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0%
This Month
-4.81%
Year To Date
+20.82%
2 Years
+35.77%
5 Years
+135.84%
10 Years
+16.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.9%
- 🖥️ Technology Services20.09%
- 🛍️ Retail Trade10.5%
- 📊 ETFs8.36%
- 🧩 Miscellaneous5.04%
- 💻 Electronic Technology1.98%
- 🛠️ Producer Manufacturing1.41%
- 🪙 Cryptocurrencies1.35%
- 💹 Forex1.03%
- ⛏️ Energy Minerals0.87%
- 🚗 Consumer Durables0.82%
- 🧬 Health Technology0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.16%
- 🇺🇸 NYSE15.67%
- 🌍 Digital Currency1.35%
- 🌍 FX1.03%
- 🇫🇷 Euronext Paris1.01%
- 🇩🇪 FRA0.82%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇳🇱 Euronext Amsterdam0.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.16%
- 🇨🇳 China1.06%
- 🇫🇷 France1.01%
- 🇧🇷 Brazil0.87%
- 🇩🇪 Germany0.82%
- 🇩🇰 Denmark0.69%
- 🇳🇱 Netherlands0.4%
- 🇮🇱 Israel0.35%
Dividends
Dividend Yield
0.41%
11 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LIGHT.NV (8.41%)
Performance Metrics
Score 6.6/10
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
8.41
8.41
-2
0
2
9
9
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
2.69
2.69
0
0.75
1.25
3
3
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.33
1.33
0
1
2
3
3
Jensen's Alpha
8.41
8.41
-2
0
2
9
9
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
2.69
2.69
0
0.75
1.25
3
3
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.32
High:
NVDA
35.86NVDALow:
CRWD
-531.64CRWDDetails
PEG Ratio
115.81
High:
NOVO-B.CO
661.18NOVO-B.COLow:
PBR.A
3.51PBR.ADetails
Price/Book
6.78
High:NVDA
27.16NVDALow:
VOW3.DE
0.26VOW3.DEDetails
Price/Sales
5.48
High:CRWD
21.1CRWDLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
19.49
High:CRWD
70.67CRWDLow:PBR.A
2.12PBR.ADetails
Price/FCF
75.54
High:
BABA
1,196.17BABALow:
FVRR
6.57FVRRDetails
P/E Ratio
26.32
High:NVDA
35.86NVDALow:CRWD
-531.64CRWDDetails
PEG Ratio
115.81
High:NOVO-B.CO
661.18NOVO-B.COLow:PBR.A
3.51PBR.ADetails
Price/Book
6.78
High:NVDA
27.16NVDALow:VOW3.DE
0.26VOW3.DEDetails
Price/Sales
5.48
High:CRWD
21.1CRWDLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
19.49
High:CRWD
70.67CRWDLow:PBR.A
2.12PBR.ADetails
Price/FCF
75.54
High:BABA
1,196.17BABALow:FVRR
6.57FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.53% | Sep 2021 | Dec 2023 | 27 |
-5.87% | Feb 2026 | - | 3 |
-4.14% | Feb 2025 | May 2025 | 3 |
-1.07% | Apr 2024 | May 2024 | 1 |
-0.68% | Oct 2024 | Nov 2024 | 1 |
-0.37% | Nov 2025 | Jan 2026 | 2 |