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+2.21%
This Month
-2.15%
Year To Date
+32.06%
2 Years
+38.72%
5 Years
+162.39%
10 Years
+11.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.68%
- 🖥️ Technology Services14.49%
- 🧩 Miscellaneous9.5%
- 💻 Electronic Technology7.44%
- 📊 ETFs5.38%
- 🚗 Consumer Durables2.36%
- 🛍️ Retail Trade2.31%
- 🪨 Non Energy Minerals1.99%
- ❓ Other1.28%
- 🪙 Cryptocurrencies1.25%
- 🍞 Consumer Non Durables1.19%
- 🧬 Health Technology1.07%
- 📡 Communications0.12%
- 🚚 Transportation0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.25%
- 🇬🇧 LSE9.5%
- 🇺🇸 NYSE5.96%
- 🇺🇸 Chicago Board Options Exchange3.88%
- 🇫🇷 Euronext Paris3.71%
- 🌍 Digital Currency1.25%
- 🇨🇭 SIX0.38%
- Regular Trading Hours - RTH0.33%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🇩🇪 FRA0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.05%
- 🇫🇷 France3.71%
- 🇨🇦 Canada1.41%
- 🇨🇭 Switzerland0.38%
- 🇨🇳 China0.25%
- 🇮🇪 Ireland0.17%
- 🇩🇪 Germany0.05%
Dividends
Dividend Yield
0.14%
13 out of 42 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (4.3%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.98
0.98
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.34
High:
TSLA
372.52TSLALow:
IONQ
-250.35IONQDetails
PEG Ratio
92.86
High:
META
401.05METALow:
MP
-359.5MPDetails
Price/Book
7.73
High:
PLTR
35.97PLTRLow:
BYND
-14.41BYNDDetails
Price/Sales
7.82
High:
QBTS
593.26QBTSLow:
HYMC
-HYMCDetails
Price/CF
17.11
High:MP
190.93MPLow:
LHA.DE
2.14LHA.DEDetails
Price/FCF
58.24
High:
BABA
1,196.17BABALow:
ETL.PA
3.94ETL.PADetails
P/E Ratio
27.34
High:TSLA
372.52TSLALow:IONQ
-250.35IONQDetails
PEG Ratio
92.86
High:META
401.05METALow:MP
-359.5MPDetails
Price/Book
7.73
High:PLTR
35.97PLTRLow:BYND
-14.41BYNDDetails
Price/Sales
7.82
High:QBTS
593.26QBTSLow:HYMC
-HYMCDetails
Price/CF
17.11
High:MP
190.93MPLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
58.24
High:BABA
1,196.17BABALow:ETL.PA
3.94ETL.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.92% | Nov 2021 | Jun 2024 | 31 |
-11.56% | Feb 2025 | Jun 2025 | 4 |
-11.52% | Sep 2018 | Apr 2019 | 7 |
-11.25% | Feb 2020 | May 2020 | 3 |
-8.25% | Nov 2025 | - | 10 |
-6.99% | Sep 2021 | Oct 2021 | 1 |
-5.2% | Feb 2018 | Aug 2018 | 6 |
-4.76% | May 2019 | Jun 2019 | 1 |
-4.35% | May 2021 | Aug 2021 | 3 |
-1.81% | Oct 2024 | Nov 2024 | 1 |
-1.27% | Aug 2024 | Sep 2024 | 1 |
-1.07% | Jul 2019 | Nov 2019 | 4 |