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+2.33%
This Month
+2.33%
Year To Date
+40.6%
2 Years
+126.33%
5 Years
+126.33%
10 Years
+27.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs91.67%
- 👥 Copy Trading3.85%
- 🛍️ Retail Trade1.82%
- 🖥️ Technology Services0.82%
- ⚡ Utilities0.69%
- 💻 Electronic Technology0.42%
- 🚗 Consumer Durables0.26%
- 🛠️ Producer Manufacturing0.26%
- 💵 Cash0.09%
- 💇♀️ Consumer Services0.06%
- 📦 Distribution Services0.04%
- ❓ Other0.03%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs61.77%
- 🇬🇧 LSE30.04%
- 🇺🇸 Nasdaq3.6%
- 🇺🇸 NYSE3.39%
- 🇪🇸 Bolsa De Madrid0.56%
- 🇭🇰 Hong Kong Exchanges0.26%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇩🇰 Copenhagen Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.15%
- 🇸🇬 Singapore1.96%
- 🇪🇸 Spain0.56%
- 🇭🇰 Hong Kong0.26%
- 🇮🇱 Israel0.26%
- 🇳🇱 Netherlands0.21%
- 🇰🇷 South Korea0.15%
- 🇦🇺 Australia0.12%
- 🇧🇷 Brazil0.1%
- 🇰🇾 Cayman Islands0.07%
- 🇮🇳 India0.07%
- 🇮🇪 Ireland0.06%
- 🇨🇳 China0.05%
- 🇺🇾 Uruguay0.05%
- 🇹🇼 Taiwan0.04%
- 🇳🇴 Norway0.04%
- 🇩🇰 Denmark0.03%
- 🇨🇭 Switzerland0.02%
Dividends
Dividend Yield
0.05%
11 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AXIA (8.4%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.43
2.43
0
1
2
3
3
Jensen's Alpha
16.66
16.66
-2
0
2
17
17
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
5.25
5.25
0
0.75
1.25
6
6
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.38
1.38
0
0.3
0.6
2
2
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
1.08
1.08
0
0.5
1
2
2
Sortino Ratio
2.43
2.43
0
1
2
3
3
Jensen's Alpha
16.66
16.66
-2
0
2
17
17
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
5.25
5.25
0
0.75
1.25
6
6
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.38
1.38
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.71
High:
SE
51.84SELow:
ORSTED.CO
-40.92ORSTED.CODetails
PEG Ratio
195.55
High:
TXN
2,094.08TXNLow:SE
3.88SEDetails
Price/Book
8.02
High:
ADSK
18.6ADSKLow:ORSTED.CO
0.83ORSTED.CODetails
Price/Sales
7.94
High:
MSFT
11.55MSFTLow:
UNFI
0.07UNFIDetails
Price/CF
18.19
High:ADSK
30.06ADSKLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
45.7
High:TXN
4,155.74TXNLow:
00175.HK
4.4400175.HKDetails
P/E Ratio
31.71
High:SE
51.84SELow:ORSTED.CO
-40.92ORSTED.CODetails
PEG Ratio
195.55
High:TXN
2,094.08TXNLow:SE
3.88SEDetails
Price/Book
8.02
High:ADSK
18.6ADSKLow:ORSTED.CO
0.83ORSTED.CODetails
Price/Sales
7.94
High:MSFT
11.55MSFTLow:UNFI
0.07UNFIDetails
Price/CF
18.19
High:ADSK
30.06ADSKLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
45.7
High:TXN
4,155.74TXNLow:00175.HK
4.4400175.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.45% | Aug 2023 | Jul 2024 | 11 |
-7.43% | Oct 2024 | Jun 2025 | 8 |
-2.63% | Apr 2023 | Jul 2023 | 3 |
-0.71% | Nov 2025 | Dec 2025 | 1 |