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-1.03%
This Month
+33.74%
Year To Date
+84.02%
2 Years
+342.03%
5 Years
+342.03%
10 Years
+57.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing46.1%
- 💻 Electronic Technology21.91%
- 📡 Communications12.18%
- 🚗 Consumer Durables11.57%
- 💇♀️ Consumer Services3.79%
- 🧪 Process Industries1.7%
- 🖥️ Technology Services1.41%
- 🧬 Health Technology1.34%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.31%
- 🇭🇰 Hong Kong Exchanges28.93%
- 🇺🇸 NYSE18.86%
- 🇬🇧 LSE2.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.15%
- 🇨🇳 China29.99%
- 🇮🇱 Israel12.79%
- 🇬🇧 United Kingdom12.18%
- 🇰🇷 South Korea2.88%
Dividends
Dividend Yield
0.96%
5 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOD (3.92%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.6/10
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
1.35
1.35
0
0.5
1
2
2
Sortino Ratio
3.59
3.59
0
1
2
4
4
Jensen's Alpha
28.11
28.11
-2
0
2
29
29
Omega Ratio
2.29
2.29
0
1
1.5
3
3
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
1
1
0
0.3
0.6
2
2
Calmar Ratio
3.64
3.64
0
0.3
0.6
4
4
Beta
1.43
1.43
0
0.8
1.2
0
2
Sharpe Ratio
1.35
1.35
0
0.5
1
2
2
Sortino Ratio
3.59
3.59
0
1
2
4
4
Jensen's Alpha
28.11
28.11
-2
0
2
29
29
Omega Ratio
2.29
2.29
0
1
1.5
3
3
Treynor Ratio
2.9
2.9
0
0.75
1.25
3
3
Information Ratio
1
1
0
0.3
0.6
2
2
Calmar Ratio
3.64
3.64
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
106.79
High:
TSLA
286.81TSLALow:
0968.HK
-166.490968.HKDetails
PEG Ratio
119.18
High:
01211.HK
210.9801211.HKLow:
NIO
-92.54NIODetails
Price/Book
5.78
High:NIO
20.44NIOLow:
AMC
-0.66AMCDetails
Price/Sales
3.95
High:
JOBY
515.82JOBYLow:
ACHR
-ACHRDetails
Price/CF
22.16
High:TSLA
99.57TSLALow:
VOD
1.93VODDetails
Price/FCF
72.13
High:TSLA
229.45TSLALow:VOD
3.35VODDetails
P/E Ratio
106.79
High:TSLA
286.81TSLALow:0968.HK
-166.490968.HKDetails
PEG Ratio
119.18
High:01211.HK
210.9801211.HKLow:NIO
-92.54NIODetails
Price/Book
5.78
High:NIO
20.44NIOLow:AMC
-0.66AMCDetails
Price/Sales
3.95
High:JOBY
515.82JOBYLow:ACHR
-ACHRDetails
Price/CF
22.16
High:TSLA
99.57TSLALow:VOD
1.93VODDetails
Price/FCF
72.13
High:TSLA
229.45TSLALow: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 |
-9.24% | Nov 2025 | - | 2 |
-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 |