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-0.1%
This Month
-5.71%
Year To Date
+35.33%
2 Years
+70.2%
5 Years
+70.2%
10 Years
+16.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services36.48%
- 💻 Electronic Technology27.51%
- 📊 ETFs16.56%
- 🚗 Consumer Durables7.27%
- 🛍️ Retail Trade4.04%
- 🛠️ Producer Manufacturing2.4%
- 🪙 Cryptocurrencies2.34%
- 💵 Cash1.06%
- 💰 Finance0.87%
- 🍞 Consumer Non Durables0.83%
- ⚡ Utilities0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq73.8%
- 🇺🇸 NYSE11.59%
- 🇬🇧 LSE10.57%
- 🌍 Digital Currency2.34%
- 🇩🇰 Copenhagen Stock Exchange0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.32%
- 🇱🇺 Luxembourg4.05%
- 🇮🇱 Israel2.71%
- 🇩🇰 Denmark0.74%
- 🇸🇪 Sweden0.31%
Dividends
Dividend Yield
0.12%
8 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ORCL (1.31%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
2.75
2.75
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
2.75
2.75
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
34.63
High:
TSLA
377.27TSLALow:
CRWD
-322.68CRWDDetails
PEG Ratio
69.39
High:
FTNT
471.62FTNTLow:
TEAM
-232.81TEAMDetails
Price/Book
15.32
High:FTNT
49.71FTNTLow:
BYND
-0.08BYNDDetails
Price/Sales
10.9
High:
MSTR
90.21MSTRLow:BYND
0.21BYNDDetails
Price/CF
30.36
High:MSTR
7,511.07MSTRLow:
ORSTED.CO
6.99ORSTED.CODetails
Price/FCF
55.19
High:MSTR
1,187.5MSTRLow:
ETOR
9.25ETORDetails
P/E Ratio
34.63
High:TSLA
377.27TSLALow:CRWD
-322.68CRWDDetails
PEG Ratio
69.39
High:FTNT
471.62FTNTLow:TEAM
-232.81TEAMDetails
Price/Book
15.32
High:FTNT
49.71FTNTLow:BYND
-0.08BYNDDetails
Price/Sales
10.9
High:MSTR
90.21MSTRLow:BYND
0.21BYNDDetails
Price/CF
30.36
High:MSTR
7,511.07MSTRLow:ORSTED.CO
6.99ORSTED.CODetails
Price/FCF
55.19
High:MSTR
1,187.5MSTRLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.86% | Nov 2025 | - | 5 |
-9.29% | Feb 2025 | May 2025 | 3 |
-5.54% | Sep 2023 | Nov 2023 | 2 |
-1.8% | Dec 2022 | Jan 2023 | 1 |
-0.88% | Jan 2024 | Feb 2024 | 1 |
-0.67% | Apr 2024 | May 2024 | 1 |
-0.15% | Apr 2023 | May 2023 | 1 |
-0.1% | Jul 2024 | Aug 2024 | 1 |