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+6.14%
This Month
-12.25%
Year To Date
+132.43%
2 Years
+58.16%
5 Years
+194.74%
10 Years
+13.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services48.05%
- 📊 ETFs13.23%
- 💻 Electronic Technology10.55%
- 🛍️ Retail Trade9.32%
- 🧩 Miscellaneous9.08%
- 🪙 Cryptocurrencies4.23%
- 💵 Cash1.54%
- 🚗 Consumer Durables0.97%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.92%
- 🇺🇸 NYSE23.27%
- 🌍 Digital Currency4.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.64%
- 🇨🇳 China10.28%
- 🇨🇭 Switzerland9.85%
Dividends
Dividend Yield
0.41%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.93%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.1/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
1.43
1.43
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
1.43
1.43
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.36
High:
PLTR
242.08PLTRLow:
CRWD
-322.68CRWDDetails
PEG Ratio
115.94
High:
GRMN
165.57GRMNLow:
NIO
-132.09NIODetails
Price/Book
15.16
High:PLTR
49.59PLTRLow:
JD.US
1.18JD.USDetails
Price/Sales
8.73
High:PLTR
88.09PLTRLow:JD.US
0.21JD.USDetails
Price/CF
39.25
High:PLTR
214.31PLTRLow:
META
14.62METADetails
Price/FCF
68.65
High:PLTR
217.77PLTRLow:JD.US
9.2JD.USDetails
P/E Ratio
54.36
High:PLTR
242.08PLTRLow:CRWD
-322.68CRWDDetails
PEG Ratio
115.94
High:GRMN
165.57GRMNLow:NIO
-132.09NIODetails
Price/Book
15.16
High:PLTR
49.59PLTRLow:JD.US
1.18JD.USDetails
Price/Sales
8.73
High:PLTR
88.09PLTRLow:JD.US
0.21JD.USDetails
Price/CF
39.25
High:PLTR
214.31PLTRLow:META
14.62METADetails
Price/FCF
68.65
High:PLTR
217.77PLTRLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.71% | Feb 2018 | Nov 2020 | 33 |
-42.09% | Jul 2021 | May 2025 | 46 |
-28.3% | Nov 2025 | - | 5 |
-13.58% | Jun 2025 | Jul 2025 | 1 |
-9.78% | Dec 2017 | Jan 2018 | 1 |
-8.92% | Apr 2021 | Jun 2021 | 2 |
-7.11% | Sep 2017 | Oct 2017 | 1 |
-6.9% | Jun 2017 | Aug 2017 | 2 |
-4.09% | Aug 2025 | Sep 2025 | 1 |