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+1.18%
This Month
+13.03%
Year To Date
+25.94%
2 Years
-6.3%
5 Years
-6.3%
10 Years
-1.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.9%
- 🧬 Health Technology11.14%
- 🖥️ Technology Services10.89%
- 💰 Finance7.03%
- 💻 Electronic Technology5.93%
- 🛠️ Producer Manufacturing3.71%
- 🧪 Process Industries3.66%
- 🪨 Non Energy Minerals3.2%
- 🍞 Consumer Non Durables3.05%
- 🏭 Industrial Services2.57%
- ⛏️ Energy Minerals2.54%
- 🏥 Health Services2.4%
- 💼 Commercial Services2.28%
- ⚡ Utilities2.23%
- 🚚 Transportation2.22%
- 🛍️ Retail Trade2.17%
- 💇♀️ Consumer Services1.89%
- 🚗 Consumer Durables1.45%
- 📡 Communications1.37%
- 📊 ETFs0.63%
- 📦 Distribution Services0.57%
- 🪙 Cryptocurrencies0.55%
- ❓ Other0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.42%
- 🇺🇸 Nasdaq15.23%
- 🇩🇪 FRA7.7%
- 🇫🇷 Euronext Paris7.24%
- 🇮🇹 Borsa Italiana5.62%
- 🇬🇧 LSE3.03%
- 🇪🇸 Bolsa De Madrid2.9%
- 🇳🇱 Euronext Amsterdam1.63%
- 🇭🇰 Hong Kong Exchanges1.51%
- 🇦🇺 Sydney1.46%
- 🇨🇭 SIX1.28%
- 🇩🇰 Copenhagen Stock Exchange0.75%
- 🇳🇴 Oslo Stock Exchange0.74%
- 🌍 Digital Currency0.55%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇧🇪 Euronext Brussels0.34%
- 🇸🇦 Tadawul0.33%
- 🇦🇪 Dubai Financial Market0.28%
- 🇩🇪 Xetra ETFs0.22%
- 🇫🇮 Helsinki Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.98%
- 🇩🇪 Germany7.8%
- 🇫🇷 France6.86%
- 🇮🇹 Italy4.87%
- 🇬🇧 United Kingdom3.47%
- 🇪🇸 Spain2.9%
- 🇨🇭 Switzerland2.16%
- 🇨🇳 China2.07%
- 🇳🇱 Netherlands1.52%
- 🇦🇺 Australia1.37%
- 🇱🇺 Luxembourg0.84%
- 🇩🇰 Denmark0.75%
- 🇸🇪 Sweden0.57%
- 🇮🇪 Ireland0.5%
- 🇹🇼 Taiwan0.46%
- 🇧🇷 Brazil0.41%
- 🇧🇪 Belgium0.4%
- 🇳🇴 Norway0.39%
- 🇸🇬 Singapore0.38%
- 🇮🇱 Israel0.36%
- 🇧🇲 Bermuda0.36%
- 🇨🇦 Canada0.34%
- 🇸🇦 Saudi Arabia0.33%
- 🇭🇰 Hong Kong0.32%
- 🇺🇾 Uruguay0.32%
- 🇯🇵 Japan0.29%
- 🇫🇮 Finland0.11%
- 🇳🇿 New Zealand0.09%
- 🇹🇷 Türkiye0.04%
Dividends
Dividend Yield
1.52%
236 out of 373 instruments pay dividend.
43 dividend payments in the next 30 days.
