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+4.96%
This Month
+4.96%
Year To Date
+92.31%
2 Years
+129.51%
5 Years
+298.27%
10 Years
+29.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology65.41%
- 📊 ETFs23.86%
- 🚗 Consumer Durables7.18%
- 💵 Cash2.93%
- 🖥️ Technology Services1.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE74.95%
- 🇺🇸 Nasdaq23.36%
Countries Breakdown
- Country
- Total
- 🇹🇼 Taiwan65.41%
- 🇺🇸 United States9.03%
Dividends
Dividend Yield
0.53%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TSM (0.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TSM | 0.53% | 0.81% | $1.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
9.74
9.74
-2
0
2
10
10
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
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
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.12
2.12
0
1
2
3
3
Jensen's Alpha
9.74
9.74
-2
0
2
10
10
Omega Ratio
1.66
1.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
0.6
0.6
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.37
High:
PLTR
394.13PLTRLow:TSM
33.53TSMDetails
PEG Ratio
67.3
High:PLTR
338.8PLTRLow:TSM
59.64TSMDetails
Price/Book
10.76
High:PLTR
60.95PLTRLow:TSM
10.35TSMDetails
Price/Sales
14.04
High:PLTR
111.21PLTRLow:TSM
13.84TSMDetails
Price/CF
22.29
High:PLTR
258.05PLTRLow:TSM
20.71TSMDetails
Price/FCF
83.74
High:PLTR
261.46PLTRLow:TSM
78.86TSMDetails
P/E Ratio
36.37
High:PLTR
394.13PLTRLow:TSM
33.53TSMDetails
PEG Ratio
67.3
High:PLTR
338.8PLTRLow:TSM
59.64TSMDetails
Price/Book
10.76
High:PLTR
60.95PLTRLow:TSM
10.35TSMDetails
Price/Sales
14.04
High:PLTR
111.21PLTRLow:TSM
13.84TSMDetails
Price/CF
22.29
High:PLTR
258.05PLTRLow:TSM
20.71TSMDetails
Price/FCF
83.74
High:PLTR
261.46PLTRLow:TSM
78.86TSMDetails
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 | Dec 2025 | 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 |