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+0.09%
This Month
-6.03%
Year To Date
+37.3%
2 Years
+102.05%
5 Years
+315%
10 Years
+18.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.59%
- 🖥️ Technology Services22.28%
- 💻 Electronic Technology18.06%
- 👥 Copy Trading17.73%
- 💰 Finance7.34%
- 🪙 Cryptocurrencies3.74%
- 🧬 Health Technology1.93%
- 🚗 Consumer Durables0.33%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq68.28%
- 🇺🇸 NYSE23.71%
- 🌍 Digital Currency5.39%
- 🇨🇭 SIX2.43%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇩🇪 FRA0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.7%
- 🇨🇭 Switzerland2.43%
- 🇹🇼 Taiwan1.13%
- 🇩🇪 Germany0.45%
- 🇨🇳 China0.23%
- 🇱🇺 Luxembourg0.06%
Dividends
Dividend Yield
0.2%
10 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $UBSG.ZU (2.65%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
7.67
7.67
-2
0
2
8
8
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
7.67
7.67
-2
0
2
8
8
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
1.42
1.42
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.5
High:
PLTR
212.06PLTRLow:
BRK.B
15.8BRK.BDetails
PEG Ratio
94.59
High:
ISRG
286.43ISRGLow:
UBSG.ZU
11.5UBSG.ZUDetails
Price/Book
11.67
High:
AAPL
45.72AAPLLow:UBSG.ZU
1.4UBSG.ZUDetails
Price/Sales
11.76
High:PLTR
77.16PLTRLow:
PATK
1.14PATKDetails
Price/CF
31.08
High:PLTR
214.31PLTRLow:
URI
9.92URIDetails
Price/FCF
56.66
High:URI
259.96URILow:PATK
19.96PATKDetails
P/E Ratio
34.5
High:PLTR
212.06PLTRLow:BRK.B
15.8BRK.BDetails
PEG Ratio
94.59
High:ISRG
286.43ISRGLow:UBSG.ZU
11.5UBSG.ZUDetails
Price/Book
11.67
High:AAPL
45.72AAPLLow:UBSG.ZU
1.4UBSG.ZUDetails
Price/Sales
11.76
High:PLTR
77.16PLTRLow:PATK
1.14PATKDetails
Price/CF
31.08
High:PLTR
214.31PLTRLow:URI
9.92URIDetails
Price/FCF
56.66
High:URI
259.96URILow:PATK
19.96PATKDetails
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 |
-10.42% | Nov 2025 | - | 5 |
-6.67% | Sep 2021 | Oct 2021 | 1 |
-5.53% | Apr 2024 | May 2024 | 1 |
-3.43% | May 2021 | Jun 2021 | 1 |
-0.85% | Jul 2024 | Aug 2024 | 1 |
-0.75% | Feb 2021 | Apr 2021 | 2 |