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-1%
This Month
+3.69%
Year To Date
+21.15%
2 Years
-0.58%
5 Years
-0.58%
10 Years
-0.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology16.66%
- 💰 Finance10.4%
- 🖥️ Technology Services10.1%
- 💻 Electronic Technology8.6%
- 💵 Cash8.52%
- 🛠️ Producer Manufacturing7.45%
- ⛏️ Energy Minerals5.5%
- 🏭 Industrial Services4.62%
- ⚡ Utilities2.81%
- 🍞 Consumer Non Durables2.78%
- 🪨 Non Energy Minerals2.54%
- 🚚 Transportation2.51%
- 📡 Communications2.43%
- 🚗 Consumer Durables2.23%
- 🧪 Process Industries2.05%
- 📊 ETFs2.02%
- 💼 Commercial Services1.93%
- 🛍️ Retail Trade1.71%
- 💇♀️ Consumer Services1.37%
- 📦 Distribution Services1.32%
- ❓ Other0.87%
- 🏥 Health Services0.85%
- 🧩 Miscellaneous0.47%
- 🪙 Cryptocurrencies0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.04%
- 🇺🇸 Nasdaq18.73%
- 🇭🇰 Hong Kong Exchanges7.19%
- 🇫🇷 Euronext Paris6.69%
- 🇩🇪 FRA5.71%
- 🇮🇹 Borsa Italiana5.61%
- 🇬🇧 LSE5.44%
- 🇳🇴 Oslo Stock Exchange4.07%
- 🇦🇺 Sydney2.58%
- 🇪🇸 Bolsa De Madrid2.57%
- 🇸🇪 Stockholm Stock Exchange2.15%
- 🇨🇭 SIX1.99%
- 🇩🇰 Copenhagen Stock Exchange1.27%
- 🇳🇱 Euronext Amsterdam0.87%
- 🇦🇪 Dubai Financial Market0.74%
- 🇩🇪 Xetra ETFs0.62%
- 🇸🇦 Tadawul0.46%
- 🇺🇸 Chicago Board Options Exchange0.21%
- 🌍 Digital Currency0.19%
- 🇧🇪 Euronext Brussels0.14%
- Abu Dhabi0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.91%
- 🇫🇷 France6.19%
- 🇮🇹 Italy5.89%
- 🇩🇪 Germany5.71%
- 🇬🇧 United Kingdom5.54%
- 🇨🇳 China5.1%
- 🇳🇴 Norway3.08%
- 🇨🇭 Switzerland2.81%
- 🇪🇸 Spain2.57%
- 🇦🇺 Australia2.55%
- 🇭🇰 Hong Kong2.53%
- 🇸🇪 Sweden2.37%
- 🇩🇰 Denmark1.09%
- 🇮🇪 Ireland1.08%
- 🇳🇱 Netherlands1.03%
- 🇨🇦 Canada0.8%
- 🇸🇬 Singapore0.72%
- 🇧🇷 Brazil0.54%
- 🇧🇲 Bermuda0.47%
- 🇸🇦 Saudi Arabia0.46%
- 🇦🇹 Austria0.35%
- 🇹🇼 Taiwan0.34%
- 🇮🇱 Israel0.32%
- 🇱🇺 Luxembourg0.31%
- 🇧🇪 Belgium0.2%
- 🇬🇷 Greece0.15%
- 🇺🇾 Uruguay0.07%
- 🇳🇿 New Zealand0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇹🇷 Türkiye0.03%
Dividends
Dividend Yield
2.25%
345 out of 568 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (17.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.03% | 11.82% | $5.3 |
 HAUTO.OL | 0.03% | 17.91% | - |
 ZIM | 0.03% | 14.72% | $0.23 |
 PGR | 0.03% | 6.86% | $1.15 |
 1308.HK | 0.03% | 8.39% | - |
 BWLPG.OL | 0.02% | 8.03% | $37.72 |
 EPD | 0.02% | 6.06% | $2.03 |
