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+1.4%
This Month
+29.26%
Year To Date
+80.55%
2 Years
+121.17%
5 Years
+130.83%
10 Years
+17.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.44%
- 🪙 Cryptocurrencies20.42%
- 📊 ETFs18.17%
- 🖥️ Technology Services17.35%
- 💰 Finance8.25%
- 🧬 Health Technology8.04%
- 🚗 Consumer Durables1.3%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.98%
- 🇺🇸 Nasdaq31.76%
- 🌍 Digital Currency20.42%
- 🇬🇧 LSE12.2%
- 🇩🇪 Xetra ETFs1.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.36%
- 🇬🇧 United Kingdom12.2%
- 🇮🇱 Israel0.83%
Dividends
Dividend Yield
0.96%
5 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (5.72%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
3.04
3.04
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
3.04
3.04
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
47.54
High:
PLTR
452.25PLTRLow:
BILL
-205.43BILLDetails
PEG Ratio
649.16
High:
O
2,886.2OLow:BILL
-404.99BILLDetails
Price/Book
16.73
High:PLTR
69.93PLTRLow:
ABBV
-151.73ABBVDetails
Price/Sales
13.95
High:PLTR
127.61PLTRLow:
BA.L
1.9BA.LDetails
Price/CF
36.21
High:PLTR
258.05PLTRLow:O
14.78ODetails
Price/FCF
59.78
High:PLTR
261.46PLTRLow:BILL
17.23BILLDetails
P/E Ratio
47.54
High:PLTR
452.25PLTRLow:BILL
-205.43BILLDetails
PEG Ratio
649.16
High:O
2,886.2OLow:BILL
-404.99BILLDetails
Price/Book
16.73
High:PLTR
69.93PLTRLow:ABBV
-151.73ABBVDetails
Price/Sales
13.95
High:PLTR
127.61PLTRLow:BA.L
1.9BA.LDetails
Price/CF
36.21
High:PLTR
258.05PLTRLow:O
14.78ODetails
Price/FCF
59.78
High:PLTR
261.46PLTRLow:BILL
17.23BILLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.36% | Nov 2021 | Feb 2024 | 27 |
-9.76% | Nov 2025 | - | 2 |
-7.32% | Sep 2021 | Oct 2021 | 1 |
-6.69% | May 2021 | Aug 2021 | 3 |
-6.55% | Feb 2025 | May 2025 | 3 |
-5.04% | Apr 2024 | May 2024 | 1 |
-2.86% | Aug 2024 | Sep 2024 | 1 |
-2.68% | Dec 2024 | Jan 2025 | 1 |
-1.41% | Jan 2021 | Feb 2021 | 1 |
-0.53% | Jun 2024 | Jul 2024 | 1 |