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+41.41%
This Month
+101.76%
Year To Date
+163.07%
2 Years
+151%
5 Years
+230.42%
10 Years
+16.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏥 Health Services66.8%
- 🚗 Consumer Durables13.18%
- 🖥️ Technology Services12.41%
- 🛍️ Retail Trade7.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE87.59%
- 🇺🇸 Nasdaq12.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.21%
- 🇨🇳 China20.79%
Dividends
Dividend Yield
0.06%
1 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BABA (0.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BABA | 0.06% | 0.85% | $0.98 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
1.05
1.05
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
1.05
1.05
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
73.27
High:
PLTR
692.62PLTRLow:
NIO
-2.77NIODetails
PEG Ratio
97.51
High:PLTR
839.5PLTRLow:NIO
-70.51NIODetails
Price/Book
6.85
High:PLTR
69PLTRLow:NIO
-173.6NIODetails
Price/Sales
6.24
High:PLTR
129.98PLTRLow:NIO
1NIODetails
Price/CF
35.23
High:PLTR
161.45PLTRLow:
BABA
13.98BABADetails
Price/FCF
59.64
High:PLTR
163.42PLTRLow:BABA
29.47BABADetails
P/E Ratio
73.27
High:PLTR
692.62PLTRLow:NIO
-2.77NIODetails
PEG Ratio
97.51
High:PLTR
839.5PLTRLow:NIO
-70.51NIODetails
Price/Book
6.85
High:PLTR
69PLTRLow:NIO
-173.6NIODetails
Price/Sales
6.24
High:PLTR
129.98PLTRLow:NIO
1NIODetails
Price/CF
35.23
High:PLTR
161.45PLTRLow:BABA
13.98BABADetails
Price/FCF
59.64
High:PLTR
163.42PLTRLow:BABA
29.47BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.71% | Feb 2018 | Nov 2020 | 33 |
-42.09% | Jul 2021 | May 2025 | 46 |
-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 |