 SNI.OL | 0.02% | 7.1% | - |
 VZ | 0.02% | 5.63% | $2.66 |
 INW.MI | 0.02% | 5.83% | $0.48 |
 ENEL.MI | 0.02% | 4.8% | $0.43 |
 HAFN | 0.02% | 5.62% | - |
 VAR.OL | 0.02% | 14% | - |
 COFA.PA | 0.02% | 9.01% | $1.3 |
 HBR.L | 0.02% | 8.21% | $0.2 |
 BSM | 0.02% | 8.53% | - |
 1919.HK | 0.02% | 11.55% | - |
 RHIM.L | 0.02% | 4.7% | $1.54 |
 CS.PA | 0.02% | 5.37% | $1.98 |
 NORAM.OL | 0.02% | 11.76% | - |
 3998.HK | 0.02% | 5.88% | - |
 TEP.PA | 0.02% | 8.32% | $3.85 |
 ET | 0.01% | 7.13% | $1.25 |
 778.HK | 0.01% | 6.66% | $0.4 |
 BMED.MI | 0.01% | 6.71% | $0.7 |
 PAA | 0.01% | 7.62% | $1.17 |
 BETSB.ST | 0.01% | 7.91% | - |
 VIE.PA | 0.01% | 4% | $1.25 |
 TRMD-A.CO | 0.01% | 7.3% | - |
 VTS | 0.01% | 10.18% | $2.03 |
 FDJU.PA | 0.01% | 8.13% | $1.78 |
 SAN.PA | 0.01% | 4.85% | $3.76 |
 ENOG.L | 0.01% | 10.31% | $0.95 |
 VALE | 0.01% | 7.23% | $1.33 |
 AKSO.OL | 0.01% | 8.93% | $2 |
 YAL.ASX | 0.01% | 10.39% | - |
 ACA.PA | 0.01% | 5.78% | $1.05 |
 GTT.PA | 0.01% | 4.12% | $4.36 |
 PBR.A | 0.01% | 7.19% | $2.21 |
 SGO.PA | 0.01% | 2.53% | $2.1 |
 DOFG.OL | 0.01% | 7.94% | - |
 02386.HK | 0.01% | 5.18% | $0.38 |
 HESM | 0.01% | 7.77% | $2.5 |
 PFE | 0.01% | 6.35% | $1.66 |
 PAGP | 0.01% | 7.1% | $1.17 |
 00857.HK | 0.01% | 5.44% | $0.48 |
 1088.HK | 0.01% | 5.32% | $2.44 |
 SK.PA | 0.01% | 5.32% | $2.62 |
 SPOG.OL | 0.01% | 8.37% | - |
 P911.DE | 0.01% | 5.61% | $2.31 |
 TEL.OL | 0.01% | 5.64% | $9.5 |
 TEMN.ZU | 0.01% | 1.86% | $1.2 |
 BNP.PA | 0.01% | 5.18% | $4.6 |
 BAMI.MI | 0.01% | 7.77% | $0.56 |
 ENB | 0.01% | 5.29% | $2.66 |
 EQNR.OL | 0.01% | 5.27% | $13.95 |
 TRYG.CO | 0.01% | 5.37% | $7.5 |
 2328.HK | 0.01% | 3.89% | $0.53 |
 MNG.L | 0.01% | 6.37% | $0.2 |
 SHEL.L | 0.01% | 3.55% | $0.8 |
 SRG.MI | 0.01% | 4.55% | $0.28 |
 PRGO | 0.01% | 8.06% | $1.1 |
 788.HK | 0.01% | 4.3% | $0.04 |
 TTE.PA | 0.01% | 5.04% | $3.06 |
 VK.PA | 0.01% | 7.69% | - |
 ING.ASX | 0.01% | 5.8% | $0.22 |
 SWKS | 0.01% | 4.77% | $2.72 |
 GSK.L | 0.01% | 3% | $0.59 |
 TFI.PA | 0.01% | 8.91% | $0.55 |
 SAP.DE | 0.01% | 1.5% | $2.2 |
 MUV2.DE | 0.01% | 3.74% | $15 |
 PRU | 0.01% | 5.4% | $5.1 |
 823.HK | 0.01% | 6.9% | $2.63 |
 MPLX | 0.01% | 6.94% | $3.33 |
 MING.OL | 0.01% | 6.36% | - |
 SOGN.OL | 0.01% | 7.21% | - |
 1038.HK | 0.01% | 3.87% | $2.56 |
 KNTK | 0.01% | 7.28% | $3 |
 TEP.L | 0.01% | 6.98% | $0.82 |
