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0%
Today
+1.01%
This Month
-5.43%
Year To Date
+52.26%
2 Years
+57.41%
5 Years
+16.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- π΅ Cash82.33%
- π₯οΈ Technology Services14%
- π» Electronic Technology6.88%
- πΌ Commercial Services1.52%
- ποΈ Retail Trade0.89%
- π Consumer Durables0.45%
- 𧬠Health Technology0.24%
- πββοΈ Consumer Services0.19%
Exchanges Breakdown
- Exchange
- Total
- πΊπΈ Nasdaq17.2%
- πΊπΈ NYSE6.97%
Countries Breakdown
- Country
- Total
- πΊπΈ United States22.42%
- π¨π¦ Canada0.89%
- π¨π³ China0.85%
Dividends
Dividend Yield
0.03%
10 out of 38 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $AVGO (0.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT | Pay Day | Jun 12, 2025 | $0.83 |
 BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
 META | Ex-Dividend | Jun 16, 2025 | $0.52 |
 CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
 AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
META | Pay Day | Jun 26, 2025 | $0.52 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
 INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
Performance Metrics
Score 5.6/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.83
2.83
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
2.83
2.83
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.93
High:
PLTR
557.73PLTRLow:
HUBS
-1,362.4HUBSDetails
PEG Ratio
24.86
High:
AXON
789AXONLow:HUBS
-1,637.41HUBSDetails
Price/Book
14.87
High:PLTR
55.56PLTRLow:
RUN
0.74RUNDetails
Price/Sales
10.7
High:PLTR
104.67PLTRLow:RUN
1.05RUNDetails
Price/CF
26.66
High:PLTR
161.45PLTRLow:
ON
7.06ONDetails
Price/FCF
42.35
High:PLTR
163.42PLTRLow:ON
10.12ONDetails
P/E Ratio
38.93
High:PLTR
557.73PLTRLow:HUBS
-1,362.4HUBSDetails
PEG Ratio
24.86
High:AXON
789AXONLow:HUBS
-1,637.41HUBSDetails
Price/Book
14.87
High:PLTR
55.56PLTRLow:RUN
0.74RUNDetails
Price/Sales
10.7
High:PLTR
104.67PLTRLow:RUN
1.05RUNDetails
Price/CF
26.66
High:PLTR
161.45PLTRLow:ON
7.06ONDetails
Price/FCF
42.35
High:PLTR
163.42PLTRLow:ON
10.12ONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.55% | Feb 2021 | Nov 2024 | 45 |
-9.86% | Dec 2024 | - | 7 |
-5.54% | Mar 2020 | Apr 2020 | 1 |
-2.75% | Sep 2020 | Nov 2020 | 2 |