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+26.27%
This Month
+8.56%
Year To Date
+69.5%
2 Years
+69.5%
5 Years
+69.5%
10 Years
+39.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology48.02%
- 💰 Finance19.98%
- 🖥️ Technology Services12.04%
- 🛍️ Retail Trade7.34%
- 🚗 Consumer Durables5.98%
- 🏥 Health Services4.33%
- 🍞 Consumer Non Durables2.28%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.97%
- 🇬🇧 LSE7.37%
- 🇺🇸 NYSE6.61%
- 🇫🇮 Helsinki Stock Exchange6.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States86.58%
- 🇬🇧 United Kingdom7.37%
- 🇫🇮 Finland6.03%
Dividends
Performance Metrics
Score 5.8/10
Beta
2.31
2.31
0
0.8
1.2
0
3
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
6.17
6.17
-2
0
2
7
7
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Beta
2.31
2.31
0
0.8
1.2
0
3
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
6.17
6.17
-2
0
2
7
7
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.91
0.91
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
45.42
High:
TSLA
372.32TSLALow:
SMCI
21.21SMCIDetails
PEG Ratio
73.7
High:
AMZN
120.57AMZNLow:
AMD
64.47AMDDetails
Price/Book
7.66
High:TSLA
18.3TSLALow:
NOKIA.HE
2.3NOKIA.HEDetails
Price/Sales
6.83
High:TSLA
14.95TSLALow:SMCI
0.71SMCIDetails
Price/CF
22.3
High:TSLA
107.92TSLALow:
META
14.62METADetails
Price/FCF
71.25
High:
NKE
947.69NKELow:
WISE.L
18WISE.LDetails
P/E Ratio
45.42
High:TSLA
372.32TSLALow:SMCI
21.21SMCIDetails
PEG Ratio
73.7
High:AMZN
120.57AMZNLow:AMD
64.47AMDDetails
Price/Book
7.66
High:TSLA
18.3TSLALow:NOKIA.HE
2.3NOKIA.HEDetails
Price/Sales
6.83
High:TSLA
14.95TSLALow:SMCI
0.71SMCIDetails
Price/CF
22.3
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
71.25
High:NKE
947.69NKELow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.8% | Nov 2025 | - | 6 |
-18.98% | Feb 2025 | Jun 2025 | 4 |
-3.31% | Dec 2024 | Jan 2025 | 1 |
-2.95% | Aug 2025 | Sep 2025 | 1 |