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+0.32%
This Month
+28.77%
Year To Date
+84.42%
2 Years
+118.95%
5 Years
+272.25%
10 Years
+28.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology62.33%
- 📊 ETFs25.88%
- 🚗 Consumer Durables8.32%
- 💵 Cash2.22%
- 🖥️ Technology Services2.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE73.51%
- 🇺🇸 Nasdaq25.12%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan62.33%
- 🇺🇸 United States10.41%
Dividends
Dividend Yield
0.57%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.57% | 0.92% | $1.74 |
Performance Metrics
Score 7.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
9.57
9.57
-2
0
2
10
10
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1
1
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
9.57
9.57
-2
0
2
10
10
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.59
0.59
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.01
High:
PLTR
411.79PLTRLow:
TSM
30.28TSMDetails
PEG Ratio
63.6
High:PLTR
353.98PLTRLow:TSM
53.86TSMDetails
Price/Book
9.98
High:PLTR
63.68PLTRLow:TSM
9.34TSMDetails
Price/Sales
13.64
High:PLTR
116.19PLTRLow:TSM
13.24TSMDetails
Price/CF
22.28
High:PLTR
258.05PLTRLow:TSM
20.09TSMDetails
Price/FCF
95.73
High:PLTR
261.46PLTRLow:TSM
88.53TSMDetails
P/E Ratio
34.01
High:PLTR
411.79PLTRLow:TSM
30.28TSMDetails
PEG Ratio
63.6
High:PLTR
353.98PLTRLow:TSM
53.86TSMDetails
Price/Book
9.98
High:PLTR
63.68PLTRLow:TSM
9.34TSMDetails
Price/Sales
13.64
High:PLTR
116.19PLTRLow:TSM
13.24TSMDetails
Price/CF
22.28
High:PLTR
258.05PLTRLow:TSM
20.09TSMDetails
Price/FCF
95.73
High:PLTR
261.46PLTRLow:TSM
88.53TSMDetails
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 |
-2.11% | Nov 2025 | - | 2 |
-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 |