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+0.37%
Today
+5.33%
This Month
+17.02%
Year To Date
+33.04%
2 Years
+164.48%
5 Years
+9.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading46.23%
- 📊 ETFs33.7%
- 💰 Finance15.1%
- 🖥️ Technology Services4.81%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.58%
- 🇺🇸 NYSE38.11%
- 🌍 Digital Currency6.07%
- 🇺🇸 Chicago Board Options Exchange2.62%
- 🇨🇭 SIX0.81%
- 🇭🇰 Hong Kong Exchanges0.39%
- 🇩🇪 FRA0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.13%
- 🇩🇪 Germany1.19%
- 🇨🇭 Switzerland0.81%
- 🇨🇳 China0.6%
- 🇱🇺 Luxembourg0.22%
Dividends
Dividend Yield
0.64%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IGV (8.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IGV | 0.22% | 8.51% | - |
 VT.US | 0.16% | 1.77% | - |
 VOO | 0.15% | 1.22% | - |
 steveli1029 | 0.05% | 0.12% | - |
 QQQ | 0.05% | 0.51% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.21
1.21
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-0.38
-0.38
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.22
High:
PLTR
676.24PLTRLow:
BRK.B
12.81BRK.BDetails
PEG Ratio
288.37
High:PLTR
819.65PLTRLow:BRK.B
118.99BRK.BDetails
Price/Book
1.76
High:PLTR
67.37PLTRLow:BRK.B
1.58BRK.BDetails
Price/Sales
3.1
High:PLTR
126.91PLTRLow:BRK.B
2.79BRK.BDetails
Price/CF
40.28
High:PLTR
161.45PLTRLow:BRK.B
37.15BRK.BDetails
Price/FCF
99.42
High:PLTR
163.42PLTRLow:BRK.B
95.23BRK.BDetails
P/E Ratio
14.22
High:PLTR
676.24PLTRLow:BRK.B
12.81BRK.BDetails
PEG Ratio
288.37
High:PLTR
819.65PLTRLow:BRK.B
118.99BRK.BDetails
Price/Book
1.76
High:PLTR
67.37PLTRLow:BRK.B
1.58BRK.BDetails
Price/Sales
3.1
High:PLTR
126.91PLTRLow:BRK.B
2.79BRK.BDetails
Price/CF
40.28
High:PLTR
161.45PLTRLow:BRK.B
37.15BRK.BDetails
Price/FCF
99.42
High:PLTR
163.42PLTRLow:BRK.B
95.23BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.37% | Jan 2018 | Apr 2021 | 39 |
-18.74% | Sep 2021 | Jan 2024 | 28 |
-16.22% | May 2021 | Aug 2021 | 3 |
-11.08% | Dec 2024 | May 2025 | 5 |
-3.84% | Apr 2024 | Jun 2024 | 2 |
-1.7% | Oct 2024 | Nov 2024 | 1 |