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-4.17%
This Month
-13.34%
Year To Date
+7.13%
2 Years
+19.01%
5 Years
+51.64%
10 Years
+7.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.22%
- 📊 ETFs18.12%
- 💻 Electronic Technology16.74%
- 🖥️ Technology Services11.05%
- 💵 Cash6.57%
- 💰 Finance6.03%
- 🏥 Health Services4.79%
- 🛍️ Retail Trade4.26%
- 🧬 Health Technology3.99%
- 🚗 Consumer Durables1.95%
- 💼 Commercial Services1.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.68%
- 🇺🇸 Nasdaq25.41%
- 🌍 Digital Currency25.22%
- 🇳🇱 Euronext Amsterdam6.06%
- 🇺🇸 Chicago Board Options Exchange1.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.07%
- 🇳🇱 Netherlands8.25%
- 🇨🇳 China7.5%
- 🇩🇰 Denmark3.99%
- 🇧🇲 Bermuda1.16%
Dividends
Dividend Yield
0.57%
9 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AMT (3.91%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-8.54
-8.54
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-8.54
-8.54
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.38
High:
BIDU
75.92BIDULow:
NVO
10.52NVODetails
PEG Ratio
465.35
High:
NXT.US
1,485.74NXT.USLow:
MSFT
83.54MSFTDetails
Price/Book
6.02
High:
AMT
22.57AMTLow:BIDU
1.02BIDUDetails
Price/Sales
3.91
High:
ASML
13.79ASMLLow:
UNH
0.56UNHDetails
Price/CF
21.64
High:ASML
28.87ASMLLow:
G
10.07GDetails
Price/FCF
50.61
High:
BABA
1,196.17BABALow:
ADBE
10.45ADBEDetails
P/E Ratio
25.38
High:BIDU
75.92BIDULow:NVO
10.52NVODetails
PEG Ratio
465.35
High:NXT.US
1,485.74NXT.USLow:MSFT
83.54MSFTDetails
Price/Book
6.02
High:AMT
22.57AMTLow:BIDU
1.02BIDUDetails
Price/Sales
3.91
High:ASML
13.79ASMLLow:UNH
0.56UNHDetails
Price/CF
21.64
High:ASML
28.87ASMLLow:G
10.07GDetails
Price/FCF
50.61
High:BABA
1,196.17BABALow:ADBE
10.45ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.26% | Nov 2021 | Nov 2024 | 36 |
-24.45% | Oct 2025 | - | 6 |
-14.47% | Feb 2025 | Jul 2025 | 5 |
-9.48% | Sep 2021 | Oct 2021 | 1 |
-6.91% | Sep 2020 | Nov 2020 | 2 |
-2.36% | Jul 2021 | Aug 2021 | 1 |
-2.17% | Jan 2021 | Feb 2021 | 1 |
-1.54% | Dec 2024 | Jan 2025 | 1 |
-1.15% | May 2021 | Jun 2021 | 1 |