Highest Dividend: $AIRARABIA.AE (14.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AIRARABIA.AE | 0.04% | 14.27% | - |
 TEN.MI | 0.04% | 4.92% | $0.55 |
 PFE | 0.03% | 7.15% | $1.66 |
 BAMI.MI | 0.02% | 7.81% | $0.56 |
 MBG.DE | 0.02% | 8.41% | $5.3 |
 SAOC | 0.02% | 6.74% | $1.87 |
 BFF.MI | 0.02% | 11.74% | $0.98 |
 RIO.L | 0.02% | 6.12% | $3.41 |
 ENAV.MI | 0.02% | 6.26% | $0.23 |
 PBR.A | 0.02% | 9.81% | $2.21 |
 ENEL.MI | 0.02% | 6% | $0.43 |
 GTT.PA | 0.02% | 4.78% | $4.36 |
 UNH | 0.02% | 2.54% | $7.74 |
 NESN.ZU | 0.02% | 4.25% | $3 |
 DSFIR.NV | 0.02% | 3.2% | $2.5 |
 BAS.DE | 0.02% | 5.16% | $3.4 |
 VIE.PA | 0.02% | 4.87% | $1.25 |
 VK.PA | 0.02% | 9.62% | - |
 BHP.ASX | 0.02% | 4.27% | $2.35 |
 SHEL.L | 0.02% | 4.1% | $0.8 |
 EKTAB.ST | 0.02% | 4.84% | $2.4 |
 SAN.PA | 0.01% | 4.98% | $3.76 |
 RKT.L | 0.01% | 3.63% | $1.93 |
 ROG.ZU | 0.01% | 3.76% | $9.6 |
 788.HK | 0.01% | 4.18% | $0.04 |
 TTE.PA | 0.01% | 6.26% | $3.06 |
 ENI.MI | 0.01% | 6.84% | $0.94 |
 XOM | 0.01% | 3.47% | $3.76 |
 MO | 0.01% | 6.36% | $3.92 |
 MUV2.DE | 0.01% | 3.87% | $15 |
 SPM.MI | 0.01% | 7.2% | - |
 TFI.PA | 0.01% | 6.77% | $0.55 |
 BMED.MI | 0.01% | 5.85% | $0.7 |
 BPE.MI | 0.01% | 6.42% | $0.3 |
 BPSO.MI | 0.01% | 6.07% | $0.56 |
 LOG.MC | 0.01% | 5.94% | $1.5 |
 TEF.MC | 0.01% | 5.38% | $0.24 |
 IMB.L | 0.01% | 6.08% | $1.49 |
 MPLX | 0.01% | 7.49% | $3.33 |
 TAK | 0.01% | 3.59% | $0.56 |
 VZ | 0.01% | 6.24% | $2.66 |
 LMT | 0.01% | 2.79% | $12.45 |
 PST.MI | 0.01% | 5.41% | $0.8 |
 AZM.MI | 0.01% | 5.69% | $0.99 |
 MC.PA | 0.01% | 2.57% | $13 |
 MDT.US | 0.01% | 2.99% | $2.77 |
 JNJ | 0.01% | 2.88% | $4.81 |
 ELE.MC | 0.01% | 4.03% | $0.81 |
 GILD | 0.01% | 2.83% | $3.04 |
 SUBC.OL | 0.01% | 4.74% | $3.5 |
 G.MI | 0.01% | 4.37% | $1.28 |
 DOC | 0.01% | 6.66% | $1.2 |
 ACE.MI | 0.01% | 4.9% | $0.88 |
 MOS | 0.01% | 2.57% | $0.82 |
 SW.PA | 0.01% | 5.1% | $3.1 |
 EOAN.DE | 0.01% | 3.52% | $0.53 |
 IRE.MI | 0.01% | 5.01% | $0.11 |
 NTGY.MC | 0.01% | 5.34% | $1.13 |
 9618.HK | 0.01% | 2.83% | $2.97 |
 CONTX.OL | 0.01% | 5.79% | - |
 UNI.MI | 0.01% | 4.9% | $0.38 |
 BMY | 0.01% | 5.31% | $2.34 |
 BKT.MC | 0.01% | 3.54% | $0.38 |
 OR.PA | 0.01% | 1.85% | $6.6 |
 SHL.DE | 0.01% | 2% | $0.95 |
 DHL.DE | 0.01% | 4.87% | $1.85 |
 MRK | 0.01% | 4.02% | $3.04 |
 TEMN.ZU | 0.01% | 2.05% | $1.2 |
 ENG.MC | 0.01% | 6.15% | $1.41 |
 GBF.DE | 0.01% | 2.63% | $1.8 |
