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+5.07%
This Month
+11.52%
Year To Date
+91.66%
2 Years
+389.68%
5 Years
+389.68%
10 Years
+55.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing45.11%
- 💻 Electronic Technology19.11%
- 📡 Communications13.16%
- 🚗 Consumer Durables9.57%
- 🖥️ Technology Services4.73%
- 💇♀️ Consumer Services4.21%
- 🧪 Process Industries2.24%
- 🧬 Health Technology1.87%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.09%
- 🇭🇰 Hong Kong Exchanges27.31%
- 🇺🇸 NYSE15.33%
- 🇬🇧 LSE5.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.9%
- 🇨🇳 China28.49%
- 🇮🇱 Israel17.17%
- 🇬🇧 United Kingdom13.16%
- 🇰🇷 South Korea5.28%
Dividends
Dividend Yield
0.57%
5 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOD (3.18%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
1.36
1.36
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
30.27
30.27
-2
0
2
31
31
Omega Ratio
2.36
2.36
0
1
1.5
3
3
Treynor Ratio
2.82
2.82
0
0.75
1.25
3
3
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
3.32
3.32
0
0.3
0.6
4
4
Beta
1.36
1.36
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
30.27
30.27
-2
0
2
31
31
Omega Ratio
2.36
2.36
0
1
1.5
3
3
Treynor Ratio
2.82
2.82
0
0.75
1.25
3
3
Information Ratio
1.02
1.02
0
0.3
0.6
2
2
Calmar Ratio
3.32
3.32
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
94.31
High:
TSLA
364.78TSLALow:
ALB
-33.85ALBDetails
PEG Ratio
46.33
High:
ETOR
194.58ETORLow:ALB
-69.65ALBDetails
Price/Book
5.34
High:
NIO
27.69NIOLow:
AMC
-0.5AMCDetails
Price/Sales
4.15
High:
ACHR
14,550.69ACHRLow:AMC
0.19AMCDetails
Price/CF
20.02
High:TSLA
107.92TSLALow:
VOD
1.93VODDetails
Price/FCF
52.2
High:
NEOG
598.1NEOGLow:VOD
3.35VODDetails
P/E Ratio
94.31
High:TSLA
364.78TSLALow:ALB
-33.85ALBDetails
PEG Ratio
46.33
High:ETOR
194.58ETORLow:ALB
-69.65ALBDetails
Price/Book
5.34
High:NIO
27.69NIOLow:AMC
-0.5AMCDetails
Price/Sales
4.15
High:ACHR
14,550.69ACHRLow:AMC
0.19AMCDetails
Price/CF
20.02
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
52.2
High:NEOG
598.1NEOGLow: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 |
-9.85% | Nov 2025 | Apr 2026 | 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 |