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-7.84%
This Month
+18.12%
Year To Date
+52.75%
2 Years
+14.51%
5 Years
+158.68%
10 Years
+14.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.02%
- 💻 Electronic Technology28.87%
- 📈 Indexes17.52%
- 🖥️ Technology Services17.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.23%
- 🇺🇸 Chicago Board Options Exchange30.02%
- 🌍 CFD17.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.23%
Dividends
Dividend Yield
-0.01%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | -0.01% | -0.02% | $-0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
5.31
5.31
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
5.31
5.31
-2
0
2
6
6
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
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
47.72
High:
PLTR
416.09PLTRLow:
NVDA
45.42NVDADetails
PEG Ratio
182.76
High:PLTR
357.67PLTRLow:NVDA
77.6NVDADetails
Price/Book
38.35
High:PLTR
64.34PLTRLow:NVDA
37.49NVDADetails
Price/Sales
25.07
High:PLTR
117.41PLTRLow:NVDA
23.99NVDADetails
Price/CF
57.28
High:PLTR
258.05PLTRLow:NVDA
54.84NVDADetails
Price/FCF
62.33
High:PLTR
261.46PLTRLow:NVDA
59.73NVDADetails
P/E Ratio
47.72
High:PLTR
416.09PLTRLow:NVDA
45.42NVDADetails
PEG Ratio
182.76
High:PLTR
357.67PLTRLow:NVDA
77.6NVDADetails
Price/Book
38.35
High:PLTR
64.34PLTRLow:NVDA
37.49NVDADetails
Price/Sales
25.07
High:PLTR
117.41PLTRLow:NVDA
23.99NVDADetails
Price/CF
57.28
High:PLTR
258.05PLTRLow:NVDA
54.84NVDADetails
Price/FCF
62.33
High:PLTR
261.46PLTRLow:NVDA
59.73NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.07% | Nov 2021 | - | 50 |
-27.75% | Aug 2019 | Jul 2020 | 11 |
-5.25% | Feb 2021 | Aug 2021 | 6 |
-3.67% | Jun 2019 | Jul 2019 | 1 |
-3.58% | Sep 2021 | Oct 2021 | 1 |
-2.34% | Sep 2020 | Nov 2020 | 2 |
-0.97% | Apr 2019 | May 2019 | 1 |