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+0.03%
This Month
+30.4%
Year To Date
+203.87%
2 Years
+418.79%
5 Years
+418.79%
10 Years
+50.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology82.62%
- 🚗 Consumer Durables12.96%
- 🖥️ Technology Services3.57%
- 💵 Cash0.74%
- 🏥 Health Services0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq99.15%
- 🇺🇸 NYSE0.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.84%
- 🇬🇧 United Kingdom3%
Dividends
Dividend Yield
0.02%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.02% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.3/10
Beta
2.03
2.03
0
0.8
1.2
0
3
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
38.96
38.96
-2
0
2
39
39
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
1.26
1.26
0
0.3
0.6
2
2
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Beta
2.03
2.03
0
0.8
1.2
0
3
Sharpe Ratio
1.12
1.12
0
0.5
1
2
2
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
38.96
38.96
-2
0
2
39
39
Omega Ratio
2.58
2.58
0
1
1.5
3
3
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
1.26
1.26
0
0.3
0.6
2
2
Calmar Ratio
1.14
1.14
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.72
High:
PLTR
429.3PLTRLow:
NVDA
43.35NVDADetails
PEG Ratio
106.2
High:
ARM
615.07ARMLow:NVDA
74.06NVDADetails
Price/Book
34.17
High:PLTR
66.38PLTRLow:
HIMS
14.57HIMSDetails
Price/Sales
22.55
High:PLTR
121.14PLTRLow:HIMS
4.19HIMSDetails
Price/CF
56.45
High:PLTR
258.05PLTRLow:HIMS
43.85HIMSDetails
Price/FCF
62.52
High:PLTR
261.46PLTRLow:NVDA
59.73NVDADetails
P/E Ratio
45.72
High:PLTR
429.3PLTRLow:NVDA
43.35NVDADetails
PEG Ratio
106.2
High:ARM
615.07ARMLow:NVDA
74.06NVDADetails
Price/Book
34.17
High:PLTR
66.38PLTRLow:HIMS
14.57HIMSDetails
Price/Sales
22.55
High:PLTR
121.14PLTRLow:HIMS
4.19HIMSDetails
Price/CF
56.45
High:PLTR
258.05PLTRLow:HIMS
43.85HIMSDetails
Price/FCF
62.52
High:PLTR
261.46PLTRLow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.02% | Apr 2022 | May 2023 | 13 |
-20.78% | Dec 2024 | May 2025 | 5 |
-15.55% | Sep 2023 | Dec 2023 | 3 |
-12.27% | Nov 2025 | - | 2 |
-5.03% | Apr 2024 | May 2024 | 1 |
-2.69% | Jul 2024 | Sep 2024 | 2 |
-2.41% | Feb 2022 | Mar 2022 | 1 |
-0.83% | Aug 2025 | Sep 2025 | 1 |