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-4.07%
This Month
-0.29%
Year To Date
+71.2%
2 Years
+337.8%
5 Years
+337.8%
10 Years
+52.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing44.99%
- 💻 Electronic Technology18.65%
- 📡 Communications14.1%
- 🚗 Consumer Durables10.62%
- 💇♀️ Consumer Services4.27%
- 🖥️ Technology Services3.09%
- 🧬 Health Technology2.16%
- 🧪 Process Industries2.1%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.27%
- 🇭🇰 Hong Kong Exchanges26.92%
- 🇺🇸 NYSE16.91%
- 🇬🇧 LSE4.91%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.64%
- 🇨🇳 China27.9%
- 🇮🇱 Israel14.45%
- 🇬🇧 United Kingdom14.1%
- 🇰🇷 South Korea4.91%
Dividends
Dividend Yield
0.94%
5 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOD (3.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.5/10
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
3.47
3.47
0
1
2
4
4
Jensen's Alpha
26.01
26.01
-2
0
2
27
27
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
3.37
3.37
0
0.3
0.6
4
4
Beta
1.44
1.44
0
0.8
1.2
0
2
Sharpe Ratio
1.3
1.3
0
0.5
1
2
2
Sortino Ratio
3.47
3.47
0
1
2
4
4
Jensen's Alpha
26.01
26.01
-2
0
2
27
27
Omega Ratio
2.27
2.27
0
1
1.5
3
3
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
3.37
3.37
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
92.31
High:
TSLA
377.27TSLALow:
ALB
-29.25ALBDetails
PEG Ratio
99.55
High:
01211.HK
199.5601211.HKLow:
NIO
-132.09NIODetails
Price/Book
5.38
High:NIO
21.07NIOLow:
AMC
-0.32AMCDetails
Price/Sales
4.04
High:
ACHR
16,098.64ACHRLow:AMC
0.12AMCDetails
Price/CF
19.44
High:TSLA
107.92TSLALow:
VOD
1.93VODDetails
Price/FCF
57.14
High:TSLA
255.88TSLALow:VOD
3.35VODDetails
P/E Ratio
92.31
High:TSLA
377.27TSLALow:ALB
-29.25ALBDetails
PEG Ratio
99.55
High:01211.HK
199.5601211.HKLow:NIO
-132.09NIODetails
Price/Book
5.38
High:NIO
21.07NIOLow:AMC
-0.32AMCDetails
Price/Sales
4.04
High:ACHR
16,098.64ACHRLow:AMC
0.12AMCDetails
Price/CF
19.44
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
57.14
High:TSLA
255.88TSLALow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.61% | Jun 2023 | Nov 2023 | 5 |
-16.4% | Dec 2022 | Feb 2023 | 2 |
-10.11% | Nov 2025 | - | 5 |
-8.83% | Apr 2023 | May 2023 | 1 |
-4.26% | Jan 2024 | Feb 2024 | 1 |
-3.83% | Mar 2025 | May 2025 | 2 |
-2.97% | Dec 2024 | Feb 2025 | 2 |
-2.01% | Oct 2024 | Nov 2024 | 1 |
-1.22% | Jun 2024 | Jul 2024 | 1 |
-0.09% | Apr 2024 | May 2024 | 1 |