 NTR | 0.01% | 3.92% | $2.14 |
 UMG.NV | 0.01% | 2.12% | $0.51 |
 GSK.L | 0.01% | 4.31% | $0.59 |
 ALV.DE | 0.01% | 4.43% | $13.8 |
 PIRC.MI | 0.01% | 4.14% | $0.2 |
 AMLP | 0.01% | 7.87% | - |
 HER.MI | 0.01% | 4.07% | $0.13 |
 DTE.DE | 0.01% | 3.07% | $0.77 |
 PFF | 0.01% | 6.65% | - |
 AYV.PA | 0.01% | 3.63% | $0.47 |
 LHA.DE | 0.01% | 4.06% | $0.3 |
 FGR.PA | 0.01% | 4.25% | $4.1 |
 NVS | 0.01% | 2.67% | $3.2 |
 NTES | 0.01% | 1.84% | $2.58 |
 RWAY.MI | 0.01% | 5.38% | $0.32 |
 BBVA.MC | 0.01% | 3.5% | $0.45 |
 GET.PA | 0.01% | 3.71% | $0.55 |
 KER.PA | 0.01% | 2.28% | $14 |
 DBK.DE | 0.01% | 2.2% | $0.45 |
 PGR | 0.01% | 2% | $1.15 |
 HYG | 0.01% | 5.77% | - |
 FME.DE | 0.01% | 3.38% | $1.19 |
 AENA.MC | 0.01% | 3.21% | $6.2 |
 IBE.MC | 0.01% | 3.32% | $0.45 |
 BRE.MI | 0.01% | 3.29% | $0.3 |
 DVN | 0.01% | 2.69% | $2.05 |
 ELIS.PA | 0.01% | 1.91% | $0.43 |
 CS.PA | 0.01% | 5.42% | $1.98 |
 NHC.ASX | 0.01% | 9.81% | $0.38 |
 AI.PA | 0.01% | 1.89% | $2.91 |
 TE.PA | 0.01% | 2.06% | $0.57 |
 MF.PA | 0.01% | 5.92% | $4 |
 00175.HK | 0.01% | 1.68% | $0.22 |
 ADT | 0.01% | 2.53% | $0.18 |
 ITX.MC | 0.01% | 2.99% | $1.11 |
 AZN.L | 0.01% | 2.16% | $2.28 |
 NSIS-B.CO | 0.01% | 1.62% | $6.2 |
 EOG | 0.01% | 3.26% | $5.06 |
 MCHP | 0% | 2.82% | $1.75 |
 CAP.PA | 0% | 2.76% | $3.4 |
 ABI.BR | 0% | 1.43% | $0.57 |
 SGO.PA | 0% | 2.36% | $2.1 |
 IBM | 0% | 2.61% | $6.65 |
 QCOM | 0% | 2.12% | $3.25 |
 CTRA | 0% | 3.54% | $0.82 |
 SAP.DE | 0% | 1.12% | $2.2 |
 TLT | 0% | 4.3% | - |
 BP.L | 0% | 5.84% | $0.23 |
 AIR.PA | 0% | 1.04% | $1.8 |
 DLG.MI | 0% | 2.7% | $0.67 |
 OWL | 0% | 4.37% | $0.6 |
 LIN | 0% | 1.25% | $5.33 |
 ELV | 0% | 2.18% | $6.22 |
 REC.MI | 0% | 2.4% | $1.2 |
 SMIN.L | 0% | 1.89% | $0.42 |
 HLN | 0% | 1.94% | $0.15 |
 OC | 0% | 1.79% | $2.24 |
 SIE.DE | 0% | 2.3% | $4.7 |
 BEZ.L | 0% | 3.04% | $0.14 |
 TSM | 0% | 0.94% | $1.74 |
 SAN.MC | 0% | 2.02% | $0.14 |
 SESG.PA | 0% | 6.74% | $0.43 |
 MRK.DE | 0% | 2.07% | $2.2 |
 TRET.DE | 0% | 3.19% | - |
 KNEBV.HE | 0% | 3.22% | $1.75 |
 AMGN | 0% | 3.44% | $8.76 |
 GRF.MC | 0% | 1.01% | - |
 KBX.DE | 0% | 2.09% | $1.64 |
 PRU.ASX | 0% | 1.8% | $0.04 |
 OXY | 0% | 1.98% | $0.8 |
 HSY | 0% | 2.83% | $5.12 |
 YOU | 0% | 1.32% | $0.35 |
 NUE | 0% | 1.54% | $2.13 |
 DIS | 0% | 0.87% | $0.75 |
 DNL.ASX | 0% | 3.01% | $0.09 |
 ATE.PA | 0% | 2.29% | $1.5 |
 UMC | 0% | 5.44% | $0.36 |
 MSFT | 0% | 0.65% | $3 |
