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+2.98%
This Month
+13.91%
Year To Date
+38.57%
2 Years
+68.92%
5 Years
+68.25%
10 Years
+6.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology12.43%
- 👥 Copy Trading11.54%
- 📊 ETFs11.54%
- 💰 Finance8.28%
- 🧬 Health Technology8.03%
- 🍞 Consumer Non Durables6.85%
- 🛍️ Retail Trade5.35%
- 🖥️ Technology Services4.38%
- 🧩 Miscellaneous3.81%
- 💵 Cash3.43%
- ⛏️ Energy Minerals3.27%
- 🛠️ Producer Manufacturing3.25%
- 💇♀️ Consumer Services2.97%
- 🪙 Cryptocurrencies2.42%
- 💼 Commercial Services2.21%
- 🚚 Transportation2.09%
- 🚗 Consumer Durables1.87%
- 🧪 Process Industries1.78%
- 🪨 Non Energy Minerals1.31%
- 📡 Communications1.17%
- 🏥 Health Services1.1%
- ⚡ Utilities1.07%
- 🏭 Industrial Services0.2%
- ❓ Other0.2%
- 📦 Distribution Services0.08%
- 🌾 Commodities0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.14%
- 🇺🇸 Nasdaq29.96%
- 🇬🇧 LSE5.38%
- 🇮🇹 Borsa Italiana3.68%
- 🇩🇪 FRA3.04%
- 🌍 Digital Currency2.42%
- 🇩🇪 Xetra ETFs2.05%
- 🇨🇭 SIX1.6%
- 🇫🇷 Euronext Paris1.14%
- 🇳🇱 Euronext Amsterdam0.64%
- 🇭🇰 Hong Kong Exchanges0.59%
- Regular Trading Hours - RTH0.33%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🇦🇪 Dubai Financial Market0.16%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.12%
- Tokyo Stock Exchange0.09%
- 🇺🇸 OTC Markets Stock Exchange0.08%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇫🇮 Helsinki Stock Exchange0.06%
- 🌍 Commodity0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.41%
- 🇮🇹 Italy3.41%
- 🇩🇪 Germany3.04%
- 🇨🇭 Switzerland2.89%
- 🇨🇳 China2.49%
- 🇨🇦 Canada2.34%
- 🇳🇱 Netherlands1.53%
- 🇬🇧 United Kingdom1.31%
- 🇹🇼 Taiwan1.23%
- 🇮🇪 Ireland1.03%
- 🇫🇷 France0.99%
- 🇭🇰 Hong Kong0.39%
- 🇩🇰 Denmark0.39%
- 🇸🇪 Sweden0.27%
- 🇧🇷 Brazil0.22%
- 🇰🇷 South Korea0.2%
- 🇸🇬 Singapore0.19%
- 🇧🇪 Belgium0.17%
- 🇳🇴 Norway0.15%
- 🇺🇾 Uruguay0.1%
- 🇿🇦 South Africa0.1%
- 🇮🇱 Israel0.09%
- 🇪🇸 Spain0.08%
- 🇨🇾 Cyprus0.07%
- 🇦🇺 Australia0.07%
- 🇫🇮 Finland0.06%
- 🇯🇵 Japan0.06%
- 🇱🇺 Luxembourg0.05%
- 🇧🇲 Bermuda0.03%
- 🇮🇳 India0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.32%
350 out of 543 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.12% | 4.57% | $0.94 |
 JeppeKirkBonde | 0.1% | 0.87% | - |
 KHC | 0.08% | 6.44% | $1.6 |
 MO | 0.05% | 6.5% | $3.92 |
 PFE | 0.04% | 6.32% | $1.66 |
 VZ | 0.03% | 5.76% | $2.66 |