 SKUE.OL | 0.01% | 6.33% | - |
 DSFIR.NV | 0.01% | 4.23% | $2.5 |
 HICL.L | 0.01% | 6.91% | - |
 ABBV | 0.01% | 2.97% | $6.06 |
 CPU.ASX | 0.01% | 3.4% | $0.8 |
 KLS.ASX | 0.01% | 3.84% | $0.18 |
 00019.HK | 0.01% | 4.17% | $3.2 |
 ENI.MI | 0.01% | 5.32% | $0.94 |
 SPOL.OL | 0.01% | 6.08% | - |
 SCR.PA | 0.01% | 6.03% | $1.8 |
 EKTAB.ST | 0.01% | 4.25% | $2.4 |
 TEF.MC | 0.01% | 6.57% | $0.24 |
 MORG.OL | 0.01% | 6.22% | - |
 NEXI.MI | 0.01% | 7.61% | - |
 GSL | 0.01% | 5.79% | $1.5 |
 BKE | 0.01% | 2.6% | $1.4 |
 FUR.NV | 0.01% | 6.34% | - |
 DIA.MI | 0.01% | 1.7% | $1.15 |
 XOM | 0.01% | 2.72% | $3.76 |
 MRK | 0.01% | 2.71% | $3.04 |
 8TRA.DE | 0.01% | 4.7% | $1.5 |
 MO | 0.01% | 5.99% | $3.92 |
 REACH.OL | 0.01% | 6.51% | - |
 PST.MI | 0.01% | 4.91% | $0.8 |
 TLS.ASX | 0.01% | 3.91% | $0.18 |
 GLEN.L | 0.01% | 2.39% | $0.1 |
 GEL | 0.01% | 3.88% | - |
 101.HK | 0.01% | 5.25% | $0.78 |
 NOVO-B.CO | 0.01% | 4.88% | $9.4 |
 HGSB.OL | 0.01% | 6.27% | - |
 3328.HK | 0.01% | 5.57% | $0.4 |
 SHL.DE | 0.01% | 2.4% | $0.95 |
 AZM.MI | 0.01% | 4.99% | $0.99 |
 ROG.ZU | 0.01% | 2.67% | $9.6 |
 RING.OL | 0.01% | 5.79% | - |
 BMY | 0.01% | 4.08% | $2.34 |
 SPM.MI | 0.01% | 4.96% | - |
 DTG.DE | 0.01% | 4.51% | $1.9 |
 NTGY.MC | 0.01% | 5.62% | $1.13 |
 RWAY.MI | 0.01% | 5.52% | $0.32 |
 BIOGb.ST | 0.01% | 3.7% | - |
 BOQ.ASX | 0.01% | 5.42% | $0.38 |
 ENG.MC | 0.01% | 5.36% | $1.41 |
 DOC | 0.01% | 6.97% | $1.2 |
 EN.PA | 0.01% | 3.87% | $1.9 |
 MTU.PA | 0.01% | 5.23% | - |
 SOAG.OL | 0.01% | 5.46% | - |
 BATS.L | 0.01% | 5.25% | $2.36 |
 BGN.MI | 0.01% | 5.28% | $2.2 |
 PBF | 0.01% | 3.14% | $0.95 |
 DNL.ASX | 0.01% | 3.56% | $0.09 |
 PEBO | 0.01% | 4.95% | $1.57 |
 IRE.MI | 0.01% | 4.69% | $0.11 |
 FLUX.BR | 0.01% | 4.95% | - |
 TPG.ASX | 0.01% | 4.46% | $0.18 |
 BP.L | 0.01% | 5.22% | $0.23 |
 JNJ | 0.01% | 2.13% | $4.81 |
 267.HK | 0.01% | 4.97% | - |
 NXT.L | 0.01% | 3.38% | $2.07 |
 REP.MC | 0.01% | 4.53% | $0.73 |
 AI.PA | 0.01% | 1.85% | $2.91 |
 SUBC.OL | 0.01% | 4.95% | $3.5 |
 BMW.DE | 0.01% | 4.86% | $6 |
 SIKA.ZU | 0.01% | 2.32% | $3.3 |
 OR.PA | 0.01% | 1.77% | $6.6 |
 KNOS.L | 0.01% | 4.1% | $0.36 |
 OKE | 0.01% | 5.06% | $3.89 |
 BSL.ASX | 0.01% | 3.44% | $0.5 |
 MAIRE.MI | 0.01% | 2.31% | $0.2 |
 EMBC | 0.01% | 5.82% | $0.6 |
 1109.HK | 0.01% | 4.52% | $1.58 |
 DTE.DE | 0.01% | 2.98% | $0.77 |
