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-4.29%
This Month
-4.29%
Year To Date
+172.9%
2 Years
+244.99%
5 Years
+96.72%
10 Years
+8.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services63.08%
- 💰 Finance17.93%
- 🛍️ Retail Trade11.83%
- 💇♀️ Consumer Services3.78%
- 📡 Communications1.44%
- 💼 Commercial Services1.09%
- 🪙 Cryptocurrencies0.44%
- 💵 Cash0.23%
- 📊 ETFs0.04%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.81%
- 🇺🇸 NYSE14.06%
- 🇭🇰 Hong Kong Exchanges7.28%
- 🌍 Digital Currency0.44%
- 🇺🇸 Chicago Board Options Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.94%
- 🇨🇳 China22.87%
- 🇭🇰 Hong Kong1.9%
- 🇬🇧 United Kingdom1.44%
Dividends
Dividend Yield
2.03%
7 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KREF (12.44%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-2.68
-2.68
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-2.68
-2.68
-3
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
134.77
High:
PLTR
394.13PLTRLow:
DKNG
-57.02DKNGDetails
PEG Ratio
237.68
High:PLTR
338.8PLTRLow:DKNG
-153.07DKNGDetails
Price/Book
15.94
High:
FTNT
76.26FTNTLow:
1628.HK
-01628.HKDetails
Price/Sales
18.93
High:PLTR
111.21PLTRLow:
TTCFQ
-TTCFQDetails
Price/CF
107.48
High:PLTR
258.05PLTRLow:
VOD
1.93VODDetails
Price/FCF
128.27
High:PLTR
261.46PLTRLow:VOD
3.35VODDetails
P/E Ratio
134.77
High:PLTR
394.13PLTRLow:DKNG
-57.02DKNGDetails
PEG Ratio
237.68
High:PLTR
338.8PLTRLow:DKNG
-153.07DKNGDetails
Price/Book
15.94
High:FTNT
76.26FTNTLow:1628.HK
-01628.HKDetails
Price/Sales
18.93
High:PLTR
111.21PLTRLow:TTCFQ
-TTCFQDetails
Price/CF
107.48
High:PLTR
258.05PLTRLow:VOD
1.93VODDetails
Price/FCF
128.27
High:PLTR
261.46PLTRLow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.08% | Jan 2018 | Aug 2024 | 79 |
-13.94% | Nov 2025 | - | 3 |
-0.29% | Dec 2024 | Jan 2025 | 1 |