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-8.72%
This Month
+22.18%
Year To Date
+98.8%
2 Years
+436.45%
5 Years
+436.45%
10 Years
+56.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛠️ Producer Manufacturing45.03%
- 💻 Electronic Technology23.8%
- 📡 Communications11.2%
- 🚗 Consumer Durables8.32%
- 🖥️ Technology Services4.82%
- 💇♀️ Consumer Services3.69%
- 🧪 Process Industries1.58%
- 🧬 Health Technology1.54%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.53%
- 🇭🇰 Hong Kong Exchanges20.03%
- 🇺🇸 NYSE17%
- 🇬🇧 LSE6.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.87%
- 🇮🇱 Israel21.6%
- 🇨🇳 China20.9%
- 🇬🇧 United Kingdom11.2%
- 🇰🇷 South Korea6.42%
Dividends
Dividend Yield
0.52%
5 out of 18 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOD (3.37%)
Performance Metrics
Score 8.6/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
3.52
3.52
0
1
2
4
4
Jensen's Alpha
29.46
29.46
-2
0
2
30
30
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
3.21
3.21
0
0.75
1.25
4
4
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
3.35
3.35
0
0.3
0.6
4
4
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
3.52
3.52
0
1
2
4
4
Jensen's Alpha
29.46
29.46
-2
0
2
30
30
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
3.21
3.21
0
0.75
1.25
4
4
Information Ratio
0.95
0.95
0
0.3
0.6
1
1
Calmar Ratio
3.35
3.35
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
68.3
High:
TSLA
382.29TSLALow:
VOD
-65.57VODDetails
PEG Ratio
5.67
High:
AMD
138.62AMDLow:VOD
-75.27VODDetails
Price/Book
6.52
High:
NIO
20.33NIOLow:
AMC
-0.62AMCDetails
Price/Sales
5.62
High:
ACHR
2,575ACHRLow:AMC
0.21AMCDetails
Price/CF
19.89
High:TSLA
79.58TSLALow:VOD
2.22VODDetails
Price/FCF
40.52
High:
NEOG
598.1NEOGLow:VOD
4VODDetails
P/E Ratio
68.3
High:TSLA
382.29TSLALow:VOD
-65.57VODDetails
PEG Ratio
5.67
High:AMD
138.62AMDLow:VOD
-75.27VODDetails
Price/Book
6.52
High:NIO
20.33NIOLow:AMC
-0.62AMCDetails
Price/Sales
5.62
High:ACHR
2,575ACHRLow:AMC
0.21AMCDetails
Price/CF
19.89
High:TSLA
79.58TSLALow:VOD
2.22VODDetails
Price/FCF
40.52
High:NEOG
598.1NEOGLow:VOD
4VODDetails
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 |
-8.72% | Jun 2026 | - | 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 |