 FBIN | 0% | 1.7% | $0.94 |
 DSY.PA | 0% | 0.95% | $0.23 |
 WMT | 0% | 0.91% | $0.81 |
 ALL | 0% | 2% | $3.62 |
 PNDORA.CO | 0% | 2.32% | $18 |
 NEM | 0% | 1.27% | $1.3 |
 CE | 0% | 1.74% | $2.8 |
 AXS.US | 0% | 1.87% | $1.76 |
 AKE.PA | 0% | 6.14% | $3.5 |
 FTI | 0% | 0.51% | $0.2 |
 HEI.DE | 0% | 1.66% | $3 |
 BOL.PA | 0% | 1.64% | $0.07 |
 UTDI.DE | 0% | 1.45% | $0.5 |
 DB1.DE | 0% | 1.72% | $3.8 |
 G1A.DE | 0% | 1.84% | $1 |
 NDA.DE | 0% | 1.54% | $1.4 |
 TKA.DE | 0% | 1.31% | $0.15 |
 AM.PA | 0% | 1.57% | $3.37 |
 IMI.L | 0% | 1.41% | $0.28 |
 V | 0% | 0.7% | $2.01 |
 ALM.MC | 0% | 1.34% | $0.15 |
 NHY.OL | 0% | 3.32% | $2.5 |
 CTSH | 0% | 1.78% | $1.18 |
 GPC | 0% | 2.93% | $3.9 |
 AFX.DE | 0% | 1.4% | $1.1 |
 HO.PA | 0% | 1.43% | $3.4 |
 ASM.NV | 0% | 0.66% | $2.75 |
 LDO.MI | 0% | 1.03% | $0.28 |
 BOL.ST | 0% | 2.53% | $7.5 |
 AAPL | 0% | 0.43% | $0.97 |
 ATAT | 0% | 0.99% | $0.13 |
 CAH | 0% | 1.37% | $2.01 |
 CF | 0% | 2.35% | $1.8 |
 DNR.MI | 0% | 1.57% | $0.12 |
 CRM | 0% | 0.69% | $0.4 |
 AGRO | 0% | 4.25% | $0.33 |
 LDOS | 0% | 0.88% | $1.5 |
 G24.DE | 0% | 1.2% | $1.2 |
 EMSN.ZU | 0% | 2.97% | $20 |
 IFX.DE | 0% | 1.09% | $0.35 |
 SLB | 0% | 3.21% | $1.05 |
 REGN | 0% | 0.46% | - |
 LLY | 0% | 0.76% | $4.86 |
 AXP | 0% | 0.93% | $2.6 |
 EQNR.OL | 0% | 6.27% | $13.95 |
 ICE | 0% | 1.1% | $1.77 |
 NEE | 0% | 3.17% | $1.97 |
 ASML.NV | 0% | 0.88% | $6.1 |
 IP.MI | 0% | 0.82% | $0.32 |
 GLEN.L | 0% | 2.41% | $0.1 |
 BDX | 0% | 2.23% | $3.76 |
 BZU.MI | 0% | 1.45% | $0.6 |
 YAR.OL | 0% | 1.36% | $5 |
 BIM.PA | 0% | 0.8% | $0.85 |
 KLAC | 0% | 0.73% | $5.65 |
 PNR | 0% | 0.88% | $0.91 |
 ORCL | 0% | 0.62% | $1.6 |
 ALL.ASX | 0% | 1.26% | $0.7 |
 YMM | 0% | 0.6% | $0.13 |
 HCA | 0% | 0.71% | $2.52 |
 HSX.L | 0% | 2.54% | $0.3 |
 ZTS | 0% | 1.31% | $1.67 |
 RMS.PA | 0% | 1.23% | $25 |
 0700.HK | 0% | 0.68% | $3.4 |
 WDFC | 0% | 1.77% | $3.42 |
 META | 0% | 0.33% | $1 |
 BRO | 0% | 0.66% | $0.51 |
 MTX.DE | 0% | 0.62% | $2 |
 AGCO | 0% | 1.04% | $1.16 |
 HAG.DE | 0% | 0.53% | $0.4 |
 CHE | 0% | 0.47% | $1.6 |
 MRVL | 0% | 0.35% | $0.24 |
 BMI | 0% | 0.8% | $1.08 |
 LXS.DE | 0% | 0.43% | $0.1 |
 MCK | 0% | 0.43% | $2.48 |
 TER | 0% | 0.42% | $0.46 |
 COR | 0% | 0.76% | $2.02 |
 3888.HK | 0% | 0.43% | $0.14 |
 WTC.ASX | 0% | 0.23% | $0.16 |
 DAL | 0% | 1.1% | $0.3 |
 IDR.MC | 0% | 0.59% | $0.2 |
 TMO | 0% | 0.35% | $1.48 |
 RHM.DE | 0% | 0.43% | $5.7 |
