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+6.96%
This Month
+6.96%
Year To Date
+45.96%
2 Years
+58.61%
5 Years
+58.61%
10 Years
+11.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous30.33%
- 🪙 Cryptocurrencies16%
- 🌾 Commodities9.35%
- 🚗 Consumer Durables9.29%
- 🖥️ Technology Services9.19%
- 💰 Finance5.65%
- 🛠️ Producer Manufacturing4.49%
- 💻 Electronic Technology4.13%
- 💼 Commercial Services3.97%
- 🧬 Health Technology3.9%
- 🍞 Consumer Non Durables3.49%
- 💵 Cash0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.49%
- 🌍 Digital Currency16%
- 🇺🇸 Nasdaq11.34%
- 🇳🇱 Euronext Amsterdam10.74%
- 🌍 Commodity9.35%
- 🇩🇪 FRA6.99%
- 🇬🇧 LSE3.97%
- 🇪🇸 Bolsa De Madrid2.76%
- 🇫🇷 Euronext Paris2.15%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada30.33%
- 🇺🇸 United States17.5%
- 🇳🇱 Netherlands12.89%
- 🇩🇪 Germany6.99%
- 🇬🇧 United Kingdom3.97%
- 🇪🇸 Spain2.76%
Dividends
Dividend Yield
-0.35%
11 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $HOG (3.51%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JDEP.NV | Pay Day | Jan 23, 2026 | $0.38 |
Performance Metrics
Score 5/10
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
0.88
0.88
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
0.63
0.63
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
0.88
0.88
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.16
High:
PLTR
394.13PLTRLow:
PHARM.NV
-7,590PHARM.NVDetails
PEG Ratio
-1,068.13
High:PLTR
338.8PLTRLow:PHARM.NV
-7,654.05PHARM.NVDetails
Price/Book
7.49
High:PLTR
60.95PLTRLow:
STLAP.PA
0.32STLAP.PADetails
Price/Sales
8.34
High:PLTR
111.21PLTRLow:
OKLO
-OKLODetails
Price/CF
29.85
High:PLTR
258.05PLTRLow:
WPP.L
6.14WPP.LDetails
Price/FCF
60.89
High:
RHM.DE
5,198.92RHM.DELow:
HOG
11.17HOGDetails
P/E Ratio
38.16
High:PLTR
394.13PLTRLow:PHARM.NV
-7,590PHARM.NVDetails
PEG Ratio
-1,068.13
High:PLTR
338.8PLTRLow:PHARM.NV
-7,654.05PHARM.NVDetails
Price/Book
7.49
High:PLTR
60.95PLTRLow:STLAP.PA
0.32STLAP.PADetails
Price/Sales
8.34
High:PLTR
111.21PLTRLow:OKLO
-OKLODetails
Price/CF
29.85
High:PLTR
258.05PLTRLow:WPP.L
6.14WPP.LDetails
Price/FCF
60.89
High:RHM.DE
5,198.92RHM.DELow:HOG
11.17HOGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.32% | Jul 2023 | Feb 2024 | 7 |
-14.05% | Jun 2024 | May 2025 | 11 |
-7.58% | Nov 2021 | Nov 2022 | 12 |
-7.37% | Oct 2025 | Jan 2026 | 3 |
-3.76% | Apr 2024 | May 2024 | 1 |
-3.7% | Mar 2023 | Jun 2023 | 3 |
-3.64% | Dec 2022 | Jan 2023 | 1 |
-1% | Sep 2021 | Oct 2021 | 1 |
-0.48% | Aug 2025 | Sep 2025 | 1 |