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+0.73%
This Month
+21.46%
Year To Date
+81.82%
2 Years
+116.59%
5 Years
+342.55%
10 Years
+19.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.55%
- 📊 ETFs24.28%
- 👥 Copy Trading18.13%
- 💻 Electronic Technology16.28%
- 💰 Finance6.95%
- 🪙 Cryptocurrencies5.02%
- 🧬 Health Technology2.06%
- 🧪 Process Industries0.46%
- 🚗 Consumer Durables0.26%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.34%
- 🇺🇸 NYSE24.07%
- 🌍 Digital Currency7.2%
- 🇨🇭 SIX2.19%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇩🇪 FRA0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.78%
- 🇨🇭 Switzerland2.19%
- 🇱🇺 Luxembourg1.83%
- 🇩🇪 Germany0.44%
- 🇨🇳 China0.25%
Dividends
Dividend Yield
0.17%
10 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.3/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
8.15
8.15
-2
0
2
9
9
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
8.15
8.15
-2
0
2
9
9
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.05
High:
PLTR
416.09PLTRLow:
UBSG.ZU
16.08UBSG.ZUDetails
PEG Ratio
179.19
High:
URI
1,438.06URILow:UBSG.ZU
11.26UBSG.ZUDetails
Price/Book
12.29
High:PLTR
64.34PLTRLow:UBSG.ZU
1.37UBSG.ZUDetails
Price/Sales
12.07
High:PLTR
117.41PLTRLow:
PATK
0.97PATKDetails
Price/CF
30.54
High:PLTR
258.05PLTRLow:PATK
12.07PATKDetails
Price/FCF
54.42
High:
ORCL
348.36ORCLLow:
UFPT
17.76UFPTDetails
P/E Ratio
36.05
High:PLTR
416.09PLTRLow:UBSG.ZU
16.08UBSG.ZUDetails
PEG Ratio
179.19
High:URI
1,438.06URILow:UBSG.ZU
11.26UBSG.ZUDetails
Price/Book
12.29
High:PLTR
64.34PLTRLow:UBSG.ZU
1.37UBSG.ZUDetails
Price/Sales
12.07
High:PLTR
117.41PLTRLow:PATK
0.97PATKDetails
Price/CF
30.54
High:PLTR
258.05PLTRLow:PATK
12.07PATKDetails
Price/FCF
54.42
High:ORCL
348.36ORCLLow:UFPT
17.76UFPTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.14% | Jan 2018 | Dec 2020 | 35 |
-38.41% | Jan 2022 | Feb 2024 | 25 |
-11.59% | Dec 2024 | May 2025 | 5 |
-6.67% | Sep 2021 | Oct 2021 | 1 |
-5.53% | Apr 2024 | May 2024 | 1 |
-5.08% | Nov 2025 | - | 2 |
-3.43% | May 2021 | Jun 2021 | 1 |
-0.85% | Jul 2024 | Aug 2024 | 1 |
-0.75% | Feb 2021 | Apr 2021 | 2 |