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+1.04%
This Month
+36.47%
Year To Date
+89.36%
2 Years
+148.09%
5 Years
+196.21%
10 Years
+16.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.69%
- 💰 Finance29.18%
- 💻 Electronic Technology11.43%
- 🏥 Health Services11.12%
- 🛍️ Retail Trade8.57%
- 🚗 Consumer Durables3.9%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.23%
- 🇺🇸 Nasdaq45.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.89%
Dividends
Dividend Yield
0.77%
11 out of 19 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.58%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.1/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
4.27
4.27
-2
0
2
5
5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
4.27
4.27
-2
0
2
5
5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.75
High:
PLTR
411.79PLTRLow:
NET
-687.12NETDetails
PEG Ratio
218.1
High:
V
1,180.28VLow:
MDB
-672.18MDBDetails
Price/Book
8.77
High:PLTR
63.68PLTRLow:
HCA
-20.97HCADetails
Price/Sales
6.52
High:PLTR
116.19PLTRLow:
UNH
0.71UNHDetails
Price/CF
25.9
High:PLTR
258.05PLTRLow:HCA
7.84HCADetails
Price/FCF
60.98
High:NET
362.6NETLow:
BAC
11.87BACDetails
P/E Ratio
33.75
High:PLTR
411.79PLTRLow:NET
-687.12NETDetails
PEG Ratio
218.1
High:V
1,180.28VLow:MDB
-672.18MDBDetails
Price/Book
8.77
High:PLTR
63.68PLTRLow:HCA
-20.97HCADetails
Price/Sales
6.52
High:PLTR
116.19PLTRLow:UNH
0.71UNHDetails
Price/CF
25.9
High:PLTR
258.05PLTRLow:HCA
7.84HCADetails
Price/FCF
60.98
High:NET
362.6NETLow:BAC
11.87BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.51% | Nov 2021 | Feb 2024 | 27 |
-27.44% | Feb 2020 | Dec 2020 | 10 |
-20.95% | Oct 2018 | Apr 2019 | 6 |
-11.97% | Feb 2025 | Jun 2025 | 4 |
-9.24% | May 2019 | Dec 2019 | 7 |
-2.96% | Dec 2024 | Jan 2025 | 1 |
-2.73% | Nov 2025 | - | 2 |
-2.26% | Sep 2021 | Oct 2021 | 1 |
-1.49% | Apr 2024 | May 2024 | 1 |
-1.28% | Jul 2021 | Aug 2021 | 1 |
-1.17% | May 2021 | Jun 2021 | 1 |