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-6.93%
This Month
-4.17%
Year To Date
+26.22%
2 Years
+34.45%
5 Years
+34.45%
10 Years
+9.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.41%
- 🛠️ Producer Manufacturing14.56%
- 🖥️ Technology Services6.29%
- 💵 Cash5.1%
- 🪨 Non Energy Minerals4.12%
- 💰 Finance3.49%
- 🧩 Miscellaneous2.46%
- 💻 Electronic Technology1.17%
- ⚡ Utilities1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.38%
- 🇺🇸 Nasdaq26.65%
- 🇳🇴 Oslo Stock Exchange9.27%
- 🇬🇧 LSE6.57%
- 🇭🇰 Hong Kong Exchanges6.11%
- 🇺🇸 Chicago Board Options Exchange3.51%
- 🇩🇰 Copenhagen Stock Exchange1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.13%
- 🇳🇴 Norway9.27%
- 🇨🇳 China6.11%
- 🇨🇭 Switzerland4.12%
- 🇬🇧 United Kingdom2.46%
- 🇩🇰 Denmark1%
Dividends
Performance Metrics
Score 3.9/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-3.48
-3.48
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
-3.48
-3.48
-4
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.15
High:
ORSTED.CO
54.64ORSTED.COLow:
OKLO
-126.35OKLODetails
PEG Ratio
68.09
High:
01211.HK
199.5601211.HKLow:OKLO
-140.49OKLODetails
Price/Book
3.04
High:
RGTI
15.54RGTILow:
KDK
-6.74KDKDetails
Price/Sales
1.07
High:
QUBT
2,581.95QUBTLow:OKLO
-OKLODetails
Price/CF
8.03
High:
AUTO.OL
50.58AUTO.OLLow:ORSTED.CO
6.99ORSTED.CODetails
Price/FCF
83.77
High:
FXPO.L
163.31FXPO.LLow:
QS
15.65QSDetails
P/E Ratio
21.15
High:ORSTED.CO
54.64ORSTED.COLow:OKLO
-126.35OKLODetails
PEG Ratio
68.09
High:01211.HK
199.5601211.HKLow:OKLO
-140.49OKLODetails
Price/Book
3.04
High:RGTI
15.54RGTILow:KDK
-6.74KDKDetails
Price/Sales
1.07
High:QUBT
2,581.95QUBTLow:OKLO
-OKLODetails
Price/CF
8.03
High:AUTO.OL
50.58AUTO.OLLow:ORSTED.CO
6.99ORSTED.CODetails
Price/FCF
83.77
High:FXPO.L
163.31FXPO.LLow:QS
15.65QSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.15% | Oct 2024 | Jun 2025 | 8 |
-9.48% | Feb 2026 | - | 2 |
-8.4% | Aug 2023 | Dec 2023 | 4 |
-6.73% | Feb 2023 | Jul 2023 | 5 |
-4.41% | Jan 2024 | Mar 2024 | 2 |
-2.76% | Oct 2025 | Jan 2026 | 3 |
-2.58% | Jul 2025 | Sep 2025 | 2 |
-2.14% | Apr 2024 | May 2024 | 1 |
-1.18% | Jun 2024 | Aug 2024 | 2 |