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+0.55%
This Month
+0.55%
Year To Date
+11.64%
2 Years
+56.23%
5 Years
+88.12%
10 Years
+12.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.95%
- 💵 Cash13.28%
- 📈 Indexes8.43%
- 🚗 Consumer Durables6.65%
- 🖥️ Technology Services5.81%
- 🪙 Cryptocurrencies5.7%
- 🧩 Miscellaneous5.39%
- 🛠️ Producer Manufacturing4.89%
- 💹 Forex1.72%
- 🪨 Non Energy Minerals1.08%
- 🛍️ Retail Trade0.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.4%
- 🇺🇸 Nasdaq15.98%
- 🇬🇧 LSE14.41%
- 🇩🇪 Xetra ETFs13.18%
- 🌍 CFD8.43%
- 🌍 Digital Currency5.7%
- 🌍 FX1.72%
- 🇳🇴 Oslo Stock Exchange0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.62%
- 🇨🇳 China7.22%
- 🇮🇪 Ireland4.16%
- 🇰🇾 Cayman Islands1.65%
- 🇬🇧 United Kingdom0.38%
- 🇳🇴 Norway0.37%
Dividends
Dividend Yield
0.5%
7 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VNOM (5.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.74
2.74
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
2.74
2.74
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.06
High:
CRDO
133.75CRDOLow:
XPEV
-48.04XPEVDetails
PEG Ratio
525.19
High:
ACN
1,887.5ACNLow:XPEV
-93.55XPEVDetails
Price/Book
4.69
High:CRDO
21.27CRDOLow:
JD.US
1.32JD.USDetails
Price/Sales
2.34
High:CRDO
36.12CRDOLow:JD.US
0.23JD.USDetails
Price/CF
13.97
High:CRDO
197.95CRDOLow:
RIO.L
5.71RIO.LDetails
Price/FCF
32.66
High:CRDO
245.17CRDOLow:JD.US
9.2JD.USDetails
P/E Ratio
26.06
High:CRDO
133.75CRDOLow:XPEV
-48.04XPEVDetails
PEG Ratio
525.19
High:ACN
1,887.5ACNLow:XPEV
-93.55XPEVDetails
Price/Book
4.69
High:CRDO
21.27CRDOLow:JD.US
1.32JD.USDetails
Price/Sales
2.34
High:CRDO
36.12CRDOLow:JD.US
0.23JD.USDetails
Price/CF
13.97
High:CRDO
197.95CRDOLow:RIO.L
5.71RIO.LDetails
Price/FCF
32.66
High:CRDO
245.17CRDOLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.77% | Sep 2020 | Jan 2021 | 4 |
-15.26% | Oct 2024 | Sep 2025 | 11 |
-11.02% | Dec 2022 | Aug 2024 | 20 |
-3.74% | Nov 2025 | - | 3 |
-3% | Aug 2021 | Feb 2022 | 6 |
-2.02% | Aug 2022 | Nov 2022 | 3 |
-1.51% | Apr 2022 | Jun 2022 | 2 |