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-4.95%
This Month
+16.11%
Year To Date
+168.5%
2 Years
+185.98%
5 Years
+287.71%
10 Years
+29.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies76.45%
- 💻 Electronic Technology6.31%
- 🖥️ Technology Services6.18%
- 📊 ETFs5.78%
- 💰 Finance2.5%
- 🚗 Consumer Durables1.4%
- 🛠️ Producer Manufacturing1.37%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency76.45%
- 🇺🇸 Nasdaq11.4%
- 🇺🇸 NYSE9.8%
- 🇭🇰 Hong Kong Exchanges1.2%
- 🇬🇧 LSE1.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.42%
- 🇨🇳 China1.2%
- 🇬🇧 United Kingdom1.14%
Dividends
Dividend Yield
0.02%
4 out of 22 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $RR.L (0.96%)
Performance Metrics
Score 6.2/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
9.67
9.67
-2
0
2
10
10
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
9.67
9.67
-2
0
2
10
10
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.89
1.89
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.15
High:
PLTR
592.06PLTRLow:
NET
-620.41NETDetails
PEG Ratio
181.25
High:PLTR
755.51PLTRLow:
RR.L
10.97RR.LDetails
Price/Book
18.2
High:PLTR
71.27PLTRLow:
1810.HK
4.311810.HKDetails
Price/Sales
15.48
High:PLTR
132.7PLTRLow:1810.HK
2.661810.HKDetails
Price/CF
36.7
High:PLTR
202PLTRLow:
GOOG
16.18GOOGDetails
Price/FCF
58.82
High:NET
384.39NETLow:RR.L
24.47RR.LDetails
P/E Ratio
49.15
High:PLTR
592.06PLTRLow:NET
-620.41NETDetails
PEG Ratio
181.25
High:PLTR
755.51PLTRLow:RR.L
10.97RR.LDetails
Price/Book
18.2
High:PLTR
71.27PLTRLow:1810.HK
4.311810.HKDetails
Price/Sales
15.48
High:PLTR
132.7PLTRLow:1810.HK
2.661810.HKDetails
Price/CF
36.7
High:PLTR
202PLTRLow:GOOG
16.18GOOGDetails
Price/FCF
58.82
High:NET
384.39NETLow:RR.L
24.47RR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.24% | Jan 2016 | Jan 2020 | 48 |
-52.45% | Nov 2021 | Feb 2024 | 27 |
-29.54% | Feb 2025 | Jul 2025 | 5 |
-24.31% | May 2014 | Oct 2014 | 5 |
-23.39% | Apr 2024 | Nov 2024 | 7 |
-13.76% | May 2015 | Aug 2015 | 3 |
-12.59% | May 2021 | Oct 2021 | 5 |
-8.75% | Dec 2024 | Jan 2025 | 1 |
-7.49% | Jan 2015 | Apr 2015 | 3 |
-7.1% | Apr 2020 | Dec 2020 | 8 |
-4.95% | Oct 2025 | - | 1 |