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-0.18%
Today
+1.73%
This Month
+1.04%
Year To Date
+14.33%
2 Years
+32.71%
5 Years
+6.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.75%
- 📊 ETFs13.45%
- 💻 Electronic Technology6.7%
- 🖥️ Technology Services6.09%
- 🌾 Commodities3.7%
- 🚚 Transportation3.23%
- 🚗 Consumer Durables3.22%
- 🏭 Industrial Services1.28%
- 🪨 Non Energy Minerals1.26%
- 🧬 Health Technology1.13%
- 🍞 Consumer Non Durables1.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.84%
- 🇺🇸 NYSE10.12%
- 🇬🇧 LSE4.49%
- 🇺🇸 Chicago Board Options Exchange3.85%
- 🌍 Commodity3.7%
- 🇩🇪 FRA1.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.43%
- 🇬🇧 United Kingdom4.49%
- 🇨🇳 China2.86%
- 🇩🇪 Germany1.13%
- 🇨🇭 Switzerland1.08%
Dividends
Dividend Yield
0.72%
7 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SPXU (9.09%)
Performance Metrics
Score 6.2/10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
2.39
2.39
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
2.39
2.39
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
2.98
2.98
0
0.75
1.25
3
3
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
50.93
High:
TSLA
181.29TSLALow:
EH
-38.54EHDetails
PEG Ratio
-132.51
High:
ONON
121.21ONONLow:
AI
-274.52AIDetails
Price/Book
16.33
High:
AAPL
47.23AAPLLow:
NIO
-168.98NIODetails
Price/Sales
7.12
High:
SOUN
51.9SOUNLow:
WIZZ.L
0.24WIZZ.LDetails
Price/CF
28.42
High:TSLA
54.2TSLALow:WIZZ.L
1.71WIZZ.LDetails
Price/FCF
42.61
High:
ANTO.L
335.87ANTO.LLow:WIZZ.L
4.28WIZZ.LDetails
P/E Ratio
50.93
High:TSLA
181.29TSLALow:EH
-38.54EHDetails
PEG Ratio
-132.51
High:ONON
121.21ONONLow:AI
-274.52AIDetails
Price/Book
16.33
High:AAPL
47.23AAPLLow:NIO
-168.98NIODetails
Price/Sales
7.12
High:SOUN
51.9SOUNLow:WIZZ.L
0.24WIZZ.LDetails
Price/CF
28.42
High:TSLA
54.2TSLALow:WIZZ.L
1.71WIZZ.LDetails
Price/FCF
42.61
High:ANTO.L
335.87ANTO.LLow:WIZZ.L
4.28WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.39% | Mar 2023 | Dec 2023 | 9 |
-3.6% | Apr 2021 | Sep 2021 | 5 |
-2.86% | Feb 2025 | Jul 2025 | 5 |
-2.74% | Jan 2024 | Feb 2024 | 1 |
-2.54% | Oct 2024 | Nov 2024 | 1 |
-2.35% | Dec 2021 | Jan 2022 | 1 |
-0.8% | Nov 2022 | Jan 2023 | 2 |
-0.71% | Apr 2022 | May 2022 | 1 |
-0.54% | Jun 2024 | Sep 2024 | 3 |
-0.38% | Dec 2024 | Jan 2025 | 1 |
-0.19% | Apr 2024 | May 2024 | 1 |