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+0.75%
This Month
+31.98%
Year To Date
+64.63%
2 Years
+82.66%
5 Years
+82.66%
10 Years
+30.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs59.26%
- 💻 Electronic Technology21.95%
- 🖥️ Technology Services9.45%
- 🪙 Cryptocurrencies4.77%
- 💰 Finance2.44%
- 🏭 Industrial Services0.92%
- 🛍️ Retail Trade0.67%
- 🧬 Health Technology0.56%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.84%
- 🇺🇸 Nasdaq30.39%
- 🌍 Digital Currency4.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.26%
- 🇹🇼 Taiwan2.72%
Dividends
Dividend Yield
0.07%
4 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JPM (1.82%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.8/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.71
2.71
0
1
2
3
3
Jensen's Alpha
5.7
5.7
-2
0
2
6
6
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
2.61
2.61
0
0.3
0.6
3
3
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
2.71
2.71
0
1
2
3
3
Jensen's Alpha
5.7
5.7
-2
0
2
6
6
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.7
0.7
0
0.3
0.6
1
1
Calmar Ratio
2.61
2.61
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.07
High:
PLTR
429.3PLTRLow:
EYE
-858.04EYEDetails
PEG Ratio
176.73
High:PLTR
369.03PLTRLow:EYE
-1,008.93EYEDetails
Price/Book
14.67
High:PLTR
66.38PLTRLow:
JPM
2.55JPMDetails
Price/Sales
15.38
High:
JOBY
553.86JOBYLow:EYE
1.22EYEDetails
Price/CF
42.12
High:PLTR
258.05PLTRLow:
EXEL
14.12EXELDetails
Price/FCF
65.5
High:PLTR
261.46PLTRLow:EXEL
14.32EXELDetails
P/E Ratio
42.07
High:PLTR
429.3PLTRLow:EYE
-858.04EYEDetails
PEG Ratio
176.73
High:PLTR
369.03PLTRLow:EYE
-1,008.93EYEDetails
Price/Book
14.67
High:PLTR
66.38PLTRLow:JPM
2.55JPMDetails
Price/Sales
15.38
High:JOBY
553.86JOBYLow:EYE
1.22EYEDetails
Price/CF
42.12
High:PLTR
258.05PLTRLow:EXEL
14.12EXELDetails
Price/FCF
65.5
High:PLTR
261.46PLTRLow:EXEL
14.32EXELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.58% | Feb 2025 | May 2025 | 3 |
-6.61% | Nov 2025 | - | 2 |
-4.03% | Apr 2024 | Jun 2024 | 2 |
-2.72% | Aug 2025 | Sep 2025 | 1 |
-1.82% | Oct 2023 | Nov 2023 | 1 |
-1.8% | Dec 2024 | Jan 2025 | 1 |
-1.04% | Oct 2024 | Nov 2024 | 1 |
-0.66% | Aug 2024 | Sep 2024 | 1 |