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-7.52%
This Month
-7.54%
Year To Date
+34.73%
2 Years
+85.43%
5 Years
+85.43%
10 Years
+27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs68.06%
- 🧩 Miscellaneous11.69%
- 💻 Electronic Technology11%
- 🖥️ Technology Services7.01%
- 🍞 Consumer Non Durables2.24%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.67%
- 🇺🇸 Nasdaq34.72%
- 🇫🇷 Euronext Paris1.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18%
- 🇫🇷 France1.6%
- 🇮🇱 Israel0.64%
Dividends
Dividend Yield
0.16%
7 out of 14 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.76%)
Performance Metrics
Score 8.5/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
3.76
3.76
-2
0
2
4.5
4.5
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
3.27
3.27
0
0.3
0.6
4
4
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
1.55
1.55
0
0.5
1
2
2
Sortino Ratio
3.08
3.08
0
1
2
4
4
Jensen's Alpha
3.76
3.76
-2
0
2
4.5
4.5
Omega Ratio
2.09
2.09
0
1
1.5
3
3
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
0.98
0.98
0
0.3
0.6
1
1
Calmar Ratio
3.27
3.27
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
32.05
High:
NVDA
35.58NVDALow:
ETOR
11.7ETORDetails
PEG Ratio
79.98
High:ETOR
149.97ETORLow:NVDA
53.81NVDADetails
Price/Book
18.09
High:
AAPL
42.31AAPLLow:ETOR
1.55ETORDetails
Price/Sales
12.91
High:NVDA
19.73NVDALow:
MC.PA
2.84MC.PADetails
Price/CF
32.56
High:NVDA
44.64NVDALow:
ADBE
10.26ADBEDetails
Price/FCF
49.89
High:
KO
272.99KOLow:ADBE
10.45ADBEDetails
P/E Ratio
32.05
High:NVDA
35.58NVDALow:ETOR
11.7ETORDetails
PEG Ratio
79.98
High:ETOR
149.97ETORLow:NVDA
53.81NVDADetails
Price/Book
18.09
High:AAPL
42.31AAPLLow:ETOR
1.55ETORDetails
Price/Sales
12.91
High:NVDA
19.73NVDALow:MC.PA
2.84MC.PADetails
Price/CF
32.56
High:NVDA
44.64NVDALow:ADBE
10.26ADBEDetails
Price/FCF
49.89
High:KO
272.99KOLow:ADBE
10.45ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.8% | Feb 2026 | - | 2 |
-7.98% | Feb 2025 | Jun 2025 | 4 |
-7.63% | Aug 2023 | Nov 2023 | 3 |
-4.38% | Apr 2024 | May 2024 | 1 |
-1.17% | Nov 2025 | Jan 2026 | 2 |
-1.1% | Dec 2024 | Jan 2025 | 1 |
-0.5% | Oct 2024 | Nov 2024 | 1 |
-0.33% | Jul 2024 | Aug 2024 | 1 |