Loading...
+12.24%
This Month
+4.87%
Year To Date
+37.31%
2 Years
+43.91%
5 Years
+40.32%
10 Years
+7.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing23.8%
- 💰 Finance21.45%
- 💻 Electronic Technology19.28%
- 📊 ETFs18.67%
- 🖥️ Technology Services16.77%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.51%
- 🇺🇸 NYSE42.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.31%
Dividends
Dividend Yield
0%
1 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-6.65
-6.65
-7
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-6.65
-6.65
-7
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.41
High:
PLTR
231.34PLTRLow:
OKLO
-93.11OKLODetails
PEG Ratio
39.65
High:
HOOD
136.07HOODLow:OKLO
-107.71OKLODetails
Price/Book
30.2
High:PLTR
47.39PLTRLow:OKLO
7.26OKLODetails
Price/Sales
23.72
High:PLTR
84.18PLTRLow:OKLO
-OKLODetails
Price/CF
47.2
High:PLTR
214.31PLTRLow:NVDA
44.64NVDADetails
Price/FCF
58.37
High:PLTR
217.77PLTRLow:NVDA
55.44NVDADetails
P/E Ratio
43.41
High:PLTR
231.34PLTRLow:OKLO
-93.11OKLODetails
PEG Ratio
39.65
High:HOOD
136.07HOODLow:OKLO
-107.71OKLODetails
Price/Book
30.2
High:PLTR
47.39PLTRLow:OKLO
7.26OKLODetails
Price/Sales
23.72
High:PLTR
84.18PLTRLow:OKLO
-OKLODetails
Price/CF
47.2
High:PLTR
214.31PLTRLow:NVDA
44.64NVDADetails
Price/FCF
58.37
High:PLTR
217.77PLTRLow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.17% | Sep 2021 | Feb 2024 | 29 |
-21.92% | Dec 2024 | Jun 2025 | 6 |
-16% | Mar 2026 | - | 2 |
-4.8% | Sep 2025 | Jan 2026 | 4 |
-4.72% | Apr 2024 | May 2024 | 1 |
-3.51% | Jul 2025 | Aug 2025 | 1 |
-1.93% | Oct 2024 | Nov 2024 | 1 |
-0.88% | Jul 2021 | Aug 2021 | 1 |