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-0.44%
This Month
+24.45%
Year To Date
+119.81%
2 Years
+276.55%
5 Years
+1167.09%
10 Years
+50.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.75%
- 🖥️ Technology Services14.46%
- 🪙 Cryptocurrencies11.94%
- 🚗 Consumer Durables8.76%
- 💰 Finance5.74%
- 🧬 Health Technology3.86%
- 💵 Cash3.6%
- ⚡ Utilities0.15%
- 🛠️ Producer Manufacturing0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.12%
- 🌍 Digital Currency11.94%
- 🇺🇸 NYSE9.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.27%
- 🇩🇰 Denmark0.55%
Dividends
Dividend Yield
0.18%
10 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.44%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.74
2.74
0
1
2
3
3
Jensen's Alpha
24.8
24.8
-2
0
2
25
25
Omega Ratio
2.71
2.71
0
1
1.5
3
3
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
1.31
1.31
0
0.3
0.6
2
2
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.74
2.74
0
1
2
3
3
Jensen's Alpha
24.8
24.8
-2
0
2
25
25
Omega Ratio
2.71
2.71
0
1
1.5
3
3
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
1.31
1.31
0
0.3
0.6
2
2
Calmar Ratio
1.26
1.26
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
42.05
High:
INTC
3,538.68INTCLow:
OKLO
-158.45OKLODetails
PEG Ratio
170.72
High:INTC
3,525.38INTCLow:OKLO
-176.18OKLODetails
Price/Book
19.97
High:
PLTR
66.27PLTRLow:
BRK.B
1.56BRK.BDetails
Price/Sales
14.8
High:PLTR
120.93PLTRLow:OKLO
-OKLODetails
Price/CF
42.94
High:PLTR
258.05PLTRLow:
NVO
13.22NVODetails
Price/FCF
59.09
High:PLTR
261.46PLTRLow:
JPM
29.28JPMDetails
P/E Ratio
42.05
High:INTC
3,538.68INTCLow:OKLO
-158.45OKLODetails
PEG Ratio
170.72
High:INTC
3,525.38INTCLow:OKLO
-176.18OKLODetails
Price/Book
19.97
High:PLTR
66.27PLTRLow:BRK.B
1.56BRK.BDetails
Price/Sales
14.8
High:PLTR
120.93PLTRLow:OKLO
-OKLODetails
Price/CF
42.94
High:PLTR
258.05PLTRLow:NVO
13.22NVODetails
Price/FCF
59.09
High:PLTR
261.46PLTRLow:JPM
29.28JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.83% | Dec 2021 | May 2023 | 17 |
-18.05% | Dec 2024 | Jun 2025 | 6 |
-13.38% | Feb 2020 | Apr 2020 | 2 |
-11.12% | Sep 2020 | Nov 2020 | 2 |
-10.74% | Feb 2021 | Aug 2021 | 6 |
-10.62% | Aug 2023 | Nov 2023 | 3 |
-9.88% | Nov 2025 | - | 2 |
-8.13% | May 2019 | Jun 2019 | 1 |
-6.51% | Apr 2024 | May 2024 | 1 |
-2.27% | Jul 2024 | Sep 2024 | 2 |
-0.07% | Sep 2019 | Oct 2019 | 1 |