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+1.13%
This Month
+0.38%
Year To Date
+24.48%
2 Years
+77%
5 Years
+110.07%
10 Years
+13.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.88%
- 💻 Electronic Technology18.76%
- 💰 Finance12.53%
- 💵 Cash10.74%
- 🛍️ Retail Trade9.32%
- 📦 Distribution Services5.88%
- 📊 ETFs5.85%
- 🧩 Miscellaneous3.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.52%
- 🇺🇸 NYSE30.66%
- 🇺🇸 Chicago Board Options Exchange5.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.63%
- 🇨🇳 China8.45%
- 🇮🇪 Ireland5.88%
- 🇧🇷 Brazil5.22%
Dividends
Dividend Yield
0.47%
9 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $DOLE (2.43%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 4/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
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
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
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
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.93
High:
PLTR
142.85PLTRLow:
BRK.B
14.7BRK.BDetails
PEG Ratio
119.78
High:
META
401.05METALow:
NVDA
29.49NVDADetails
Price/Book
9.83
High:
AAPL
43.48AAPLLow:
DOLE
0.99DOLEDetails
Price/Sales
9.86
High:PLTR
62.4PLTRLow:DOLE
0.15DOLEDetails
Price/CF
22.67
High:PLTR
138.09PLTRLow:DOLE
7.88DOLEDetails
Price/FCF
46.23
High:
BABA
1,196.17BABALow:
NU
8.56NUDetails
P/E Ratio
27.93
High:PLTR
142.85PLTRLow:BRK.B
14.7BRK.BDetails
PEG Ratio
119.78
High:META
401.05METALow:NVDA
29.49NVDADetails
Price/Book
9.83
High:AAPL
43.48AAPLLow:DOLE
0.99DOLEDetails
Price/Sales
9.86
High:PLTR
62.4PLTRLow:DOLE
0.15DOLEDetails
Price/CF
22.67
High:PLTR
138.09PLTRLow:DOLE
7.88DOLEDetails
Price/FCF
46.23
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 | - | 8 |
-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 |