 T.US | 0.02% | 4.46% | $1.11 |
 UPS | 0.02% | 6.44% | $6.5 |
 CVS | 0.02% | 2.81% | $2.54 |
 B | 0.01% | 2.15% | $0.4 |
 BATS.L | 0.01% | 5.89% | $2.36 |
 CSCO | 0.01% | 1.49% | $1.58 |
 C | 0.01% | 1.75% | $2.12 |
 BMY | 0.01% | 3.8% | $2.34 |
 NVS | 0.01% | 1.99% | $3.2 |
 NKE | 0.01% | 4.07% | $1.45 |
 KO | 0.01% | 2.34% | $1.89 |
 BAC | 0.01% | 1.74% | $0.96 |
 NESN.ZU | 0.01% | 3.91% | $3 |
 JD.US | 0.01% | 3.42% | $0.74 |
 JNJ | 0.01% | 1.93% | $4.81 |
 F | 0.01% | 4.3% | $0.78 |
 CA.PA | 0.01% | 6.1% | $0.87 |
 CMCSA | 0.01% | 5.06% | $1.2 |
 2318.HK | 0.01% | 5.66% | $2.63 |
 USB | 0.01% | 3.23% | $1.94 |
 D | 0.01% | 3.9% | $2.67 |
 ROP.ZU | 0.01% | 2.72% | $9.6 |
 MDT.US | 0.01% | 3.13% | $2.77 |
 MRK | 0.01% | 2.49% | $3.04 |
 MMM | 0.01% | 1.68% | $5.21 |
 MS | 0.01% | 1.86% | $3.4 |
 TD | 0.01% | 2.61% | $2.93 |
 GS | 0.01% | 1.65% | $11 |
 BBY | 0.01% | 4.38% | $3.72 |
 TGT | 0.01% | 2.99% | $4.42 |
 ULVR.L | 0.01% | 3.7% | $1.47 |
 VOW3.DE | 0.01% | 7.16% | $9.06 |
 CCI | 0.01% | 5.74% | $6.26 |
 DIS | 0.01% | 1.45% | $0.75 |
 EQIX | 0.01% | 1.82% | $16.19 |
 AES | 0.01% | 4.8% | $0.68 |
 PG | 0.01% | 2.97% | $3.83 |
 JPM | 0.01% | 1.65% | $4.4 |
 PEP | 0.01% | 4.1% | $5.15 |
 BNS | 0.01% | 3.62% | $3.09 |
 TAP | 0.01% | 4.64% | $1.7 |
 ZTO | 0.01% | 2.9% | - |
 DG.US | 0.01% | 1.97% | $2.36 |
 VIPS | 0.01% | 4.22% | $0.41 |
 VALE | 0.01% | 6.64% | $1.33 |
 NEE | 0.01% | 2.77% | $1.97 |
 ADM | 0.01% | 2.51% | $1.9 |
 MCD | 0.01% | 2.75% | $6.53 |
 SBUX | 0.01% | 2.33% | $2.24 |
 BAYN.DE | 0.01% | 0.23% | $0.11 |
 FIS.US | 0.01% | 4.1% | $1.76 |
 BEN | 0.01% | 3.89% | $1.23 |
 AMT | 0.01% | 4.05% | $6.56 |
 LVS | 0% | 2.43% | $0.8 |
 LUV | 0% | 1.69% | $0.72 |
 ABBN.ZU | 0% | 1.17% | $0.87 |
 APA | 0% | 2.37% | $1 |
 GIS | 0% | 6.46% | $2.36 |
 BABA | 0% | 0.81% | $0.98 |
 NEXI.MI | 0% | 7.25% | - |
 PNC | 0% | 2.82% | $6.2 |
 WMT | 0% | 0.86% | $0.81 |
 SWKS | 0% | 4.29% | $2.72 |
 DOW | 0% | 4.52% | $2.8 |
 HD | 0% | 2.74% | $8.52 |
 PM | 0% | 3.17% | $5.2 |
 VTRS | 0% | 2.97% | $0.48 |
 MOS | 0% | 4.17% | $0.82 |
 CPR.MI | 0% | 1.7% | $0.07 |
 HUM | 0% | 0.92% | $3.54 |
 KER.PA | 0% | 1.17% | $14 |
 ALB | 0% | 1.24% | $1.6 |
 CON.DE | 0% | 3.96% | $2.2 |
 COLD | 0% | 6.19% | $0.88 |
 PYPL | 0% | 0.7% | - |
 EIX | 0% | 4.75% | $3.04 |
 GRMN | 0% | 1.42% | $3.71 |
