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-7.11%
This Month
-4.23%
Year To Date
+35.52%
2 Years
+320.49%
5 Years
+320.49%
10 Years
+42.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing35.17%
- 💻 Electronic Technology28.07%
- 📡 Communications14.5%
- 🚗 Consumer Durables10.6%
- 🖥️ Technology Services5.1%
- 💇♀️ Consumer Services2.82%
- 🧬 Health Technology2.44%
- 🧪 Process Industries1.31%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.81%
- 🇭🇰 Hong Kong Exchanges21.16%
- 🇺🇸 NYSE12.77%
- 🇬🇧 LSE9.26%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.62%
- 🇨🇳 China22.21%
- 🇮🇱 Israel15.4%
- 🇬🇧 United Kingdom14.5%
- 🇰🇷 South Korea9.26%
Dividends
Dividend Yield
0.66%
5 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOD (3.16%)
Performance Metrics
Score 8.2/10
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.83
2.83
0
1
2
3
3
Jensen's Alpha
22.07
22.07
-2
0
2
23
23
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.59
2.59
0
0.75
1.25
3
3
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
2.34
2.34
0
0.3
0.6
3
3
Beta
1.33
1.33
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.83
2.83
0
1
2
3
3
Jensen's Alpha
22.07
22.07
-2
0
2
23
23
Omega Ratio
1.9
1.9
0
1
1.5
2.5
2.5
Treynor Ratio
2.59
2.59
0
0.75
1.25
3
3
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
2.34
2.34
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
39.89
High:
TSLA
351.88TSLALow:
ALB
-2,631.04ALBDetails
PEG Ratio
0.62
High:
AMD
1.29AMDLow:
SMSN.L
0.04SMSN.LDetails
Price/Book
6.05
High:TSLA
17.22TSLALow:
AMC
-1.71AMCDetails
Price/Sales
5.59
High:
ACHR
450.89ACHRLow:AMC
0.39AMCDetails
Price/CF
22.31
High:AMD
85.84AMDLow:
VOD
2.22VODDetails
Price/FCF
38.65
High:TSLA
258.4TSLALow:VOD
4VODDetails
P/E Ratio
39.89
High:TSLA
351.88TSLALow:ALB
-2,631.04ALBDetails
PEG Ratio
0.62
High:AMD
1.29AMDLow:SMSN.L
0.04SMSN.LDetails
Price/Book
6.05
High:TSLA
17.22TSLALow:AMC
-1.71AMCDetails
Price/Sales
5.59
High:ACHR
450.89ACHRLow:AMC
0.39AMCDetails
Price/CF
22.31
High:AMD
85.84AMDLow:VOD
2.22VODDetails
Price/FCF
38.65
High:TSLA
258.4TSLALow:VOD
4VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.45% | Jun 2026 | - | 5 |
-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 |