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+0.24%
Today
-7.65%
This Month
+41.99%
Year To Date
+576.74%
2 Years
+1100.71%
5 Years
+40.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services95.6%
- 🛠️ Producer Manufacturing4.35%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq95.6%
- 🇺🇸 NYSE4.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.95%
Dividends
Dividend Yield
0.09%
1 out of 2 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MMM (2.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MMM | 0.09% | 2.05% | $5.21 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.4/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
2.45
2.45
0
1
2
3
3
Jensen's Alpha
36.3
36.3
-2
0
2
37
37
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
3.01
3.01
0
0.75
1.25
4
4
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
2.45
2.45
0
1
2
3
3
Jensen's Alpha
36.3
36.3
-2
0
2
37
37
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
3.01
3.01
0
0.75
1.25
4
4
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
354.38
High:
PLTR
475.37PLTRLow:
MMM
17.43MMMDetails
PEG Ratio
551.56
High:PLTR
576.18PLTRLow:MMM
10.73MMMDetails
Price/Book
46.25
High:PLTR
47.36PLTRLow:MMM
16.64MMMDetails
Price/Sales
65.46
High:PLTR
89.21PLTRLow:MMM
3.08MMMDetails
Price/CF
159.47
High:PLTR
161.45PLTRLow:MMM
82.67MMMDetails
Price/FCF
157.22
High:PLTR
163.42PLTRLow:MMM
40.5MMMDetails
P/E Ratio
354.38
High:PLTR
475.37PLTRLow:MMM
17.43MMMDetails
PEG Ratio
551.56
High:PLTR
576.18PLTRLow:MMM
10.73MMMDetails
Price/Book
46.25
High:PLTR
47.36PLTRLow:MMM
16.64MMMDetails
Price/Sales
65.46
High:PLTR
89.21PLTRLow:MMM
3.08MMMDetails
Price/CF
159.47
High:PLTR
161.45PLTRLow:MMM
82.67MMMDetails
Price/FCF
157.22
High:PLTR
163.42PLTRLow:MMM
40.5MMMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.79% | Nov 2021 | May 2023 | 18 |
-27.93% | Mar 2018 | Aug 2020 | 29 |
-23.54% | Aug 2023 | Nov 2023 | 3 |
-18.86% | Dec 2023 | Feb 2024 | 2 |
-13.68% | Sep 2017 | Dec 2017 | 3 |
-12.69% | Mar 2024 | Jul 2024 | 4 |
-7.87% | May 2025 | - | 1 |
-7.82% | Jul 2021 | Oct 2021 | 3 |
-6.46% | Sep 2020 | Nov 2020 | 2 |
-2.77% | May 2021 | Jun 2021 | 1 |
-1.01% | Mar 2021 | Apr 2021 | 1 |
-0.82% | Mar 2025 | Apr 2025 | 1 |