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-1.39%
This Month
-13.38%
Year To Date
+6.82%
2 Years
+59.44%
5 Years
+59.44%
10 Years
+14.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology54.83%
- 🧬 Health Technology18.39%
- 🖥️ Technology Services13.06%
- 🪙 Cryptocurrencies11.19%
- 💵 Cash1.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.27%
- 🇺🇸 NYSE31%
- 🌍 Digital Currency11.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.62%
- 🇩🇰 Denmark12.65%
Dividends
Dividend Yield
0.7%
4 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.6%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-5.15
-5.15
-6
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-5.15
-5.15
-6
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.03
High:
AMD
76.63AMDLow:
COCP
-1.15COCPDetails
PEG Ratio
79.68
High:
NVO
190.22NVOLow:COCP
-2.34COCPDetails
Price/Book
20.84
High:
NVDA
27.14NVDALow:COCP
1.84COCPDetails
Price/Sales
17.23
High:NVDA
19.87NVDALow:COCP
-COCPDetails
Price/CF
41.66
High:AMD
45.99AMDLow:NVO
12.52NVODetails
Price/FCF
54.08
High:NVO
207.17NVOLow:
CRM
15.57CRMDetails
P/E Ratio
35.03
High:AMD
76.63AMDLow:COCP
-1.15COCPDetails
PEG Ratio
79.68
High:NVO
190.22NVOLow:COCP
-2.34COCPDetails
Price/Book
20.84
High:NVDA
27.14NVDALow:COCP
1.84COCPDetails
Price/Sales
17.23
High:NVDA
19.87NVDALow:COCP
-COCPDetails
Price/CF
41.66
High:AMD
45.99AMDLow:NVO
12.52NVODetails
Price/FCF
54.08
High:NVO
207.17NVOLow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.22% | Aug 2022 | Mar 2023 | 7 |
-22.42% | Sep 2024 | Sep 2025 | 12 |
-20.12% | Nov 2025 | - | 5 |
-8.66% | Aug 2023 | Nov 2023 | 3 |
-1.08% | Jul 2024 | Aug 2024 | 1 |
-0.36% | Jun 2023 | Jul 2023 | 1 |