 FME.DE | 0% | 3.65% | $1.19 |
 GM | 0% | 0.79% | $0.42 |
 ENB | 0% | 5.33% | $2.66 |
 MET.US | 0% | 2.41% | $2.11 |
 ABT.US | 0% | 2.21% | $2.16 |
 BLK | 0% | 1.92% | $20.2 |
 WDS | 0% | 4.6% | $1.36 |
 TME | 0% | 2.65% | $0.12 |
 LKQ | 0% | 4.8% | $1.18 |
 VOD.L | 0% | 3.36% | $0.08 |
 FMC | 0% | 8.1% | $2.32 |
 RI.PA | 0% | 6.89% | $4.7 |
 PRU.L | 0% | 1.92% | $0.28 |
 TSN | 0% | 3.54% | $1.96 |
 WU | 0% | 13.04% | $0.94 |
 2628.HK | 0% | 3.61% | $0.47 |
 EL | 0% | 1.67% | $2.64 |
 UMC | 0% | 1.71% | $0.36 |
 GSK.L | 0% | 3.54% | $0.59 |
 BG | 0% | 2.52% | $2.7 |
 RTX | 0% | 1.26% | $2.44 |
 PSA | 0% | 3.8% | $12 |
 FUTU | 0% | 2.35% | - |
 ABBV | 0% | 2.67% | $6.06 |
 RY | 0% | 2.27% | $4.03 |
 FDX | 0% | 1.7% | $5.16 |
 PII | 0% | 3.99% | $2.62 |
 UNP | 0% | 1.85% | $5.2 |
 SW | 0% | 3.73% | $1.18 |
 DGE.L | 0% | 3.73% | $0.81 |
 DPZ | 0% | 2.23% | $5.44 |
 IBE.MC | 0% | 3.44% | $0.45 |
 V | 0% | 0.71% | $2.01 |
 TU | 0% | 12.39% | $1.11 |
 NEM | 0% | 0.88% | $1.3 |
 LYB | 0% | 6.44% | $5.09 |
 EDU | 0% | 2.13% | - |
 EBAY | 0% | 1.17% | $1.04 |
 TXN | 0% | 2.07% | $5.14 |
 PSKY | 0% | 1.92% | $0.2 |
 AIR.PA | 0% | 1.53% | $1.8 |
 BUD | 0% | 1.29% | $0.65 |
 M.US | 0% | 3.22% | $0.68 |
 NTR | 0% | 3.15% | $2.14 |
 CAG | 0% | 9.02% | $1.4 |
 HON | 0% | 2.09% | $4.27 |
 ADT | 0% | 3.05% | $0.18 |
 BMO | 0% | 2.69% | $4.4 |
 SWK | 0% | 3.39% | $3.24 |
 AEP | 0% | 3.01% | $3.47 |
 SPGI | 0% | 0.93% | $3.62 |
 GPC | 0% | 3.24% | $3.9 |
 KDP | 0% | 3.04% | $0.86 |
 LW | 0% | 2.98% | $1.28 |
 CPB | 0% | 6.82% | $1.48 |
 HSY | 0% | 3.11% | $5.12 |
 BARC.L | 0% | 1.71% | $0.08 |
 NSC | 0% | 1.58% | $5.4 |
 SIRI | 0% | 3.77% | $0.1 |
 SRG.MI | 0% | 5.23% | $0.28 |
 MTCH | 0% | 2.03% | - |
 WHR | 0% | 11.33% | $7 |
 DVN | 0% | 2.18% | $2.05 |
 HAS | 0% | 3.04% | $2.8 |
 CCL | 0% | 1.65% | - |
 VLY | 0% | 2.96% | $0.44 |
 YUMC | 0% | 2.26% | $0.58 |
 WDC | 0% | 0.1% | - |
 COLB | 0% | 4.57% | $1.44 |
 XEL | 0% | 2.96% | $2.13 |
 EXC | 0% | 3.64% | $1.48 |
 INTU | 0% | 1.37% | $3.6 |
 TPR | 0% | 1.21% | $1.4 |
 BCE | 0% | 5.37% | $2.9 |
 ASML | 0% | 0.42% | $5.57 |
 STMMI.MI | 0% | 0.69% | $0.28 |
 HRL | 0% | 4.82% | $1.12 |
 RYAAY | 0% | 1.27% | $0.93 |
 CFG | 0% | 2.49% | $1.68 |
 VFC | 0% | 2.52% | $0.57 |
 HII | 0% | 1.73% | $5.14 |
 RF | 0% | 3.38% | $0.96 |
 BBWI | 0% | 3.99% | $0.8 |
 HR | 0% | 5.02% | $1.24 |
