Loading...
-0.17%
This Month
+27.25%
Year To Date
+71.27%
2 Years
+92.32%
5 Years
+92.32%
10 Years
+16.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.61%
- 🪙 Cryptocurrencies23.94%
- 💻 Electronic Technology13.87%
- 🏭 Industrial Services9.61%
- 🛠️ Producer Manufacturing8.89%
- 💰 Finance7.66%
- 🌾 Commodities4.77%
- 🛍️ Retail Trade4.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.13%
- 🌍 Digital Currency23.94%
- 🇺🇸 NYSE22.16%
- 🌍 Commodity4.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.29%
Dividends
Dividend Yield
0.26%
11 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SCHW (1.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 6.1/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
5.89
5.89
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
5.89
5.89
-2
0
2
6
6
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.81
High:
PLTR
411.79PLTRLow:
AMPX
-28.04AMPXDetails
PEG Ratio
122.36
High:
V
1,180.28VLow:AMPX
-661.1AMPXDetails
Price/Book
12.76
High:PLTR
63.68PLTRLow:
SCHW
3.94SCHWDetails
Price/Sales
10.82
High:PLTR
116.19PLTRLow:
AMZN
3.65AMZNDetails
Price/CF
27.64
High:PLTR
258.05PLTRLow:SCHW
8.16SCHWDetails
Price/FCF
61.73
High:PLTR
261.46PLTRLow:SCHW
9.5SCHWDetails
P/E Ratio
38.81
High:PLTR
411.79PLTRLow:AMPX
-28.04AMPXDetails
PEG Ratio
122.36
High:V
1,180.28VLow:AMPX
-661.1AMPXDetails
Price/Book
12.76
High:PLTR
63.68PLTRLow:SCHW
3.94SCHWDetails
Price/Sales
10.82
High:PLTR
116.19PLTRLow:AMZN
3.65AMZNDetails
Price/CF
27.64
High:PLTR
258.05PLTRLow:SCHW
8.16SCHWDetails
Price/FCF
61.73
High:PLTR
261.46PLTRLow:SCHW
9.5SCHWDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.99% | Dec 2021 | Feb 2024 | 26 |
-15.25% | Feb 2025 | Jun 2025 | 4 |
-9.5% | Sep 2021 | Oct 2021 | 1 |
-7.19% | Apr 2024 | Jun 2024 | 2 |
-2.73% | Nov 2025 | - | 2 |
-2.34% | Jul 2024 | Sep 2024 | 2 |
-2.21% | Jun 2021 | Aug 2021 | 2 |
-2.11% | Dec 2024 | Jan 2025 | 1 |