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-1.75%
This Month
-2.35%
Year To Date
+53.17%
2 Years
+56.27%
5 Years
+56.27%
10 Years
+10.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.07%
- 💰 Finance27.37%
- 📊 ETFs16.4%
- 💇♀️ Consumer Services9.76%
- 🖥️ Technology Services6.45%
- 🚗 Consumer Durables5.15%
- ⛏️ Energy Minerals2.7%
- 🪨 Non Energy Minerals2.56%
- 📡 Communications2.12%
- 🧬 Health Technology0.9%
- 🏭 Industrial Services0.46%
- 🧪 Process Industries0.15%
- 💻 Electronic Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.52%
- 🇺🇸 Nasdaq24.53%
- 🇬🇧 LSE11.54%
- 🇩🇪 FRA3.96%
- 🇳🇱 Euronext Amsterdam1.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.27%
- 🇮🇱 Israel4.18%
- 🇩🇪 Germany3.96%
- 🇨🇦 Canada3.16%
- 🇬🇧 United Kingdom2.12%
- 🇳🇱 Netherlands1.53%
- 🇨🇭 Switzerland0.46%
Dividends
Dividend Yield
0.66%
9 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.9/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
0.61
0.61
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.71
High:
TSLA
377.27TSLALow:
PSKY
-27.19PSKYDetails
PEG Ratio
68.18
High:
BB
170.08BBLow:PSKY
-28.54PSKYDetails
Price/Book
1.53
High:TSLA
18.54TSLALow:
VOW3.DE
0.28VOW3.DEDetails
Price/Sales
2.34
High:
FNV
32.71FNVLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.91
High:TSLA
107.92TSLALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
40.52
High:
BLK
440.38BLKLow:
RIG
7.27RIGDetails
P/E Ratio
17.71
High:TSLA
377.27TSLALow:PSKY
-27.19PSKYDetails
PEG Ratio
68.18
High:BB
170.08BBLow:PSKY
-28.54PSKYDetails
Price/Book
1.53
High:TSLA
18.54TSLALow:VOW3.DE
0.28VOW3.DEDetails
Price/Sales
2.34
High:FNV
32.71FNVLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.91
High:TSLA
107.92TSLALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
40.52
High:BLK
440.38BLKLow:RIG
7.27RIGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.13% | Nov 2021 | Jul 2024 | 32 |
-3.26% | Dec 2024 | Jan 2025 | 1 |
-2.35% | Jan 2026 | - | 3 |
-1.21% | Sep 2021 | Oct 2021 | 1 |
-0.98% | Oct 2024 | Nov 2024 | 1 |
-0.84% | Mar 2025 | Apr 2025 | 1 |
-0.42% | Jun 2021 | Aug 2021 | 2 |