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0%
This Month
-6.27%
Year To Date
+4.6%
2 Years
+4.6%
5 Years
+4.6%
10 Years
+4.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.23%
- 🧬 Health Technology20.6%
- 🍞 Consumer Non Durables14.23%
- 💰 Finance10.05%
- 🛍️ Retail Trade8.78%
- 💻 Electronic Technology5.35%
- 🪙 Cryptocurrencies5.29%
- 💼 Commercial Services4.81%
- 🚗 Consumer Durables3.86%
- 💵 Cash0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.1%
- 🇺🇸 NYSE23.09%
- 🇩🇪 FRA5.72%
- 🌍 Digital Currency5.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.94%
- 🇩🇰 Denmark8.06%
- 🇺🇾 Uruguay5.76%
- 🇩🇪 Germany5.72%
- 🇨🇦 Canada4.81%
- 🇬🇧 United Kingdom3.73%
- 🇮🇪 Ireland1.88%
Dividends
Dividend Yield
0.77%
5 out of 24 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MPT (6.48%)
Performance Metrics
Score 1.9/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.4
-0.4
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-14.47
-14.47
-15
0
2
4.5
4.5
Omega Ratio
0.25
0.25
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-1.97
-1.97
-2
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.4
-0.4
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.52
-0.52
-1
1
2
3
3
Jensen's Alpha
-14.47
-14.47
-15
0
2
4.5
4.5
Omega Ratio
0.25
0.25
0
1
1.5
2.5
2.5
Treynor Ratio
-0.61
-0.61
-1
0.75
1.25
2
2
Information Ratio
-1.97
-1.97
-2
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
53.49
High:
TSLA
364.78TSLALow:
TEAM
-99.36TEAMDetails
PEG Ratio
235.84
High:
ACN
3,265.22ACNLow:TEAM
-216.66TEAMDetails
Price/Book
6.82
High:TSLA
17.92TSLALow:
MPT
0.68MPTDetails
Price/Sales
5.34
High:
MSTR
105.23MSTRLow:
PUM.DE
0.53PUM.DEDetails
Price/CF
25.05
High:MSTR
7,511.07MSTRLow:
CROX
6.23CROXDetails
Price/FCF
103.97
High:MSTR
1,187.5MSTRLow:CROX
6.71CROXDetails
P/E Ratio
53.49
High:TSLA
364.78TSLALow:TEAM
-99.36TEAMDetails
PEG Ratio
235.84
High:ACN
3,265.22ACNLow:TEAM
-216.66TEAMDetails
Price/Book
6.82
High:TSLA
17.92TSLALow:MPT
0.68MPTDetails
Price/Sales
5.34
High:MSTR
105.23MSTRLow:PUM.DE
0.53PUM.DEDetails
Price/CF
25.05
High:MSTR
7,511.07MSTRLow:CROX
6.23CROXDetails
Price/FCF
103.97
High:MSTR
1,187.5MSTRLow:CROX
6.71CROXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.82% | Nov 2025 | - | 6 |
-1.99% | Jul 2025 | Aug 2025 | 1 |