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+14.28%
This Month
+16.28%
Year To Date
+26.63%
2 Years
+26.63%
5 Years
+26.63%
10 Years
+32.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash24.79%
- 💹 Forex17.91%
- 🌾 Commodities8.36%
- 👥 Copy Trading3.88%
- 🪙 Cryptocurrencies2.32%
- 🖥️ Technology Services1.11%
- 💇♀️ Consumer Services0.39%
Exchanges Breakdown
- Exchange
- Total
- 🌍 FX17.91%
- 🌍 Commodity8.36%
- 🇺🇸 NYSE2.86%
- 🇺🇸 Nasdaq2.5%
- 🌍 Digital Currency2.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.99%
- 🇨🇳 China0.37%
Dividends
Dividend Yield
0.03%
1 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: ValueGurus (0.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ValueGurus | 0.03% | 0.73% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (ValueGurus) | Pay Day | Aug 8, 2025 | $0.76 |
 V (ValueGurus) | Ex-Dividend | Aug 12, 2025 | $0.59 |
 IBKR (ValueGurus) | Ex-Dividend | Aug 29, 2025 | $0.08 |
V (ValueGurus) | Pay Day | Sep 2, 2025 | $0.59 |
 GOOG (ValueGurus) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 ELV (ValueGurus) | Ex-Dividend | Sep 10, 2025 | $1.71 |
IBKR (ValueGurus) | Pay Day | Sep 12, 2025 | $0.08 |
GOOG (ValueGurus) | Pay Day | Sep 15, 2025 | $0.21 |
ELV (ValueGurus) | Pay Day | Sep 25, 2025 | $1.71 |
Performance Metrics
Score 4.5/10
Beta
-0.24
-0.24
-1
0.8
1.2
-1
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
9.91
9.91
-2
0
2
10
10
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
-2.38
-2.38
-3
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
-0.24
-0.24
-1
0.8
1.2
-1
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
9.91
9.91
-2
0
2
10
10
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
-2.38
-2.38
-3
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
546.55
High:
PLTR
692.62PLTRLow:
LRN
20.17LRNDetails
PEG Ratio
508.59
High:PLTR
839.5PLTRLow:LRN
33.3LRNDetails
Price/Book
59.96
High:PLTR
69PLTRLow:LRN
3.96LRNDetails
Price/Sales
94.04
High:PLTR
129.98PLTRLow:LRN
2.78LRNDetails
Price/CF
149.84
High:PLTR
161.45PLTRLow:LRN
20.29LRNDetails
Price/FCF
151.8
High:PLTR
163.42PLTRLow:LRN
20.43LRNDetails
P/E Ratio
546.55
High:PLTR
692.62PLTRLow:LRN
20.17LRNDetails
PEG Ratio
508.59
High:PLTR
839.5PLTRLow:LRN
33.3LRNDetails
Price/Book
59.96
High:PLTR
69PLTRLow:LRN
3.96LRNDetails
Price/Sales
94.04
High:PLTR
129.98PLTRLow:LRN
2.78LRNDetails
Price/CF
149.84
High:PLTR
161.45PLTRLow:LRN
20.29LRNDetails
Price/FCF
151.8
High:PLTR
163.42PLTRLow:LRN
20.43LRNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.94% | May 2025 | - | 3 |
-9.77% | Dec 2024 | Apr 2025 | 4 |
-3.9% | Apr 2024 | Jun 2024 | 2 |
-2.86% | Oct 2024 | Nov 2024 | 1 |