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+0.98%
This Month
+12.76%
Year To Date
+73.73%
2 Years
+117.92%
5 Years
+535.19%
10 Years
+12.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.83%
- 🖥️ Technology Services19.56%
- 🚗 Consumer Durables11.59%
- 🏥 Health Services10.62%
- 🛠️ Producer Manufacturing9.97%
- 🛍️ Retail Trade8.42%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.38%
- 🇺🇸 NYSE38.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.69%
- 🇳🇱 Netherlands12.28%
- 🇹🇼 Taiwan9.6%
- 🇨🇳 China8.42%
Dividends
Dividend Yield
0.66%
8 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.37%)
Performance Metrics
Score 7/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
8.49
8.49
-2
0
2
9
9
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
8.49
8.49
-2
0
2
9
9
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.76
High:
PLTR
603.49PLTRLow:
UNH
15.79UNHDetails
PEG Ratio
3,568.27
High:
AAPL
27,104.01AAPLLow:
MU
2.73MUDetails
Price/Book
12.27
High:PLTR
72.64PLTRLow:
BABA
2.75BABADetails
Price/Sales
7.27
High:PLTR
135.27PLTRLow:UNH
0.78UNHDetails
Price/CF
22.05
High:PLTR
202PLTRLow:MU
7.87MUDetails
Price/FCF
45.97
High:PLTR
204.47PLTRLow:UNH
16.23UNHDetails
P/E Ratio
36.76
High:PLTR
603.49PLTRLow:UNH
15.79UNHDetails
PEG Ratio
3,568.27
High:AAPL
27,104.01AAPLLow:MU
2.73MUDetails
Price/Book
12.27
High:PLTR
72.64PLTRLow:BABA
2.75BABADetails
Price/Sales
7.27
High:PLTR
135.27PLTRLow:UNH
0.78UNHDetails
Price/CF
22.05
High:PLTR
202PLTRLow:MU
7.87MUDetails
Price/FCF
45.97
High:PLTR
204.47PLTRLow:UNH
16.23UNHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.31% | Oct 2014 | Sep 2018 | 47 |
-41.53% | Dec 2021 | Nov 2023 | 23 |
-19.72% | Oct 2018 | Nov 2019 | 13 |
-15.89% | Feb 2025 | Sep 2025 | 7 |
-11.7% | Feb 2020 | Apr 2020 | 2 |
-11.17% | Sep 2020 | Dec 2020 | 3 |
-7.72% | Sep 2021 | Oct 2021 | 1 |
-6.48% | Apr 2024 | Jun 2024 | 2 |
-5.55% | Jan 2021 | Apr 2021 | 3 |
-5.05% | Jul 2024 | Nov 2024 | 4 |
-2.73% | Dec 2024 | Jan 2025 | 1 |
-1.73% | May 2021 | Jun 2021 | 1 |