Loading...
+16.33%
This Month
+1.9%
Year To Date
+58.85%
2 Years
+24.65%
5 Years
+36.76%
10 Years
+7.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs37.47%
- 🪙 Cryptocurrencies22.2%
- 💵 Cash18.14%
- 🛍️ Retail Trade5.24%
- 📈 Indexes4.38%
- 💻 Electronic Technology3.61%
- 🖥️ Technology Services2.81%
- 🧬 Health Technology1.63%
- 🚗 Consumer Durables1.41%
- 💰 Finance1.29%
- 💼 Commercial Services1.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.86%
- 🌍 Digital Currency22.2%
- 🇺🇸 Nasdaq12.66%
- 🌍 CFD4.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.42%
- 🇩🇰 Denmark1.63%
Dividends
Dividend Yield
0.08%
3 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.04%)
Performance Metrics
Score 2.6/10
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-10.37
-10.37
-11
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.73
1.73
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.24
0.24
0
1
2
3
3
Jensen's Alpha
-10.37
-10.37
-11
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.01
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
-29.15
High:
NVO
209.07NVOLow:INTC
-851.7INTCDetails
Price/Book
5.94
High:
BA
32.17BALow:
BRK.B
1.43BRK.BDetails
Price/Sales
4.95
High:TSLA
14.65TSLALow:
PYPL
1.43PYPLDetails
Price/CF
20.94
High:BA
163.87BALow:PYPL
8.54PYPLDetails
Price/FCF
118.59
High:
AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
P/E Ratio
32.01
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
-29.15
High:NVO
209.07NVOLow:INTC
-851.7INTCDetails
Price/Book
5.94
High:BA
32.17BALow:BRK.B
1.43BRK.BDetails
Price/Sales
4.95
High:TSLA
14.65TSLALow:PYPL
1.43PYPLDetails
Price/CF
20.94
High:BA
163.87BALow:PYPL
8.54PYPLDetails
Price/FCF
118.59
High:AMZN
325.85AMZNLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.1% | Nov 2021 | Jun 2025 | 43 |
-13.83% | Nov 2025 | Apr 2026 | 5 |
-10.36% | May 2021 | Aug 2021 | 3 |
-7.46% | Sep 2021 | Oct 2021 | 1 |