 1378.HK | 0.01% | 4.47% | - |
 HO.PA | 0.01% | 1.5% | $3.4 |
 BYIT.L | 0.01% | 3.51% | $0.09 |
 2600.HK | 0.01% | 2.07% | - |
 ALV.DE | 0.01% | 4.1% | $13.8 |
 BRE.MI | 0.01% | 2.91% | $0.3 |
 EXE | 0.01% | 2.17% | $2.3 |
 MONC.MI | 0.01% | 2.42% | $1.15 |
 VISTN.OL | 0.01% | 4.63% | - |
 MDT.US | 0.01% | 2.94% | $2.77 |
 GAW.L | 0.01% | 2.78% | $5.5 |
 CVX | 0.01% | 3.75% | $6.28 |
 HER.MI | 0.01% | 3.42% | $0.13 |
 TMUS | 0.01% | 1.74% | $1.95 |
 RPRX | 0.01% | 1.98% | $0.82 |
 ZTS | 0.01% | 1.6% | $1.67 |
 MRL.MC | 0.01% | 2.4% | $0.36 |
 1299.HK | 0.01% | 2.12% | $1.61 |
 DBI | 0.01% | 2.76% | $0.2 |
 MF.PA | 0.01% | 4.49% | $4 |
 YAR.OL | 0.01% | 4.67% | $5 |
 00322.HK | 0.01% | 2.74% | $0.3 |
 MSFT | 0.01% | 0.87% | $3 |
 0992.HK | 0.01% | 4.06% | $0.38 |
 MRSH | 0.01% | 1.94% | $2.84 |
 OTEX | 0.01% | 5.28% | - |
 DINO | 0.01% | 4.01% | $1.9 |
 BUR.PA | 0% | 3.71% | - |
 VLO | 0% | 2.31% | $4.18 |
 MAP.MC | 0% | 3.73% | $0.12 |
 NVS | 0% | 1.86% | $3.2 |
 GFRD.L | 0% | 3.45% | $0.12 |
 ITX.MC | 0% | 2.4% | $1.11 |
 GEST.MC | 0% | 2.28% | $0.12 |
 AALB.NV | 0% | 3.48% | $1.13 |
 GALE.ZU | 0% | 2.45% | $2.2 |
 ENAV.MI | 0% | 4.86% | $0.23 |
 HILS.L | 0% | 2.12% | $0.43 |
 ACS.MC | 0% | 1.5% | $1.57 |
 CTEC.L | 0% | 2.16% | $0.05 |
 ABT | 0% | 2.12% | $2.16 |
 QCOM | 0% | 2.44% | $3.25 |
 FME.DE | 0% | 3.73% | $1.19 |
 ERIC-B.ST | 0% | 2.97% | $2.7 |
 DNR.MI | 0% | 1.54% | $0.12 |
 QLT.L | 0% | 3.21% | $0.05 |
 IP.MI | 0% | 0.83% | $0.32 |
 NTES | 0% | 2.56% | $2.58 |
 SGE.L | 0% | 2.72% | $0.2 |
 DOCS.L | 0% | 3.71% | $0.03 |
 OLED | 0% | 1.74% | $1.5 |
 ELIS.PA | 0% | 1.66% | $0.43 |
 00175.HK | 0% | 2.02% | $0.22 |
 ADT | 0% | 2.77% | $0.18 |
 ATR | 0% | 1.3% | $1.64 |
 EL.PA | 0% | 1.67% | $3.95 |
 RAYb.ST | 0% | 2.18% | - |
 FCBC | 0% | 3.05% | $1.16 |
 SSPG.L | 0% | 2.08% | $0.04 |
 SHOO | 0% | 2.35% | $0.84 |
 9633.HK | 0% | 1.75% | - |
 FDR.MC | 0% | 2.12% | $0.45 |
 2899.HK | 0% | 1.22% | $0.27 |
 TEL.US | 0% | 1.17% | $3.9 |
 AMBEA.ST | 0% | 2.13% | - |
 ALL | 0% | 1.96% | $3.62 |
 NTAP | 0% | 2.04% | $2.02 |
 ORI | 0% | 2.74% | $1.02 |
 KBX.DE | 0% | 1.56% | $1.64 |
 JEF | 0% | 3.16% | $1.2 |
 HUM | 0% | 2.03% | $3.54 |
 LRE.L | 0% | 2.57% | $0.16 |
 HEI.DE | 0% | 1.69% | $3 |
 CTRA | 0% | 2.94% | $0.82 |
 DB1.DE | 0% | 1.82% | $3.8 |
 NESN.ZU | 0% | 3.74% | $3 |
