Loading...
+5.65%
This Month
-4.17%
Year To Date
+27.4%
2 Years
+64.7%
5 Years
+100.55%
10 Years
+12.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.76%
- 💻 Electronic Technology22.23%
- 💰 Finance14.76%
- 🛍️ Retail Trade12.04%
- 📊 ETFs7.14%
- 📦 Distribution Services7.12%
- 🧩 Miscellaneous1.89%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.12%
- 🇺🇸 NYSE34.67%
- 🇺🇸 Chicago Board Options Exchange7.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.78%
- 🇨🇳 China10.91%
- 🇮🇪 Ireland7.12%
- 🇧🇷 Brazil5.98%
Dividends
Dividend Yield
0.56%
9 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $DOLE (2.38%)
Performance Metrics
Score 4/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-2.78
-2.78
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
-2.78
-2.78
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.57
High:
PLTR
142.85PLTRLow:
BRK.B
14.7BRK.BDetails
PEG Ratio
108.64
High:
META
401.05METALow:
NVDA
29.49NVDADetails
Price/Book
10.05
High:
AAPL
45.14AAPLLow:
DOLE
0.99DOLEDetails
Price/Sales
9.92
High:PLTR
62.4PLTRLow:DOLE
0.15DOLEDetails
Price/CF
23.18
High:PLTR
138.09PLTRLow:DOLE
7.88DOLEDetails
Price/FCF
45.8
High:
BABA
1,196.17BABALow:
NU
8.56NUDetails
P/E Ratio
28.57
High:PLTR
142.85PLTRLow:BRK.B
14.7BRK.BDetails
PEG Ratio
108.64
High:META
401.05METALow:NVDA
29.49NVDADetails
Price/Book
10.05
High:AAPL
45.14AAPLLow:DOLE
0.99DOLEDetails
Price/Sales
9.92
High:PLTR
62.4PLTRLow:DOLE
0.15DOLEDetails
Price/CF
23.18
High:PLTR
138.09PLTRLow:DOLE
7.88DOLEDetails
Price/FCF
45.8
High:BABA
1,196.17BABALow:NU
8.56NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.04% | Dec 2021 | Feb 2024 | 26 |
-12.14% | Feb 2026 | - | 6 |
-10.92% | Sep 2020 | Nov 2020 | 2 |
-5.6% | Feb 2025 | May 2025 | 3 |
-5.29% | Sep 2021 | Oct 2021 | 1 |
-5.12% | Feb 2021 | Jun 2021 | 4 |
-3.58% | Mar 2024 | May 2024 | 2 |
-1.54% | Jul 2021 | Aug 2021 | 1 |
-1.15% | Oct 2025 | Jan 2026 | 3 |
-1.03% | Oct 2024 | Nov 2024 | 1 |
-0.75% | Dec 2024 | Jan 2025 | 1 |