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+0.65%
This Month
+38.51%
Year To Date
+101.04%
2 Years
+524.98%
5 Years
+639.36%
10 Years
+46.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs40.55%
- 💵 Cash31.57%
- 💰 Finance12.1%
- 💻 Electronic Technology8.32%
- 🖥️ Technology Services7.89%
- 🛍️ Retail Trade1.41%
- 🍞 Consumer Non Durables1.13%
- 💇♀️ Consumer Services0.94%
- 🚗 Consumer Durables0.93%
Exchanges Breakdown
- Exchange
- Total
- Regular Trading Hours - RTH34.87%
- 🇺🇸 Nasdaq28.63%
- 🇺🇸 NYSE8.62%
- 🇫🇷 Euronext Paris0.62%
- 🇨🇭 SIX0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.07%
- 🇬🇧 United Kingdom1.05%
- 🇯🇵 Japan0.93%
- 🇫🇷 France0.62%
- 🇳🇱 Netherlands0.53%
- 🇨🇭 Switzerland0.51%
Dividends
Dividend Yield
0.11%
10 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NESN.ZU (3.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.9/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.89
2.89
0
1
2
3
3
Jensen's Alpha
26.7
26.7
-2
0
2
27
27
Omega Ratio
2.72
2.72
0
1
1.5
3
3
Treynor Ratio
2.59
2.59
0
0.75
1.25
3
3
Information Ratio
1.01
1.01
0
0.3
0.6
2
2
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
1.19
1.19
0
0.5
1
2
2
Sortino Ratio
2.89
2.89
0
1
2
3
3
Jensen's Alpha
26.7
26.7
-2
0
2
27
27
Omega Ratio
2.72
2.72
0
1
1.5
3
3
Treynor Ratio
2.59
2.59
0
0.75
1.25
3
3
Information Ratio
1.01
1.01
0
0.3
0.6
2
2
Calmar Ratio
1.37
1.37
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.91
High:
INTC
3,906.6INTCLow:
BA
-14.75BADetails
PEG Ratio
329.75
High:INTC
3,891.92INTCLow:
HOOD
17.38HOODDetails
Price/Book
12.96
High:
PLTR
65.73PLTRLow:
MCD
-102.46MCDDetails
Price/Sales
9.42
High:PLTR
119.94PLTRLow:
TM
0.77TMDetails
Price/CF
27.69
High:PLTR
258.05PLTRLow:TM
7.6TMDetails
Price/FCF
56.32
High:PLTR
261.46PLTRLow:TM
8.98TMDetails
P/E Ratio
36.91
High:INTC
3,906.6INTCLow:BA
-14.75BADetails
PEG Ratio
329.75
High:INTC
3,891.92INTCLow:HOOD
17.38HOODDetails
Price/Book
12.96
High:PLTR
65.73PLTRLow:MCD
-102.46MCDDetails
Price/Sales
9.42
High:PLTR
119.94PLTRLow:TM
0.77TMDetails
Price/CF
27.69
High:PLTR
258.05PLTRLow:TM
7.6TMDetails
Price/FCF
56.32
High:PLTR
261.46PLTRLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.11% | Dec 2021 | May 2023 | 17 |
-12.85% | Aug 2023 | Jan 2024 | 5 |
-11.75% | Feb 2025 | May 2025 | 3 |
-8.36% | Sep 2020 | Nov 2020 | 2 |
-5.66% | Apr 2024 | May 2024 | 1 |
-4.68% | Sep 2021 | Oct 2021 | 1 |
-4.04% | Mar 2021 | Apr 2021 | 1 |
-2.81% | Jul 2024 | Sep 2024 | 2 |
-1.27% | Jul 2021 | Aug 2021 | 1 |
-0.84% | Oct 2024 | Nov 2024 | 1 |