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-1.5%
This Month
-1%
Year To Date
+50.38%
2 Years
+48.62%
5 Years
+48.62%
10 Years
+30.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.69%
- 🌾 Commodities13.76%
- 💻 Electronic Technology13.57%
- 🖥️ Technology Services12.17%
- 📊 ETFs10.33%
- 🍞 Consumer Non Durables5.05%
- 💰 Finance2.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq21.18%
- 🌍 Commodity13.76%
- 🇺🇸 NYSE7.2%
- 🇭🇰 Hong Kong Exchanges4.42%
- 🇩🇪 Xetra ETFs4.36%
- 🇳🇱 Euronext Amsterdam3.65%
- 🇬🇧 LSE2.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.39%
- 🇨🇳 China4.42%
Dividends
Dividend Yield
0.31%
7 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PEP (3.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
-0.14
-0.14
-2
0
2
4.5
4.5
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.48
1.48
0
0.3
0.6
2
2
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.95
1.95
0
1
2
3
3
Jensen's Alpha
-0.14
-0.14
-2
0
2
4.5
4.5
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.48
1.48
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.88
High:
PLTR
242.08PLTRLow:
CFG
15.57CFGDetails
PEG Ratio
75.5
High:
GE
115.71GELow:CFG
55.65CFGDetails
Price/Book
15.81
High:PLTR
49.59PLTRLow:CFG
1.07CFGDetails
Price/Sales
14.61
High:PLTR
88.09PLTRLow:
NKE
1.87NKEDetails
Price/CF
36.24
High:PLTR
214.31PLTRLow:CFG
11.47CFGDetails
Price/FCF
56.17
High:
PEP
5,797.72PEPLow:CFG
22.07CFGDetails
P/E Ratio
33.88
High:PLTR
242.08PLTRLow:CFG
15.57CFGDetails
PEG Ratio
75.5
High:GE
115.71GELow:CFG
55.65CFGDetails
Price/Book
15.81
High:PLTR
49.59PLTRLow:CFG
1.07CFGDetails
Price/Sales
14.61
High:PLTR
88.09PLTRLow:NKE
1.87NKEDetails
Price/CF
36.24
High:PLTR
214.31PLTRLow:CFG
11.47CFGDetails
Price/FCF
56.17
High:PEP
5,797.72PEPLow:CFG
22.07CFGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.48% | Dec 2024 | Jun 2025 | 6 |
-4.96% | Apr 2024 | May 2024 | 1 |
-1.95% | Nov 2025 | - | 5 |
-1.78% | Jul 2024 | Sep 2024 | 2 |
-0.62% | Aug 2025 | Sep 2025 | 1 |