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-1.89%
This Month
-1.89%
Year To Date
+78.36%
2 Years
+66.73%
5 Years
+39.43%
10 Years
+4.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.85%
- 💻 Electronic Technology22.95%
- 📊 ETFs12.15%
- 🛍️ Retail Trade11.14%
- 🚗 Consumer Durables7.28%
- 🪨 Non Energy Minerals2.09%
- 🪙 Cryptocurrencies1.94%
- 🛠️ Producer Manufacturing1.83%
- 💰 Finance1.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.02%
- 🇺🇸 NYSE21.27%
- 🇺🇸 Chicago Board Options Exchange3.77%
- 🌍 Digital Currency1.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.58%
- 🇹🇼 Taiwan3.93%
- 🇸🇬 Singapore3.65%
- 🇳🇱 Netherlands1.93%
- 🇮🇪 Ireland1.83%
Dividends
Dividend Yield
0.21%
9 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ETN (1.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-5.25
-5.25
-6
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-5.25
-5.25
-6
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.56
High:
PLTR
394.13PLTRLow:
NET
-596.57NETDetails
PEG Ratio
164.72
High:
ETN
543.7ETNLow:
SE
3.88SEDetails
Price/Book
12.3
High:PLTR
60.95PLTRLow:
COIN
3.82COINDetails
Price/Sales
9.81
High:PLTR
111.21PLTRLow:SE
3.41SEDetails
Price/CF
27.86
High:PLTR
258.05PLTRLow:
META
17.56METADetails
Price/FCF
67.16
High:NET
362.6NETLow:COIN
32.62COINDetails
P/E Ratio
37.56
High:PLTR
394.13PLTRLow:NET
-596.57NETDetails
PEG Ratio
164.72
High:ETN
543.7ETNLow:SE
3.88SEDetails
Price/Book
12.3
High:PLTR
60.95PLTRLow:COIN
3.82COINDetails
Price/Sales
9.81
High:PLTR
111.21PLTRLow:SE
3.41SEDetails
Price/CF
27.86
High:PLTR
258.05PLTRLow:META
17.56METADetails
Price/FCF
67.16
High:NET
362.6NETLow:COIN
32.62COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.05% | Jan 2018 | Aug 2024 | 79 |
-11.75% | Feb 2025 | May 2025 | 3 |
-8.56% | Nov 2025 | - | 3 |