 KMI | 0% | 3.61% | $1.14 |
 GLPI | 0% | 7.51% | $2.98 |
 IIPR | 0% | 13.79% | $7.34 |
 NXPI | 0% | 1.81% | $4.06 |
 COF | 0% | 1.35% | $2.4 |
 VIE.PA | 0% | 4.43% | $1.25 |
 MC.PA | 0% | 2.9% | $13 |
 DAL | 0% | 0.91% | $0.3 |
 1109.HK | 0% | 3.88% | $1.58 |
 KVUE | 0% | 4.41% | $0.8 |
 SJM | 0% | 3.76% | $4.24 |
 CNXC | 0% | 6.08% | $1.18 |
 NVO | 0% | 2.69% | $0.98 |
 PRY.MI | 0% | 0.72% | $0.7 |
 VICI | 0% | 6.94% | $1.66 |
 DUK | 0% | 3.45% | $4.1 |
 MCHP | 0% | 2.37% | $1.75 |
 ACN | 0% | 3.78% | $4.99 |
 MA | 0% | 0.59% | $2.46 |
 ATKR | 0% | 1.41% | $0.64 |
 QCOM | 0% | 2.24% | $3.25 |
 IFF | 0% | 1.98% | $2.42 |
 VAC | 0% | 2.77% | $3 |
 LEA | 0% | 2.49% | $3.08 |
 CM | 0% | 2.52% | $2.6 |
 RPRX | 0% | 1.52% | $0.82 |
 HP | 0% | 2.26% | $1.68 |
 MTB | 0% | 2.42% | $5.25 |
 HOG | 0% | 2.7% | $0.68 |
 TROW | 0% | 4.68% | $4.92 |
 MUR | 0% | 3.84% | $1.15 |
 AMAT | 0% | 0.39% | $1.44 |
 XYL | 0% | 1.47% | $1.38 |
 NEX.PA | 0% | 2.1% | $2.3 |
 HEIA.NV | 0% | 2.63% | $1.73 |
 WEN | 0% | 6.64% | $1 |
 RCI | 0% | 3.99% | $1.48 |
 BF-B | 0% | 3.39% | $0.86 |
 EQNR | 0% | 2.76% | $1.02 |
 XRAY | 0% | 5.76% | $0.6 |
 02020.HK | 0% | 3.4% | $1.97 |
 LRCX | 0% | 0.32% | $8 |
 LXP | 0% | 4.58% | $0.51 |
 EMN | 0% | 4.64% | $3.22 |
 MKC | 0% | 3.47% | $1.62 |
 RHI | 0% | 5.39% | $2.02 |
 NDAQ | 0% | 1.16% | $0.9 |
 SU.PA | 0% | 1.42% | $3.5 |
 SYK | 0% | 1.05% | $3.15 |
 EDEN.PA | 0% | 4.72% | $1.1 |
 LEVI | 0% | 2.64% | $0.48 |
 MGA | 0% | 2.76% | $1.88 |
 TFX | 0% | 1.03% | $1.36 |
 SON | 0% | 3.72% | $2.05 |
 NSP | 0% | 4.59% | $2.31 |
 NWL | 0% | 4.72% | $0.28 |
 GEF | 0% | 2.65% | $2.08 |
 HMC | 0% | 3.68% | $0.65 |
 BRSL | 0% | 8% | $0.8 |
 02319.HK | 0% | 3.27% | $0.54 |
 SCHW | 0% | 1.06% | $1 |
 PLD | 0% | 2.99% | $3.66 |
 GPN | 0% | 1.11% | $1 |
 OLN | 0% | 4.33% | $0.8 |
 MKTX | 0% | 1.9% | $2.92 |
 GAW.L | 0% | 2.33% | $5.5 |
 GLW | 0% | 0.7% | $1.12 |
 LHX | 0% | 1.75% | $4.6 |
 ASH | 0% | 2.26% | $1.56 |
 MCO | 0% | 0.82% | $3.24 |
 CF | 0% | 1.75% | $1.8 |
 GL | 0% | 0.69% | $0.93 |
 PAYC | 0% | 0.7% | $1.5 |
 DHR | 0% | 0.73% | $1.05 |
 BDX | 0% | 2.32% | $3.76 |
 MTN | 0% | 5.93% | $8.56 |
 GGB | 0% | 2.4% | $0.22 |
 PTEN | 0% | 2.97% | $0.32 |
 MONC.MI | 0% | 2.96% | $1.15 |
 ETN | 0% | 0.99% | $3.6 |
 MDLZ | 0% | 3.21% | $1.7 |
 BAX | 0% | 0.78% | $1.16 |
