Loading...
-3.75%
This Month
-4.69%
Year To Date
+30.08%
2 Years
+35.71%
5 Years
+35.71%
10 Years
+14.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology35.48%
- 📊 ETFs23.82%
- 🖥️ Technology Services14.64%
- 🪨 Non Energy Minerals7.69%
- 💰 Finance7.09%
- ❓ Other4.5%
- 🛠️ Producer Manufacturing3.91%
- 🪙 Cryptocurrencies1.34%
- 🧩 Miscellaneous1.2%
- 💇♀️ Consumer Services0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.83%
- 🇺🇸 NYSE39.33%
- Regular Trading Hours - RTH4.5%
- 🌍 Digital Currency1.34%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.11%
- 🇹🇼 Taiwan4.2%
- 🇰🇾 Cayman Islands3.98%
- 🇨🇦 Canada3.45%
- 🇬🇧 United Kingdom0.32%
- 🇦🇺 Australia0.08%
Dividends
Dividend Yield
1.02%
12 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABR (13.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
-5.21
-5.21
-6
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
-5.21
-5.21
-6
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
1.35
1.35
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.35
High:
PLTR
242.08PLTRLow:
SNDK
-78.93SNDKDetails
PEG Ratio
67.27
High:
FCX
259.94FCXLow:
IE
-76.87IEDetails
Price/Book
19.28
High:
APP
76.52APPLow:
USAR
-35.55USARDetails
Price/Sales
13.21
High:IE
675.85IELow:USAR
-USARDetails
Price/CF
32.22
High:PLTR
214.31PLTRLow:
ABR
4.16ABRDetails
Price/FCF
52.09
High:
ORCL
348.36ORCLLow:ABR
21.58ABRDetails
P/E Ratio
34.35
High:PLTR
242.08PLTRLow:SNDK
-78.93SNDKDetails
PEG Ratio
67.27
High:FCX
259.94FCXLow:IE
-76.87IEDetails
Price/Book
19.28
High:APP
76.52APPLow:USAR
-35.55USARDetails
Price/Sales
13.21
High:IE
675.85IELow:USAR
-USARDetails
Price/CF
32.22
High:PLTR
214.31PLTRLow:ABR
4.16ABRDetails
Price/FCF
52.09
High:ORCL
348.36ORCLLow:ABR
21.58ABRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.73% | Dec 2024 | Jun 2025 | 6 |
-7.44% | Nov 2025 | - | 5 |
-4.78% | Apr 2024 | May 2024 | 1 |
-1.41% | Jul 2024 | Aug 2024 | 1 |
-0.42% | Oct 2024 | Nov 2024 | 1 |