 DVN | 0% | 2.26% | $2.05 |
 NHC.ASX | 0% | 7.25% | $0.38 |
 G1A.DE | 0% | 1.77% | $1 |
 AIR.PA | 0% | 1.08% | $1.8 |
 CAP.PA | 0% | 3.33% | $3.4 |
 UNH | 0% | 3.08% | $7.74 |
 APA | 0% | 3.56% | $1 |
 TLX.DE | 0% | 2.55% | $2.35 |
 GILD | 0% | 2.17% | $3.04 |
 REC.MI | 0% | 2.7% | $1.2 |
 COH.ASX | 0% | 2.16% | $3.75 |
 BC8.DE | 0% | 2.15% | $0.7 |
 UGI | 0% | 4.03% | $1.5 |
 AZN.L | 0% | 1.56% | $2.28 |
 CRCT | 0% | 4.61% | $0.1 |
 RACE | 0% | 1.14% | $2.64 |
 NKE | 0% | 2.56% | $1.45 |
 HEXA-B.ST | 0% | 1.5% | $1.53 |
 TME | 0% | 1.18% | $0.12 |
 LNG | 0% | 0.96% | $1.7 |
 HOT.DE | 0% | 1.27% | $4.4 |
 MLI | 0% | 0.93% | $0.7 |
 DIS | 0% | 1.43% | $0.75 |
 ELE.MC | 0% | 3.05% | $0.81 |
 B | 0% | 1.7% | $0.4 |
 AMGN | 0% | 2.54% | $8.76 |
 LDOS | 0% | 0.99% | $1.5 |
 OXY | 0% | 1.93% | $0.8 |
 NCAB.ST | 0% | 2.09% | - |
 BR | 0% | 2.09% | $3.2 |
 01177.HK | 0% | 1.47% | $0.05 |
 NEM | 0% | 0.81% | $1.3 |
 RHM.DE | 0% | 0.48% | $5.7 |
 S32.ASX | 0% | 2.07% | $0.06 |
 02018.HK | 0% | 0.63% | $0.1 |
 TT | 0% | 0.85% | $3.27 |
 0700.HK | 0% | 0.88% | $3.4 |
 TSM | 0% | 0.72% | $1.74 |
 ERF.PA | 0% | 0.9% | $1 |
 ORCL | 0% | 1.35% | $1.6 |
 PNR | 0% | 1.03% | $0.91 |
 DRS | 0% | 0.85% | - |
 DHI | 0% | 1.08% | $1.15 |
 ACM | 0% | 1.16% | $0.84 |
 ABBN.ZU | 0% | 1.31% | $0.87 |
 AHT.L | 0% | 1.55% | $0.8 |
 AVGO | 0% | 0.73% | $19.7 |
 UTDI.DE | 0% | 1.6% | $0.5 |
 GRF.MC | 0% | 1.11% | - |
 CRM | 0% | 0.9% | $0.4 |
 ROVI.MC | 0% | 0.92% | $1.05 |
 00388.HK | 0% | 2.63% | $8.41 |
 EQT | 0% | 1.09% | $0.62 |
 BMI | 0% | 0.99% | $1.08 |
 PRU.ASX | 0% | 1.72% | $0.04 |
 BOL.ST | 0% | 1.54% | $7.5 |
 EVR | 0% | 1.05% | $3.08 |
 GPC | 0% | 3.55% | $3.9 |
 IBM | 0% | 2.82% | $6.65 |
 OGN.US | 0% | 1.07% | $1.12 |
 URI | 0% | 0.86% | $6.22 |
 ROP | 0% | 1.01% | $2.93 |
 NUE | 0% | 1.27% | $2.13 |
 LOGN.ZU | 0% | 1.8% | $1.06 |
 INTU | 0% | 1.18% | $3.6 |
 KGX.DE | 0% | 1.36% | $0.7 |
 AFX.DE | 0% | 2.1% | $1.1 |
 9988.HK | 0% | 0.72% | $0.98 |
 IFX.DE | 0% | 0.74% | $0.35 |
 HSY | 0% | 2.42% | $5.12 |
 BSY | 0% | 0.86% | $0.22 |
 3692.HK | 0% | 1.07% | - |
 LLY | 0% | 0.61% | $4.86 |
 APH | 0% | 0.54% | $0.44 |
 NVGS | 0% | 1.09% | - |
 AGRO | 0% | 3.93% | $0.33 |
 BKNG | 0% | 0.95% | $17.5 |
 V | 0% | 0.8% | $2.01 |
 EMSN.ZU | 0% | 2.75% | $20 |
 LONN.ZU | 0% | 0.76% | $4 |
 CEG | 0% | 0.48% | - |
