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+1.3%
This Month
+1.3%
Year To Date
+97.37%
2 Years
+183.1%
5 Years
+133.96%
10 Years
+17.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.21%
- 🪙 Cryptocurrencies18.99%
- 🧪 Process Industries9.65%
- 🖥️ Technology Services8.35%
- 💻 Electronic Technology8.14%
- 🧬 Health Technology6.46%
- ❓ Other2.9%
- 🍞 Consumer Non Durables2.69%
- ⛏️ Energy Minerals1.82%
- 💇♀️ Consumer Services1.37%
- 🚚 Transportation0.43%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.92%
- 🇺🇸 Nasdaq27.76%
- 🌍 Digital Currency18.99%
- Regular Trading Hours - RTH2.9%
- 🇬🇧 LSE0.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.25%
- 🇮🇱 Israel5.54%
- 🇩🇰 Denmark5.52%
- 🇳🇱 Netherlands4.17%
- 🇬🇧 United Kingdom0.43%
Dividends
Dividend Yield
1.32%
10 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CALM (10.26%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
2.88
2.88
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.2
1.2
0
1
2
3
3
Jensen's Alpha
2.88
2.88
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.38
1.38
0
0.75
1.25
2
2
Information Ratio
0.07
0.07
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.37
High:
ASML
49.62ASMLLow:
RKLB
-229.97RKLBDetails
PEG Ratio
296.91
High:
GIS
2,324.46GISLow:
MSTR
0.54MSTRDetails
Price/Book
6.62
High:RKLB
34.54RKLBLow:MSTR
0.88MSTRDetails
Price/Sales
5.71
High:MSTR
106.4MSTRLow:
WIZZ.L
0.34WIZZ.LDetails
Price/CF
16.23
High:MSTR
7,511.07MSTRLow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
46.83
High:MSTR
1,187.5MSTRLow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
22.37
High:ASML
49.62ASMLLow:RKLB
-229.97RKLBDetails
PEG Ratio
296.91
High:GIS
2,324.46GISLow:MSTR
0.54MSTRDetails
Price/Book
6.62
High:RKLB
34.54RKLBLow:MSTR
0.88MSTRDetails
Price/Sales
5.71
High:MSTR
106.4MSTRLow:WIZZ.L
0.34WIZZ.LDetails
Price/CF
16.23
High:MSTR
7,511.07MSTRLow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
46.83
High:MSTR
1,187.5MSTRLow:WIZZ.L
3.2WIZZ.LDetails
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 |
-3.45% | Nov 2025 | - | 3 |
-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 |