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-1.7%
This Month
-7.05%
Year To Date
-4.56%
2 Years
-4.56%
5 Years
-4.56%
10 Years
-4.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.48%
- 🪙 Cryptocurrencies21.59%
- 💻 Electronic Technology18.79%
- 🛍️ Retail Trade8.17%
- 🛠️ Producer Manufacturing6.6%
- 🍞 Consumer Non Durables2.85%
- ⛏️ Energy Minerals1.26%
- 💵 Cash0.93%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.5%
- 🌍 Digital Currency21.59%
- 🇺🇸 NYSE16.8%
- 🇩🇪 FRA2.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.45%
- 🇨🇦 Canada4.4%
- 🇳🇱 Netherlands3.99%
- 🇮🇱 Israel3.14%
- 🇦🇺 Australia3.02%
- 🇩🇪 Germany2.85%
- 🇺🇾 Uruguay0.3%
Dividends
Dividend Yield
0.46%
11 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OTEX (4.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 1.5/10
Beta
4.88
4.88
0
0.8
1.2
0
5
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-54.56
-54.56
-55
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
4.88
4.88
0
0.8
1.2
0
5
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.07
-0.07
-1
1
2
3
3
Jensen's Alpha
-54.56
-54.56
-55
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.59
High:
PLTR
242.08PLTRLow:
OKLO
-126.35OKLODetails
PEG Ratio
234.3
High:
TER
2,779.26TERLow:OKLO
-140.49OKLODetails
Price/Book
10.6
High:PLTR
49.59PLTRLow:
ORLY
-103.97ORLYDetails
Price/Sales
7.91
High:PLTR
88.09PLTRLow:OKLO
-OKLODetails
Price/CF
27.64
High:PLTR
214.31PLTRLow:
OXY
3.86OXYDetails
Price/FCF
75.24
High:
TXN
4,155.74TXNLow:
MELI
12.83MELIDetails
P/E Ratio
32.59
High:PLTR
242.08PLTRLow:OKLO
-126.35OKLODetails
PEG Ratio
234.3
High:TER
2,779.26TERLow:OKLO
-140.49OKLODetails
Price/Book
10.6
High:PLTR
49.59PLTRLow:ORLY
-103.97ORLYDetails
Price/Sales
7.91
High:PLTR
88.09PLTRLow:OKLO
-OKLODetails
Price/CF
27.64
High:PLTR
214.31PLTRLow:OXY
3.86OXYDetails
Price/FCF
75.24
High:TXN
4,155.74TXNLow:MELI
12.83MELIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.8% | Nov 2025 | - | 5 |
-5.94% | Aug 2025 | Sep 2025 | 1 |