 EXENS.PA | 0% | 0.23% | - |
 1U1.DE | 0% | 0.24% | $0.05 |
 GEHC | 0% | 0.17% | $0.12 |
 NVDA | 0% | 0.02% | $0.02 |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
DOC | Ex-Dividend | Sep 19, 2025 | $0.10 |
META | Ex-Dividend | Sep 22, 2025 | $0.52 |
ENI.MI | Ex-Dividend | Sep 22, 2025 | $0.31 |
IMI.L | Pay Day | Sep 22, 2025 | $0.14 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
NHC.ASX | Ex-Dividend | Sep 22, 2025 | $0.10 |
DLG.MI | Ex-Dividend | Sep 22, 2025 | $0.46 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
HSX.L | Pay Day | Sep 23, 2025 | $0.14 |
ENI.MI | Pay Day | Sep 24, 2025 | $0.31 |
DLG.MI | Pay Day | Sep 24, 2025 | $0.46 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
ELV | Pay Day | Sep 25, 2025 | $1.71 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
BHP.ASX | Pay Day | Sep 25, 2025 | $0.60 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
META | Pay Day | Sep 29, 2025 | $0.52 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
TER | Pay Day | Sep 29, 2025 | $0.12 |
NTR | Ex-Dividend | Sep 29, 2025 | $0.55 |
HCA | Pay Day | Sep 30, 2025 | $0.72 |
NUE | Ex-Dividend | Sep 30, 2025 | $0.55 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
BDX | Pay Day | Sep 30, 2025 | $1.04 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
ICE | Pay Day | Sep 30, 2025 | $0.48 |
DOC | Pay Day | Sep 30, 2025 | $0.10 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
CAH | Ex-Dividend | Oct 1, 2025 | $0.51 |
ALL | Pay Day | Oct 1, 2025 | $1.00 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
PGR | Ex-Dividend | Oct 2, 2025 | $0.10 |
GPC | Pay Day | Oct 2, 2025 | $1.03 |
ADT | Pay Day | Oct 2, 2025 | $0.06 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
UMG.NV | Ex-Dividend | Oct 6, 2025 | $0.28 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
NHC.ASX | Pay Day | Oct 8, 2025 | $0.10 |
 BZ | Ex-Dividend | Oct 8, 2025 | $0.17 |
ORCL | Ex-Dividend | Oct 9, 2025 | $0.50 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
PRU.ASX | Pay Day | Oct 9, 2025 | $0.03 |
SLB | Pay Day | Oct 9, 2025 | $0.28 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
VZ | Ex-Dividend | Oct 10, 2025 | $0.69 |
PGR | Pay Day | Oct 10, 2025 | $0.10 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
WTC.ASX | Pay Day | Oct 10, 2025 | $0.05 |
YMM | Ex-Dividend | Oct 10, 2025 | $0.10 |