 PLTK | 0% | 13.45% | $0.2 |
 CNH.US | 0% | 1% | $0.47 |
 PUK | 0% | 1.79% | $0.41 |
 CHRW | 0% | 1.74% | $2.44 |
 VSH | 0% | 1.19% | $0.4 |
 TT | 0% | 0.89% | $3.27 |
 APD | 0% | 2.38% | $7.04 |
 AFG | 0% | 2.42% | $2.76 |
 DLO | 0% | 1.44% | - |
 CRI | 0% | 2.66% | $3.1 |
 SIGI | 0% | 1.83% | $1.35 |
 VC | 0% | 1.23% | - |
 CTVA | 0% | 0.92% | $0.64 |
 CL | 0% | 2.32% | $1.96 |
 INFY | 0% | 3.77% | $0.39 |
 CWT | 0% | 2.55% | $1.08 |
 DOX | 0% | 3.79% | $1.83 |
 ELV | 0% | 1.74% | $6.22 |
 LOW | 0% | 2.24% | $4.45 |
 SLB | 0% | 2.22% | $1.05 |
 BBD | 0% | 2.07% | $0.06 |
 AWK | 0% | 2.5% | $2.89 |
 ABEV | 0% | 1.97% | $0.13 |
 FOXA | 0% | 0.8% | $0.52 |
 CE | 0% | 0.27% | $2.8 |
 CAP.PA | 0% | 3.17% | $3.4 |
 WTW | 0% | 1.17% | $3.44 |
 SBAC | 0% | 2.66% | $3.66 |
 REYN | 0% | 3.57% | $0.92 |
 CNI | 0% | 2.04% | $2.42 |
 FCX | 0% | 0.91% | $0.6 |
 ROCKB.CO | 0% | 1.86% | $43 |
 AMP.MI | 0% | 2.32% | $0.29 |
 SIG | 0% | 1.58% | $1.04 |
 AAL.L | 0% | 0.75% | $0.77 |
 GOOG | 0% | 0.25% | $0.2 |
 BWA | 0% | 1% | $0.44 |
 VRSK | 0% | 1.06% | $1.46 |
 MSFT | 0% | 0.76% | $3 |
 HUN | 0% | 5.1% | $0.98 |
 ZBH | 0% | 0.97% | $0.96 |
 SNDR | 0% | 1.1% | $0.37 |
 ECL | 0% | 1.03% | $2.24 |
 MU | 0% | 0.06% | $0.46 |
 CC.US | 0% | 2.27% | $1 |
 MMS | 0% | 2.29% | $1.18 |
 BC | 0% | 2.15% | $1.64 |
 TROX | 0% | 3.61% | $0.5 |
 ANTO.L | 0% | 1.35% | $0.29 |
 BALL | 0% | 1.3% | $0.8 |
 NUE | 0% | 0.85% | $2.13 |
 NDSN | 0% | 1.1% | $2.72 |
 WERN | 0% | 1.46% | $0.56 |
 AIN | 0% | 1.77% | $1.03 |
 ST | 0% | 1.11% | $0.48 |
 UI | 0% | 0.55% | $2.4 |
 TNET | 0% | 1.62% | $0.25 |
 BYD | 0% | 0.92% | $0.66 |
 ZTS | 0% | 2.82% | $1.67 |
 TRU.US | 0% | 0.6% | $0.42 |
 AGCO | 0% | 1.2% | $1.16 |
 WYNN | 0% | 0.99% | $1 |
 NIBEB.ST | 0% | 0.92% | $0.65 |
 BTU | 0% | 1.19% | $0.3 |
 NVDA | 0% | 0.13% | $0.02 |
 TSM | 0% | 0.72% | $1.74 |
 TMO | 0% | 0.31% | $1.48 |
 SAIC | 0% | 1.18% | $1.48 |
 FUL | 0% | 1.59% | $0.84 |
 CNMD | 0% | 1.62% | $0.8 |
 ASML.NV | 0% | 0.49% | $6.1 |
 KWR | 0% | 1.23% | $1.82 |
 LLY | 0% | 0.55% | $4.86 |
 UNF | 0% | 0.5% | $1.3 |
 SMSN.L | 0% | 0.33% | $23.68 |
 SONY | 0% | 0.47% | $0.49 |
 ICFI | 0% | 0.64% | $0.56 |
 LEG | 0% | 2.14% | $1.43 |
 CGNX | 0% | 0.53% | $0.3 |
 GFS | 0% | 0.24% | - |
 WAB | 0% | 0.38% | $0.74 |
 JBTM | 0% | 0.35% | $0.4 |
 FLG | 0% | 0.29% | $0.4 |
 WST | 0% | 0.26% | $0.8 |
