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-6.8%
This Month
-7.89%
Year To Date
+19.85%
2 Years
-4.03%
5 Years
+21.08%
10 Years
+3.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.76%
- 💵 Cash16.15%
- 🛍️ Retail Trade10.28%
- 🪙 Cryptocurrencies9.98%
- 💰 Finance9.83%
- 💻 Electronic Technology9.74%
- 🏥 Health Services9.48%
- ❓ Other2.15%
- ⛏️ Energy Minerals0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.23%
- 🇺🇸 NYSE19.22%
- 🇩🇪 FRA14.03%
- 🌍 Digital Currency9.98%
- Regular Trading Hours - RTH4.76%
- 🇬🇧 LSE0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.79%
- 🇮🇪 Ireland2.61%
- 🇰🇿 Kazakhstan1.68%
- 🇷🇺 Russia0.12%
Dividends
Dividend Yield
0.56%
8 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.82
High:
AMD
76.78AMDLow:
SGGD.L
0.16SGGD.LDetails
PEG Ratio
121.11
High:
KSPI
582.47KSPILow:
OGZDL.L
0.01OGZDL.LDetails
Price/Book
6.57
High:
GOOG
8.81GOOGLow:SGGD.L
0.02SGGD.LDetails
Price/Sales
4.86
High:
HOOD
15.4HOODLow:
UNH
0.59UNHDetails
Price/CF
21.54
High:HOOD
90.65HOODLow:KSPI
2.47KSPIDetails
Price/FCF
73.14
High:
AMZN
325.85AMZNLow:KSPI
2.72KSPIDetails
P/E Ratio
26.82
High:AMD
76.78AMDLow:SGGD.L
0.16SGGD.LDetails
PEG Ratio
121.11
High:KSPI
582.47KSPILow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
6.57
High:GOOG
8.81GOOGLow:SGGD.L
0.02SGGD.LDetails
Price/Sales
4.86
High:HOOD
15.4HOODLow:UNH
0.59UNHDetails
Price/CF
21.54
High:HOOD
90.65HOODLow:KSPI
2.47KSPIDetails
Price/FCF
73.14
High:AMZN
325.85AMZNLow:KSPI
2.72KSPIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.29% | Jul 2021 | Jun 2025 | 47 |
-18.09% | Oct 2025 | - | 5 |
-4.77% | Sep 2020 | Nov 2020 | 2 |
-0.48% | Mar 2021 | Apr 2021 | 1 |