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+5.32%
This Month
+5.32%
Year To Date
+65.43%
2 Years
+135.34%
5 Years
+114.2%
10 Years
+13.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.93%
- 💵 Cash36.28%
- 📊 ETFs14.02%
- 🪙 Cryptocurrencies9.58%
- 💰 Finance5.65%
- 🖥️ Technology Services2.59%
- 🪨 Non Energy Minerals2.06%
- 🚗 Consumer Durables0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.89%
- 🇺🇸 NYSE11.65%
- 🌍 Digital Currency9.58%
- 🇬🇧 LSE4.12%
- 🇩🇪 Xetra ETFs1.75%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.81%
- 🇳🇱 Netherlands11.3%
- 🇨🇳 China0.16%
- 🇬🇧 United Kingdom0.12%
Dividends
Dividend Yield
0.23%
6 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TRIG.L (10.95%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.45
0.45
0
0.5
1
1.5
1.5
Sortino Ratio
0.85
0.85
0
1
2
3
3
Jensen's Alpha
1.39
1.39
-2
0
2
4.5
4.5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.61
High:
EQIX
71.8EQIXLow:
MP
-97.38MPDetails
PEG Ratio
72.44
High:
MSFT
203.51MSFTLow:
NIO
-124.22NIODetails
Price/Book
22.13
High:
NVDA
36.4NVDALow:
TRIG.L
0.64TRIG.LDetails
Price/Sales
18.64
High:MP
51.43MPLow:NIO
1.1NIODetails
Price/CF
37.46
High:MP
190.93MPLow:
MU
11.55MUDetails
Price/FCF
60.13
High:MP
277.68MPLow:
ASML
53.3ASMLDetails
P/E Ratio
42.61
High:EQIX
71.8EQIXLow:MP
-97.38MPDetails
PEG Ratio
72.44
High:MSFT
203.51MSFTLow:NIO
-124.22NIODetails
Price/Book
22.13
High:NVDA
36.4NVDALow:TRIG.L
0.64TRIG.LDetails
Price/Sales
18.64
High:MP
51.43MPLow:NIO
1.1NIODetails
Price/CF
37.46
High:MP
190.93MPLow:MU
11.55MUDetails
Price/FCF
60.13
High:MP
277.68MPLow:ASML
53.3ASMLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.59% | Nov 2021 | Mar 2023 | 16 |
-26.24% | Mar 2020 | Jun 2021 | 15 |
-17.61% | Apr 2024 | Nov 2024 | 7 |
-12.62% | Aug 2023 | Feb 2024 | 6 |
-6.53% | Feb 2025 | May 2025 | 3 |
-6.32% | Sep 2021 | Oct 2021 | 1 |
-5.32% | Nov 2025 | Jan 2026 | 2 |
-0.48% | Jul 2021 | Aug 2021 | 1 |