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-1.2%
This Month
+30.99%
Year To Date
+118.41%
2 Years
+199.29%
5 Years
+136.34%
10 Years
+18.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.78%
- 🪙 Cryptocurrencies13.2%
- 🌾 Commodities9.65%
- 🍞 Consumer Non Durables6.67%
- 💻 Electronic Technology6.07%
- 🧬 Health Technology5.72%
- 🧪 Process Industries3.74%
- 🖥️ Technology Services3.73%
- 🛍️ Retail Trade3.7%
- 📡 Communications2.33%
- 💼 Commercial Services1.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.21%
- 🇺🇸 Nasdaq20.22%
- 🌍 Digital Currency13.2%
- 🌍 Commodity9.65%
- 🇸🇪 Stockholm Stock Exchange3.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.06%
- 🇩🇰 Denmark5.72%
- 🇳🇱 Netherlands3.87%
- 🇸🇪 Sweden3.73%
Dividends
Dividend Yield
1.16%
8 out of 16 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $CALM (9.68%)
Performance Metrics
Score 6.3/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
3.81
3.81
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
3.81
3.81
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.18
High:
ASML
38.87ASMLLow:
RKLB
-113.44RKLBDetails
PEG Ratio
78.73
High:
NVO
118.83NVOLow:
CALM
1.72CALMDetails
Price/Book
7.44
High:RKLB
36.13RKLBLow:
MO
-36.52MODetails
Price/Sales
4.13
High:RKLB
53.01RKLBLow:CALM
0.98CALMDetails
Price/CF
17.58
High:ASML
31.27ASMLLow:CALM
4.03CALMDetails
Price/FCF
108.2
High:
KMB
1,882.62KMBLow:CALM
6.89CALMDetails
P/E Ratio
29.18
High:ASML
38.87ASMLLow:RKLB
-113.44RKLBDetails
PEG Ratio
78.73
High:NVO
118.83NVOLow:CALM
1.72CALMDetails
Price/Book
7.44
High:RKLB
36.13RKLBLow:MO
-36.52MODetails
Price/Sales
4.13
High:RKLB
53.01RKLBLow:CALM
0.98CALMDetails
Price/CF
17.58
High:ASML
31.27ASMLLow:CALM
4.03CALMDetails
Price/FCF
108.2
High:KMB
1,882.62KMBLow:CALM
6.89CALMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.19% | Nov 2021 | Nov 2023 | 24 |
-24.92% | Jul 2020 | Mar 2021 | 8 |
-3.5% | Jan 2024 | Feb 2024 | 1 |
-2.86% | Apr 2024 | May 2024 | 1 |
-2.68% | Sep 2021 | Oct 2021 | 1 |
-2.49% | Dec 2024 | Jan 2025 | 1 |
-1.95% | Mar 2025 | Apr 2025 | 1 |
-1.72% | Aug 2024 | Sep 2024 | 1 |
-1.41% | Jul 2021 | Aug 2021 | 1 |
-1.2% | Nov 2025 | - | 1 |