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+1.94%
Today
-1.19%
This Month
-5.86%
Year To Date
+63.29%
2 Years
+73.92%
5 Years
+15.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology44.88%
- 🚗 Consumer Durables21.33%
- 🖥️ Technology Services17.77%
- 💰 Finance5.35%
- 📊 ETFs4.13%
- 🪙 Cryptocurrencies2.65%
- 🛍️ Retail Trade2.28%
- 💇♀️ Consumer Services1.38%
- 🧬 Health Technology0.24%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq84.13%
- 🇺🇸 NYSE8.59%
- 🇬🇧 LSE4.13%
- 🌍 Digital Currency2.65%
- 🇭🇰 Hong Kong Exchanges0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States91%
- 🇹🇼 Taiwan1.68%
- 🇨🇳 China0.52%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.17%
10 out of 30 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.27%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
 PFE | Pay Day | Jun 13, 2025 | $0.43 |
 TKO | Ex-Dividend | Jun 13, 2025 | $0.38 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
TKO | Pay Day | Jun 30, 2025 | $0.38 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 5.2/10
Beta
1.63
1.63
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
3.2
3.2
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1.63
1.63
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
3.2
3.2
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.67
High:
PLTR
523.62PLTRLow:
DKNG
-41.35DKNGDetails
PEG Ratio
106.07
High:PLTR
634.66PLTRLow:DKNG
-136DKNGDetails
Price/Book
16.71
High:PLTR
52.16PLTRLow:
NIO
-139.34NIODetails
Price/Sales
12.7
High:PLTR
98.27PLTRLow:
AMC
0.32AMCDetails
Price/CF
29.53
High:
BB
176.28BBLow:
DIS
9.84DISDetails
Price/FCF
43.17
High:BB
217.06BBLow:
CRSR
13.22CRSRDetails
P/E Ratio
39.67
High:PLTR
523.62PLTRLow:DKNG
-41.35DKNGDetails
PEG Ratio
106.07
High:PLTR
634.66PLTRLow:DKNG
-136DKNGDetails
Price/Book
16.71
High:PLTR
52.16PLTRLow:NIO
-139.34NIODetails
Price/Sales
12.7
High:PLTR
98.27PLTRLow:AMC
0.32AMCDetails
Price/CF
29.53
High:BB
176.28BBLow:DIS
9.84DISDetails
Price/FCF
43.17
High:BB
217.06BBLow:CRSR
13.22CRSRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.33% | Dec 2021 | Jun 2024 | 30 |
-20.05% | Jan 2025 | - | 6 |
-4.97% | Sep 2021 | Oct 2021 | 1 |
-4.82% | May 2021 | Jun 2021 | 1 |
-3.09% | Jul 2021 | Aug 2021 | 1 |
-0.89% | Aug 2024 | Sep 2024 | 1 |