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-3.23%
This Month
+79.23%
Year To Date
+402.46%
2 Years
+396.18%
5 Years
+609.07%
10 Years
+45.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services41.77%
- 💰 Finance30.3%
- 🚗 Consumer Durables7.96%
- 💻 Electronic Technology6.39%
- 🏥 Health Services4.74%
- 🪙 Cryptocurrencies4.31%
- 🪨 Non Energy Minerals3.05%
- 🛠️ Producer Manufacturing1.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.92%
- 🇺🇸 NYSE33.77%
- 🌍 Digital Currency4.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States84.51%
- 🇮🇱 Israel6.01%
- 🇦🇺 Australia3%
- 🇳🇱 Netherlands2.17%
Dividends
Dividend Yield
0%
1 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMNR (0.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMNR | 0% | 0.03% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.1/10
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
2.16
2.16
0
1
2
3
3
Jensen's Alpha
25.19
25.19
-2
0
2
26
26
Omega Ratio
1.98
1.98
0
1
1.5
2.5
2.5
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Beta
1.37
1.37
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
2.16
2.16
0
1
2
3
3
Jensen's Alpha
25.19
25.19
-2
0
2
26
26
Omega Ratio
1.98
1.98
0
1
1.5
2.5
2.5
Treynor Ratio
2.39
2.39
0
0.75
1.25
3
3
Information Ratio
0.83
0.83
0
0.3
0.6
1
1
Calmar Ratio
0.74
0.74
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
235.32
High:
PLTR
428.55PLTRLow:
ZETA
-150.65ZETADetails
PEG Ratio
113.92
High:PLTR
368.38PLTRLow:ZETA
-176.82ZETADetails
Price/Book
20.05
High:PLTR
66.27PLTRLow:
EOSE
-1.65EOSEDetails
Price/Sales
25.81
High:PLTR
120.93PLTRLow:ZETA
3.18ZETADetails
Price/CF
116.29
High:
MSTR
7,511.07MSTRLow:
ETOR
17.47ETORDetails
Price/FCF
177.1
High:MSTR
1,187.5MSTRLow:ETOR
17.73ETORDetails
P/E Ratio
235.32
High:PLTR
428.55PLTRLow:ZETA
-150.65ZETADetails
PEG Ratio
113.92
High:PLTR
368.38PLTRLow:ZETA
-176.82ZETADetails
Price/Book
20.05
High:PLTR
66.27PLTRLow:EOSE
-1.65EOSEDetails
Price/Sales
25.81
High:PLTR
120.93PLTRLow:ZETA
3.18ZETADetails
Price/CF
116.29
High:MSTR
7,511.07MSTRLow:ETOR
17.47ETORDetails
Price/FCF
177.1
High:MSTR
1,187.5MSTRLow:ETOR
17.73ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.78% | Nov 2021 | Feb 2024 | 27 |
-17.91% | Mar 2020 | Jun 2020 | 3 |
-12.94% | Feb 2025 | Apr 2025 | 2 |
-11.06% | Nov 2025 | - | 2 |
-8.47% | Sep 2020 | Nov 2020 | 2 |
-8.13% | Jul 2021 | Oct 2021 | 3 |
-4.76% | Mar 2024 | Jun 2024 | 3 |
-1.48% | Jan 2021 | Mar 2021 | 2 |
-1.16% | Aug 2025 | Sep 2025 | 1 |
-1.07% | May 2021 | Jun 2021 | 1 |