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+0.53%
This Month
+17.92%
Year To Date
+99.34%
2 Years
+176.74%
5 Years
+240.89%
10 Years
+27.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.54%
- 💵 Cash31.7%
- 📊 ETFs22%
- 🖥️ Technology Services7.9%
- 🚗 Consumer Durables4.39%
- 💰 Finance1.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.5%
- 🇺🇸 Nasdaq21.38%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan36.54%
- 🇺🇸 United States13.33%
Dividends
Dividend Yield
2.35%
6 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.77%)
Performance Metrics
Score 7.8/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
9.46
9.46
-2
0
2
10
10
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.97
0.97
0
0.5
1
1.5
1.5
Sortino Ratio
2.02
2.02
0
1
2
3
3
Jensen's Alpha
9.46
9.46
-2
0
2
10
10
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.57
0.57
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.62
High:
PLTR
518.91PLTRLow:
U
-37.73UDetails
PEG Ratio
59.81
High:PLTR
662.17PLTRLow:U
-78.43UDetails
Price/Book
8.08
High:PLTR
62.46PLTRLow:
CRM
3.85CRMDetails
Price/Sales
11.57
High:PLTR
116.31PLTRLow:
OWL
4.52OWLDetails
Price/CF
18.64
High:PLTR
202PLTRLow:OWL
11.56OWLDetails
Price/FCF
67.41
High:PLTR
204.47PLTRLow:OWL
21.68OWLDetails
P/E Ratio
29.62
High:PLTR
518.91PLTRLow:U
-37.73UDetails
PEG Ratio
59.81
High:PLTR
662.17PLTRLow:U
-78.43UDetails
Price/Book
8.08
High:PLTR
62.46PLTRLow:CRM
3.85CRMDetails
Price/Sales
11.57
High:PLTR
116.31PLTRLow:OWL
4.52OWLDetails
Price/CF
18.64
High:PLTR
202PLTRLow:OWL
11.56OWLDetails
Price/FCF
67.41
High:PLTR
204.47PLTRLow:OWL
21.68OWLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.49% | Nov 2021 | Dec 2023 | 25 |
-11.8% | Feb 2025 | May 2025 | 3 |
-7.47% | Sep 2020 | Nov 2020 | 2 |
-4.07% | Jul 2020 | Aug 2020 | 1 |
-1.48% | Sep 2021 | Oct 2021 | 1 |
-1.45% | Apr 2024 | May 2024 | 1 |
-1.36% | Jul 2021 | Aug 2021 | 1 |
-0.88% | May 2021 | Jun 2021 | 1 |
-0.35% | Feb 2021 | Apr 2021 | 2 |
-0.29% | Aug 2025 | Sep 2025 | 1 |