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+2.75%
This Month
+2.42%
Year To Date
+41.76%
2 Years
+74.66%
5 Years
+330.57%
10 Years
+30.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services17.26%
- 🌾 Commodities15.53%
- 🪙 Cryptocurrencies13.32%
- 📊 ETFs12.77%
- 🍞 Consumer Non Durables11.63%
- 💻 Electronic Technology8.7%
- 🛍️ Retail Trade6.55%
- 💰 Finance5.76%
- 💵 Cash3.95%
- 🧬 Health Technology3.23%
- 🚗 Consumer Durables1.28%
- 💇♀️ Consumer Services0.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.1%
- 🇺🇸 NYSE23.92%
- 🌍 Commodity15.53%
- 🌍 Digital Currency13.32%
- 🇺🇸 Chicago Board Options Exchange6.12%
- 🇫🇷 Euronext Paris4.44%
- 🇩🇪 FRA4.26%
- 🇭🇰 Hong Kong Exchanges1.58%
- 🇬🇧 LSE0.63%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.37%
- 🇫🇷 France4.44%
- 🇩🇪 Germany4.26%
- 🇨🇳 China1.58%
- 🇬🇧 United Kingdom0.63%
Dividends
Dividend Yield
0.6%
13 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.84%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.9/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
11.16
11.16
-2
0
2
12
12
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
11.16
11.16
-2
0
2
12
12
Omega Ratio
1.85
1.85
0
1
1.5
2.5
2.5
Treynor Ratio
1.96
1.96
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
0.7
0.7
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.97
High:
SYK
45.47SYKLow:
BRK.B
15.7BRK.BDetails
PEG Ratio
146.8
High:
MCD
571.79MCDLow:
1810.HK
13.991810.HKDetails
Price/Book
7.21
High:
AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
5.97
High:
MSFT
9.9MSFTLow:
P911.DE
0.93P911.DEDetails
Price/CF
22.56
High:
BLK
42.93BLKLow:P911.DE
7.74P911.DEDetails
Price/FCF
54.72
High:P911.DE
595.63P911.DELow:
CRM
15.57CRMDetails
P/E Ratio
27.97
High:SYK
45.47SYKLow:BRK.B
15.7BRK.BDetails
PEG Ratio
146.8
High:MCD
571.79MCDLow:1810.HK
13.991810.HKDetails
Price/Book
7.21
High:AAPL
43.77AAPLLow:MCD
-131.7MCDDetails
Price/Sales
5.97
High:MSFT
9.9MSFTLow:P911.DE
0.93P911.DEDetails
Price/CF
22.56
High:BLK
42.93BLKLow:P911.DE
7.74P911.DEDetails
Price/FCF
54.72
High:P911.DE
595.63P911.DELow:CRM
15.57CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.36% | Nov 2021 | Feb 2024 | 27 |
-5.05% | Apr 2024 | Jun 2024 | 2 |
-4.99% | Mar 2025 | Jun 2025 | 3 |
-4.92% | Mar 2021 | May 2021 | 2 |
-4.69% | Sep 2021 | Oct 2021 | 1 |
-3.87% | Sep 2020 | Nov 2020 | 2 |
-2.54% | Jun 2020 | Jul 2020 | 1 |
-1.19% | Jul 2021 | Aug 2021 | 1 |
-1.17% | Dec 2025 | Mar 2026 | 3 |
-0.16% | Jul 2025 | Aug 2025 | 1 |