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-0.88%
This Month
+26.18%
Year To Date
+62.29%
2 Years
+76.07%
5 Years
+143.79%
10 Years
+15.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs86.98%
- 💵 Cash5.3%
- ❓ Other4.54%
- 💰 Finance2.94%
- 🚚 Transportation0.99%
- 💻 Electronic Technology0.69%
- 🖥️ Technology Services0.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.2%
- 🇺🇸 NYSE31.92%
- Regular Trading Hours - RTH7.48%
- 🇬🇧 LSE4.93%
- 🇺🇸 Chicago Board Options Exchange4.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States3.58%
- 🇬🇧 United Kingdom1.67%
Dividends
Dividend Yield
0.06%
5 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (2.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
1.85
1.85
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
1.85
1.85
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.42
High:
AXP.RTH
18.22AXP.RTHLow:
SNOW
-54SNOWDetails
PEG Ratio
29.36
High:
IAG.L
42.21IAG.LLow:
RR.L
10.9RR.LDetails
Price/Book
1.59
High:RR.L
38.5RR.LLow:
BAC.RTH
0.92BAC.RTHDetails
Price/Sales
1.97
High:SNOW
16.87SNOWLow:IAG.L
0.74IAG.LDetails
Price/CF
4.18
High:SNOW
106.88SNOWLow:
GS.RTH
1.74GS.RTHDetails
Price/FCF
4.97
High:SNOW
120.21SNOWLow:GS.RTH
1.96GS.RTHDetails
P/E Ratio
12.42
High:AXP.RTH
18.22AXP.RTHLow:SNOW
-54SNOWDetails
PEG Ratio
29.36
High:IAG.L
42.21IAG.LLow:RR.L
10.9RR.LDetails
Price/Book
1.59
High:RR.L
38.5RR.LLow:BAC.RTH
0.92BAC.RTHDetails
Price/Sales
1.97
High:SNOW
16.87SNOWLow:IAG.L
0.74IAG.LDetails
Price/CF
4.18
High:SNOW
106.88SNOWLow:GS.RTH
1.74GS.RTHDetails
Price/FCF
4.97
High:SNOW
120.21SNOWLow:GS.RTH
1.96GS.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.24% | Nov 2021 | Feb 2024 | 27 |
-10.3% | Jan 2020 | Jun 2020 | 5 |
-10.29% | Mar 2025 | Jun 2025 | 3 |
-5.45% | Sep 2020 | Nov 2020 | 2 |
-4.68% | Sep 2021 | Oct 2021 | 1 |
-3.53% | Oct 2024 | Jan 2025 | 3 |
-3.42% | Apr 2024 | May 2024 | 1 |
-2.27% | Nov 2025 | - | 2 |
-2.12% | Jul 2024 | Sep 2024 | 2 |
-0.83% | Aug 2019 | Sep 2019 | 1 |