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+23.05%
This Month
+23.05%
Year To Date
+83.04%
2 Years
+83.04%
5 Years
+83.04%
10 Years
+57.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology20.56%
- 🛍️ Retail Trade13.55%
- 🖥️ Technology Services11.33%
- 🏥 Health Services10.6%
- 💵 Cash3.86%
- 📊 ETFs3.51%
- 💹 Forex3.3%
- 🚗 Consumer Durables2.5%
- 💼 Commercial Services2.17%
- 🚚 Transportation1.88%
- 💰 Finance1.02%
- 🪙 Cryptocurrencies0.95%
- 💻 Electronic Technology0.93%
- 🌾 Commodities0.59%
- ⛏️ Energy Minerals0.41%
- 🏭 Industrial Services0.17%
- 🍞 Consumer Non Durables0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.26%
- 🇺🇸 Nasdaq23.73%
- 🇺🇸 Chicago Board Options Exchange3.51%
- 🌍 FX3.3%
- 🌍 Digital Currency0.95%
- 🌍 Commodity0.59%
- 🇩🇪 FRA0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.35%
- 🇩🇰 Denmark14.93%
- 🇨🇳 China12.6%
- 🇸🇬 Singapore1.88%
- 🇮🇹 Italy0.24%
- 🇩🇪 Germany0.17%
Dividends
Dividend Yield
0.67%
10 out of 28 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TGT (4.15%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
22.96
22.96
-2
0
2
23
23
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
1.82
1.82
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
22.96
22.96
-2
0
2
23
23
Omega Ratio
1.44
1.44
0
1
1.5
2.5
2.5
Treynor Ratio
2.13
2.13
0
0.75
1.25
3
3
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.81
High:
PLTR
394.13PLTRLow:
ZETA
-172.35ZETADetails
PEG Ratio
119.87
High:PLTR
338.8PLTRLow:ZETA
-202.29ZETADetails
Price/Book
4.96
High:PLTR
60.95PLTRLow:
BYND
-0.09BYNDDetails
Price/Sales
2.03
High:
BMNR
1,279.61BMNRLow:
ACHR
-ACHRDetails
Price/CF
20.11
High:
MSTR
7,511.07MSTRLow:
OXY
4.21OXYDetails
Price/FCF
51.67
High:MSTR
1,187.5MSTRLow:
OSCR
6.67OSCRDetails
P/E Ratio
24.81
High:PLTR
394.13PLTRLow:ZETA
-172.35ZETADetails
PEG Ratio
119.87
High:PLTR
338.8PLTRLow:ZETA
-202.29ZETADetails
Price/Book
4.96
High:PLTR
60.95PLTRLow:BYND
-0.09BYNDDetails
Price/Sales
2.03
High:BMNR
1,279.61BMNRLow:ACHR
-ACHRDetails
Price/CF
20.11
High:MSTR
7,511.07MSTRLow:OXY
4.21OXYDetails
Price/FCF
51.67
High:MSTR
1,187.5MSTRLow:OSCR
6.67OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.41% | Oct 2024 | Sep 2025 | 11 |
-12.13% | Nov 2025 | Jan 2026 | 2 |