 ISF.L | 0% | 0.03% | - |
 DBRG | 0% | 0.25% | $0.04 |
 SEB.US | 0% | 0.2% | $9 |
 IBZL.L | 0% | 0.04% | - |
 XDJP.L | 0% | 0.01% | - |
 FRCB | 0% | 360000% | $1.08 |
 VLTO | 0% | -0.54% | $-0.27 |
 PRX.NV | 0% | -0.76% | $-0.07 |
 SFGYY | 0% | -2.49% | - |
 SOLS | 0% | -0.25% | - |
 SCCO | 0% | -1.92% | $-3.76 |
 GEHC | 0% | -0.19% | $-0.12 |
 ACLN.ZU | 0% | -1.98% | $-0.85 |
 VSNT | 0% | -1.9% | - |
 VALT.L | 0% | -1.76% | - |
 GEV | 0% | -0.17% | - |
 SDZNY | 0% | -0.68% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
2628.HK | Pay Day | Aug 20, 2026 | $0.09 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
APA | Pay Day | Aug 21, 2026 | $0.25 |
RY | Pay Day | Aug 24, 2026 | $1.27 |
BMO | Pay Day | Aug 26, 2026 | $1.24 |
EQNR | Pay Day | Aug 27, 2026 | $0.39 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
BG | Pay Day | Sep 1, 2026 | $0.72 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
ABEV | Pay Day | Jan 11, 2027 | $0.01 |
Performance Metrics
Score 3.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-5.66
-5.66
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-5.66
-5.66
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.53
High:VSH
2,791.88VSHLow:
BILL
-31,815.38BILLDetails
PEG Ratio
539.74
High:DHR
76,940DHRLow:
CRWD
-5,401.66CRWDDetails
Price/Book
4.96
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
3.55
High:
SPCE
155.93SPCELow:FRCB
0FRCBDetails
Price/CF
14.55
High:
CHRS
186.99CHRSLow:BBD
0.68BBDDetails
Price/FCF
26.03
High:LXP
4,892.04LXPLow:BBD
0.72BBDDetails
P/E Ratio
33.53
High:VSH
2,791.88VSHLow:BILL
-31,815.38BILLDetails
PEG Ratio
539.74
High:DHR
76,940DHRLow:CRWD
-5,401.66CRWDDetails
Price/Book
4.96
High:CL
509.02CLLow:MCD
-151.69MCDDetails
Price/Sales
3.55
High:SPCE
155.93SPCELow:FRCB
0FRCBDetails
Price/CF
14.55
High:CHRS
186.99CHRSLow:BBD
0.68BBDDetails
Price/FCF
26.03
High:LXP
4,892.04LXPLow:BBD
0.72BBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.39% | Dec 2017 | May 2021 | 41 |
-22.87% | Nov 2021 | Jul 2023 | 20 |
-9.1% | Aug 2023 | Dec 2023 | 4 |
-6.06% | Mar 2026 | Apr 2026 | 1 |
-5.61% | Mar 2025 | Jun 2025 | 3 |
-3.6% | Jul 2026 | - | 2 |
-3.41% | Jun 2021 | Oct 2021 | 4 |
-3.37% | Apr 2024 | Jul 2024 | 3 |
-3.08% | Dec 2024 | Jan 2025 | 1 |
-1.15% | Oct 2024 | Nov 2024 | 1 |
-0.78% | Jan 2024 | Feb 2024 | 1 |