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+4.89%
This Month
+25.12%
Year To Date
+33.82%
2 Years
+33.82%
5 Years
+33.82%
10 Years
+33.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.59%
- 🧬 Health Technology23.28%
- 🪙 Cryptocurrencies8.84%
- ❓ Other7.12%
- 🧩 Miscellaneous6.3%
- 📊 ETFs6.01%
- 💰 Finance5.52%
- 💵 Cash5.15%
- 💻 Electronic Technology1.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq66.24%
- 🇺🇸 NYSE12.32%
- 🌍 Digital Currency8.84%
- 🇦🇪 Dubai Financial Market7.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.24%
Dividends
Dividend Yield
0.15%
4 out of 13 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $SPY (0.98%)
Performance Metrics
Score 8.5/10
Beta
-0.03
-0.03
-1
0.8
1.2
-1
2
Sharpe Ratio
2.05
2.05
0
0.5
1
3
3
Sortino Ratio
3.96
3.96
0
1
2
4
4
Jensen's Alpha
30.14
30.14
-2
0
2
31
31
Omega Ratio
3.07
3.07
0
1
1.5
4
4
Treynor Ratio
-85.02
-85.02
-86
0.75
1.25
2
2
Information Ratio
1.54
1.54
0
0.3
0.6
2
2
Calmar Ratio
5.82
5.82
0
0.3
0.6
6
6
Beta
-0.03
-0.03
-1
0.8
1.2
-1
2
Sharpe Ratio
2.05
2.05
0
0.5
1
3
3
Sortino Ratio
3.96
3.96
0
1
2
4
4
Jensen's Alpha
30.14
30.14
-2
0
2
31
31
Omega Ratio
3.07
3.07
0
1
1.5
4
4
Treynor Ratio
-85.02
-85.02
-86
0.75
1.25
2
2
Information Ratio
1.54
1.54
0
0.3
0.6
2
2
Calmar Ratio
5.82
5.82
0
0.3
0.6
6
6
Portfolio Valuation
Based on current positions
P/E Ratio
27.44
High:
PLTR
153.9PLTRLow:
CAR
-8.76CARDetails
PEG Ratio
92.57
High:
META
366.93METALow:CAR
-12.53CARDetails
Price/Book
9.01
High:PLTR
38.75PLTRLow:CAR
-1.71CARDetails
Price/Sales
10.3
High:PLTR
67.22PLTRLow:CAR
0.5CARDetails
Price/CF
18.2
High:PLTR
138.09PLTRLow:CAR
1.65CARDetails
Price/FCF
46.95
High:PLTR
139.89PLTRLow:CAR
9.98CARDetails
P/E Ratio
27.44
High:PLTR
153.9PLTRLow:CAR
-8.76CARDetails
PEG Ratio
92.57
High:META
366.93METALow:CAR
-12.53CARDetails
Price/Book
9.01
High:PLTR
38.75PLTRLow:CAR
-1.71CARDetails
Price/Sales
10.3
High:PLTR
67.22PLTRLow:CAR
0.5CARDetails
Price/CF
18.2
High:PLTR
138.09PLTRLow:CAR
1.65CARDetails
Price/FCF
46.95
High:PLTR
139.89PLTRLow:CAR
9.98CARDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.83% | Nov 2025 | Jan 2026 | 2 |