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-3.15%
This Month
-2.26%
Year To Date
+47.46%
2 Years
+48.93%
5 Years
+27.16%
10 Years
+2.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash64.22%
- 💻 Electronic Technology14.47%
- 📈 Indexes4.29%
- 🖥️ Technology Services4.25%
- 👥 Copy Trading4.19%
- 🌾 Commodities2.45%
- 🛍️ Retail Trade1.43%
- 🧬 Health Technology1.35%
- 💰 Finance1.19%
- 🏥 Health Services0.53%
- 🍞 Consumer Non Durables0.47%
- 🛠️ Producer Manufacturing0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq16.79%
- 🇺🇸 NYSE9.63%
- 🌍 CFD4.29%
- 🌍 Commodity2.45%
- 🇬🇧 LSE1.43%
- 🇭🇰 Hong Kong Exchanges0.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.43%
- 🇱🇺 Luxembourg1.43%
- 🇨🇦 Canada1.05%
- 🇨🇳 China0.42%
- 🇮🇱 Israel0.22%
- 🇧🇲 Bermuda0.09%
- 🇹🇼 Taiwan0.09%
- 🇧🇷 Brazil0.09%
- 🇳🇱 Netherlands0.09%
- 🇨🇾 Cyprus0.09%
- 🇭🇰 Hong Kong0.09%
- 🇿🇦 South Africa0.09%
- 🇬🇧 United Kingdom0.08%
Dividends
Dividend Yield
0.32%
11 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BME.L (6.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-3.91
-3.91
-4
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-3.91
-3.91
-4
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.24
0.24
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.08
High:
AVGO
66.7AVGOLow:
INTC
-556.53INTCDetails
PEG Ratio
622.25
High:
MKC
21,917.81MKCLow:INTC
-566.72INTCDetails
Price/Book
31.05
High:
AAPL
43.77AAPLLow:
CNC
1.11CNCDetails
Price/Sales
8.78
High:AVGO
24.3AVGOLow:CNC
0.11CNCDetails
Price/CF
30.42
High:AVGO
65.63AVGOLow:CNC
3.98CNCDetails
Price/FCF
39.36
High:
WELL
556.33WELLLow:CNC
4.68CNCDetails
P/E Ratio
34.08
High:AVGO
66.7AVGOLow:INTC
-556.53INTCDetails
PEG Ratio
622.25
High:MKC
21,917.81MKCLow:INTC
-566.72INTCDetails
Price/Book
31.05
High:AAPL
43.77AAPLLow:CNC
1.11CNCDetails
Price/Sales
8.78
High:AVGO
24.3AVGOLow:CNC
0.11CNCDetails
Price/CF
30.42
High:AVGO
65.63AVGOLow:CNC
3.98CNCDetails
Price/FCF
39.36
High:WELL
556.33WELLLow:CNC
4.68CNCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.54% | Sep 2018 | Aug 2025 | 83 |
-10.27% | Mar 2014 | Jul 2018 | 52 |
-3.88% | Feb 2026 | - | 2 |
-0.98% | Nov 2025 | Jan 2026 | 2 |