CAH | Pay Day | Oct 15, 2025 | $0.51 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
EOG | Ex-Dividend | Oct 17, 2025 | $1.02 |
NTR | Pay Day | Oct 17, 2025 | $0.55 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
BZ | Pay Day | Oct 23, 2025 | $0.17 |
YMM | Pay Day | Oct 27, 2025 | $0.10 |
UMG.NV | Pay Day | Oct 28, 2025 | $0.28 |
SUBC.OL | Ex-Dividend | Oct 29, 2025 | $0.58 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
EOG | Pay Day | Oct 31, 2025 | $1.02 |
788.HK | Pay Day | Oct 31, 2025 | $0.02 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
SUBC.OL | Pay Day | Nov 6, 2025 | $0.58 |
NUE | Pay Day | Nov 10, 2025 | $0.55 |
EQNR.OL | Ex-Dividend | Nov 13, 2025 | $0.37 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
EQNR.OL | Pay Day | Nov 26, 2025 | $0.37 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
GTT.PA | Ex-Dividend | Dec 9, 2025 | $4.62 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
GTT.PA | Pay Day | Dec 11, 2025 | $4.62 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 2.4/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-8.73
-8.73
-9
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.64
-0.64
-1
0.75
1.25
2
2
Information Ratio
-1.06
-1.06
-2
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.36
-0.36
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-8.73
-8.73
-9
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.64
-0.64
-1
0.75
1.25
2
2
Information Ratio
-1.06
-1.06
-2
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.26
High:
STGW
472.97STGWLow:
HUBS
-2,222.69HUBSDetails
PEG Ratio
422.77
High:
AAPL
24,609.11AAPLLow:HUBS
-3,781.21HUBSDetails
Price/Book
6.06
High:
AXSM
77.78AXSMLow:
RYTM
-512.64RYTMDetails
Price/Sales
3.6
High:
PRME
121.61PRMELow:
TERN
-TERNDetails
Price/CF
17.29
High:
MIRM
281.33MIRMLow:
AYV.PA
0.63AYV.PADetails
Price/FCF
37.93
High:
NUE
5,649.81NUELow:
BAMI.MI
1.11BAMI.MIDetails
P/E Ratio
28.26
High:STGW
472.97STGWLow:HUBS
-2,222.69HUBSDetails
PEG Ratio
422.77
High:AAPL
24,609.11AAPLLow:HUBS
-3,781.21HUBSDetails
Price/Book
6.06
High:AXSM
77.78AXSMLow:RYTM
-512.64RYTMDetails
Price/Sales
3.6
High:PRME
121.61PRMELow:TERN
-TERNDetails
Price/CF
17.29
High:MIRM
281.33MIRMLow:AYV.PA
0.63AYV.PADetails
Price/FCF
37.93
High:NUE
5,649.81NUELow:BAMI.MI
1.11BAMI.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.3% | Feb 2022 | Jan 2025 | 35 |
-2.22% | Feb 2025 | May 2025 | 3 |