 AXP | 0% | 1% | $2.6 |
 MA | 0% | 0.64% | $2.46 |
 AM.PA | 0% | 1.37% | $3.37 |
 TNE.ASX | 0% | 1.07% | $0.17 |
 KKR | 0% | 0.77% | $0.67 |
 ASM.NV | 0% | 0.41% | $2.75 |
 REY.MI | 0% | 1.29% | $1 |
 LRCX | 0% | 0.4% | $8 |
 BIM.PA | 0% | 0.94% | $0.85 |
 PYPL | 0% | 0.59% | - |
 WRB.US | 0% | 0.51% | $0.45 |
 FTI | 0% | 0.3% | $0.2 |
 DYVOX.ST | 0% | 0.63% | - |
 SPGI | 0% | 0.91% | $3.62 |
 ASKER.ST | 0% | 0.63% | - |
 REGN | 0% | 0.46% | - |
 VWS.CO | 0% | 0.35% | - |
 COR | 0% | 0.63% | $2.02 |
 IDR.MC | 0% | 0.35% | $0.2 |
 VST | 0% | 0.51% | $0.85 |
 AAL.L | 0% | 0.64% | $0.77 |
 BRO | 0% | 0.9% | $0.51 |
 MTX.DE | 0% | 0.59% | $2 |
 WST | 0% | 0.36% | $0.8 |
 GOOGL | 0% | 0.27% | $0.2 |
 3750.HK | 0% | 0.22% | - |
 META | 0% | 0.32% | $1 |
 02382.HK | 0% | 0.92% | $0.22 |
 TMO | 0% | 0.33% | $1.48 |
 3888.HK | 0% | 0.58% | $0.14 |
 AAPL | 0% | 0.38% | $0.97 |
 SRT.DE | 0% | 0.39% | $0.73 |
 WTC.ASX | 0% | 0.45% | $0.16 |
 MRVL | 0% | 0.3% | $0.24 |
 VU.PA | 0% | 0.49% | $0.3 |
 NVDA | 0% | 0.02% | $0.02 |
 INTR | 0% | 0% | $0 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.42
-0.42
-1
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-7.7
-7.7
-8
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-0.42
-0.42
-1
0.75
1.25
2
2
Information Ratio
-1.03
-1.03
-2
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.43
High:BP.L
4,275BP.LLow:QLT.L
-2,142.22QLT.LDetails
PEG Ratio
269.65
High:ENOG.L
7,874.9ENOG.LLow:
IOT
-435.27IOTDetails
Price/Book
5.49
High:VAR.OL
260.74VAR.OLLow:
XERS
-1,280.77XERSDetails
Price/Sales
4.02
High:
ALT
20,387.31ALTLow:
AMLX
-2,016.83AMLXDetails
Price/CF
16.92
High:
MSTR
7,511.07MSTRLow:QLT.L
0.39QLT.LDetails
Price/FCF
40.75
High:HICL.L
8,066.77HICL.LLow:QLT.L
0.39QLT.LDetails
P/E Ratio
27.43
High:BP.L
4,275BP.LLow:QLT.L
-2,142.22QLT.LDetails
PEG Ratio
269.65
High:ENOG.L
7,874.9ENOG.LLow:IOT
-435.27IOTDetails
Price/Book
5.49
High:VAR.OL
260.74VAR.OLLow:XERS
-1,280.77XERSDetails
Price/Sales
4.02
High:ALT
20,387.31ALTLow:AMLX
-2,016.83AMLXDetails
Price/CF
16.92
High:MSTR
7,511.07MSTRLow:QLT.L
0.39QLT.LDetails
Price/FCF
40.75
High:HICL.L
8,066.77HICL.LLow:QLT.L
0.39QLT.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.3% | Feb 2022 | Jan 2025 | 35 |
-2.22% | Feb 2025 | May 2025 | 3 |
-1% | Mar 2026 | - | 1 |
-0.13% | Oct 2025 | Nov 2025 | 1 |