.98MSTRDetails
Price/Sales
8.04
High:PLTR
119.94PLTRLow:
2318.HK
0.852318.HKDetails
Price/CF
20.32
High:MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
47.21
High:MSTR
1,187.5MSTRLow:2318.HK
1.382318.HKDetails
P/E Ratio
35.63
High:PLTR
425.07PLTRLow:TEM.US
-64.77TEM.USDetails
PEG Ratio
115.59
High:PLTR
365.39PLTRLow:LMND
-152.34LMNDDetails
Price/Book
9.17
High:PLTR
65.73PLTRLow:MSTR
0.98MSTRDetails
Price/Sales
8.04
High:PLTR
119.94PLTRLow:2318.HK
0.852318.HKDetails
Price/CF
20.32
High:MSTR
7,511.07MSTRLow:2318.HK
1.242318.HKDetails
Price/FCF
47.21
High:MSTR
1,187.5MSTRLow:2318.HK
1.382318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.5% | Jul 2021 | Jun 2024 | 35 |
-14.48% | Sep 2018 | Apr 2019 | 7 |
-7.05% | May 2019 | Nov 2019 | 6 |
-6.23% | Sep 2020 | Nov 2020 | 2 |
-5.26% | Feb 2025 | Apr 2025 | 2 |
-1.35% | Nov 2025 | Dec 2025 | 1 |
-1.17% | Jan 2020 | Feb 2020 | 1 |
-0.86% | May 2021 | Jun 2021 | 1 |
-0.79% | Feb 2021 | Apr 2021 | 2 |
-0.61% | Oct 2024 | Nov 2024 | 1 |
-0.5% | Mar 2020 | Apr 2020 | 1 |