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-7.55%
This Month
+6.99%
Year To Date
+52.44%
2 Years
+170%
5 Years
+170%
10 Years
+30.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.68%
- 🪙 Cryptocurrencies27.99%
- 🧩 Miscellaneous15.32%
- 💰 Finance12.51%
- 💻 Electronic Technology8.65%
- 🛍️ Retail Trade3.03%
- ❓ Other2.25%
- 💵 Cash1.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.39%
- 🇺🇸 Nasdaq30.06%
- 🌍 Digital Currency27.99%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.1%
- 🇧🇷 Brazil3.14%
- 🇮🇱 Israel2.95%
Dividends
Dividend Yield
0.47%
8 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BX (4.32%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA | Pay Day | Jun 26, 2026 | $0.25 |
Performance Metrics
Score 7.3/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
11.9
11.9
-2
0
2
12
12
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
11.9
11.9
-2
0
2
12
12
Omega Ratio
1.93
1.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.83
High:
PLTR
159.64PLTRLow:
CRCL
-144.45CRCLDetails
PEG Ratio
84.85
High:
BX
169.71BXLow:
IBM
28.3IBMDetails
Price/Book
12.06
High:PLTR
40.2PLTRLow:
ETOR
2.39ETORDetails
Price/Sales
10.48
High:PLTR
69.73PLTRLow:
NU
3.7NUDetails
Price/CF
24.03
High:PLTR
138.09PLTRLow:NU
8.55NUDetails
Price/FCF
65.08
High:
ORCL
348.36ORCLLow:NU
8.56NUDetails
P/E Ratio
32.83
High:PLTR
159.64PLTRLow:CRCL
-144.45CRCLDetails
PEG Ratio
84.85
High:BX
169.71BXLow:IBM
28.3IBMDetails
Price/Book
12.06
High:PLTR
40.2PLTRLow:ETOR
2.39ETORDetails
Price/Sales
10.48
High:PLTR
69.73PLTRLow:NU
3.7NUDetails
Price/CF
24.03
High:PLTR
138.09PLTRLow:NU
8.55NUDetails
Price/FCF
65.08
High:ORCL
348.36ORCLLow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.83% | Apr 2022 | Jul 2023 | 15 |
-13.09% | Feb 2025 | May 2025 | 3 |
-12.15% | Aug 2023 | Dec 2023 | 4 |
-10.38% | Nov 2025 | Apr 2026 | 5 |
-7.9% | Apr 2024 | Jun 2024 | 2 |
-7.55% | Jun 2026 | - | 1 |
-3.42% | Jul 2024 | Sep 2024 | 2 |
-1.51% | Dec 2024 | Jan 2025 | 1 |
-1.26% | Oct 2024 | Nov 2024 | 1 |