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-2.85%
This Month
-20.33%
Year To Date
+434.54%
2 Years
+164.67%
5 Years
+283.05%
10 Years
+26.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services70.41%
- 💵 Cash57.69%
- 🚗 Consumer Durables2.19%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq70.41%
- 🇺🇸 NYSE2.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.41%
- 🇨🇳 China2.19%
Dividends
Dividend Yield
0%
0 out of 3 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
27.12
27.12
-2
0
2
28
28
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
2.29
2.29
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
27.12
27.12
-2
0
2
28
28
Omega Ratio
1.46
1.46
0
1
1.5
2.5
2.5
Treynor Ratio
2.29
2.29
0
0.75
1.25
3
3
Information Ratio
0.5
0.5
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
158.4
High:
PLTR
152.88PLTRLow:
NIO
-6.07NIODetails
PEG Ratio
51.73
High:PLTR
53.86PLTRLow:NIO
-16.73NIODetails
Price/Book
37.93
High:PLTR
37.96PLTRLow:
BNGO
0.3BNGODetails
Price/Sales
61.48
High:PLTR
65.84PLTRLow:BNGO
0.47BNGODetails
Price/CF
138.09
High:PLTR
138.09PLTRLow:PLTR
138.09PLTRDetails
Price/FCF
139.89
High:PLTR
139.89PLTRLow:PLTR
139.89PLTRDetails
P/E Ratio
158.4
High:PLTR
152.88PLTRLow:NIO
-6.07NIODetails
PEG Ratio
51.73
High:PLTR
53.86PLTRLow:NIO
-16.73NIODetails
Price/Book
37.93
High:PLTR
37.96PLTRLow:BNGO
0.3BNGODetails
Price/Sales
61.48
High:PLTR
65.84PLTRLow:BNGO
0.47BNGODetails
Price/CF
138.09
High:PLTR
138.09PLTRLow:PLTR
138.09PLTRDetails
Price/FCF
139.89
High:PLTR
139.89PLTRLow:PLTR
139.89PLTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.88% | Feb 2021 | Jan 2025 | 47 |
-28.36% | Nov 2025 | - | 7 |
-7.17% | Dec 2020 | Jan 2021 | 1 |
-1.17% | Mar 2025 | Apr 2025 | 1 |