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0%
Today
+0.51%
This Month
+8.96%
Year To Date
+41.96%
2 Years
+73.33%
5 Years
+18.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- š ETFs39.88%
- šµ Cash18.94%
- š„ļø Technology Services16.42%
- š» Electronic Technology10.4%
- šļø Retail Trade8.42%
- š° Finance4.78%
- š Consumer Durables2.33%
- š§¬ Health Technology1.64%
- šāāļø Consumer Services1.58%
- š Consumer Non Durables1.52%
Exchanges Breakdown
- Exchange
- Total
- šŗšø NYSE54.93%
- šŗšø Nasdaq32.03%
Countries Breakdown
- Country
- Total
- šŗšø United States37.58%
- šØš³ China5.53%
- šÆšµ Japan2.33%
- š©š° Denmark1.64%
Dividends
Dividend Yield
1.07%
14 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KO (2.88%)
Dividend Yield Breakdown
Performance Metrics
Score 6.6/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.26
1.26
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.3
0.3
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.36
High:
NTDOY
56.11NTDOYLow:
BAC
13.87BACDetails
PEG Ratio
499.44
High:
KO
9,978.59KOLow:
BABA
21.05BABADetails
Price/Book
12.88
High:
MA
75.39MALow:
MCD
-61.5MCDDetails
Price/Sales
9.25
High:
NVDA
28.57NVDALow:BAC
1.85BACDetails
Price/CF
21.9
High:KO
282.33KOLow:BAC
8.92BACDetails
Price/FCF
39.87
High:KO
272.99KOLow:BAC
12.09BACDetails
P/E Ratio
34.36
High:NTDOY
56.11NTDOYLow:BAC
13.87BACDetails
PEG Ratio
499.44
High:KO
9,978.59KOLow:BABA
21.05BABADetails
Price/Book
12.88
High:MA
75.39MALow:MCD
-61.5MCDDetails
Price/Sales
9.25
High:NVDA
28.57NVDALow:BAC
1.85BACDetails
Price/CF
21.9
High:KO
282.33KOLow:BAC
8.92BACDetails
Price/FCF
39.87
High:KO
272.99KOLow:BAC
12.09BACDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.32% | Sep 2021 | Feb 2024 | 29 |
-15.74% | May 2019 | Jul 2019 | 2 |
-9.2% | Sep 2020 | Dec 2020 | 3 |
-7.91% | Mar 2025 | Jun 2025 | 3 |
-7.54% | Mar 2020 | Apr 2020 | 1 |
-4.25% | Apr 2024 | May 2024 | 1 |
-2.1% | Aug 2019 | Sep 2019 | 1 |
-1.74% | Dec 2024 | Jan 2025 | 1 |
-1.35% | May 2021 | Jun 2021 | 1 |
-1.1% | Oct 2024 | Nov 2024 | 1 |
-0.03% | Jan 2021 | Feb 2021 | 1 |