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+1.2%
This Month
+4.73%
Year To Date
+16.67%
2 Years
+25.26%
5 Years
+36.47%
10 Years
+3.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash77.5%
- 📊 ETFs8.9%
- 💻 Electronic Technology5.07%
- 🖥️ Technology Services3.57%
- 🚚 Transportation2.19%
- 💰 Finance2.15%
- ⚡ Utilities1.72%
- 🛍️ Retail Trade1.61%
- 💼 Commercial Services0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.71%
- 🇺🇸 NYSE11.05%
- 🇫🇮 Helsinki Stock Exchange1.72%
- 🇫🇷 Euronext Paris1.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.86%
- 🇫🇮 Finland1.72%
- 🇫🇷 France1.15%
Dividends
Dividend Yield
0.12%
5 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FORTUM.HE (3.8%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-1.79
-1.79
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-1.79
-1.79
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.42
High:
NVDA
32.31NVDALow:
AAL
-33.59AALDetails
PEG Ratio
49.37
High:
AMZN
82.47AMZNLow:
AF.PA
23.52AF.PADetails
Price/Book
11.55
High:NVDA
26.14NVDALow:AF.PA
-5.49AF.PADetails
Price/Sales
10.36
High:NVDA
20.3NVDALow:AF.PA
0.1AF.PADetails
Price/CF
25.01
High:NVDA
40.43NVDALow:AF.PA
0.88AF.PADetails
Price/FCF
46.81
High:
FORTUM.HE
340.21FORTUM.HELow:
BAC
6.59BACDetails
P/E Ratio
29.42
High:NVDA
32.31NVDALow:AAL
-33.59AALDetails
PEG Ratio
49.37
High:AMZN
82.47AMZNLow:AF.PA
23.52AF.PADetails
Price/Book
11.55
High:NVDA
26.14NVDALow:AF.PA
-5.49AF.PADetails
Price/Sales
10.36
High:NVDA
20.3NVDALow:AF.PA
0.1AF.PADetails
Price/CF
25.01
High:NVDA
40.43NVDALow:AF.PA
0.88AF.PADetails
Price/FCF
46.81
High:FORTUM.HE
340.21FORTUM.HELow:BAC
6.59BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.66% | Jun 2018 | Apr 2026 | 94 |
-20.47% | Oct 2017 | Jan 2018 | 3 |
-10.12% | Jun 2017 | Sep 2017 | 3 |
-8.44% | Feb 2018 | May 2018 | 3 |
-2.57% | Feb 2017 | Apr 2017 | 2 |
-0.26% | Jun 2026 | Aug 2026 | 2 |