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+19.57%
This Month
+13.04%
Year To Date
+52.44%
2 Years
+52.44%
5 Years
+52.44%
10 Years
+52.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous54.66%
- 📊 ETFs16.31%
- 🖥️ Technology Services12.18%
- 💻 Electronic Technology10.57%
- 💰 Finance1.42%
- 🚗 Consumer Durables1.12%
- 📡 Communications1.09%
- 🛍️ Retail Trade0.96%
- 💇♀️ Consumer Services0.89%
- 🛠️ Producer Manufacturing0.79%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE47.89%
- 🇺🇸 Nasdaq19.59%
- 🇩🇪 Xetra ETFs16.31%
- 🇺🇸 NYSE9.44%
- 🇫🇷 Euronext Paris6.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.74%
- 🇬🇧 United Kingdom8.57%
- 🇮🇱 Israel1.28%
Dividends
Dividend Yield
0.07%
7 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RCL (1.51%)
Performance Metrics
Score 6.5/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
2.65
2.65
0
0.3
0.6
3
3
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
1.18
1.18
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
0.19
0.19
-2
0
2
4.5
4.5
Omega Ratio
1.62
1.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
2.65
2.65
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
36.42
High:
TSLA
364.78TSLALow:
INTC
-836.39INTCDetails
PEG Ratio
-378.33
High:
ANET
263.7ANETLow:
RKLB
-11,532.17RKLBDetails
Price/Book
8.48
High:
APP
77.81APPLow:
LUNR
-4.43LUNRDetails
Price/Sales
10.48
High:
ASTS
324.55ASTSLow:
OKLO
-OKLODetails
Price/CF
25.29
High:
PLTR
214.31PLTRLow:
RCL
11.78RCLDetails
Price/FCF
66.19
High:
ORCL
348.36ORCLLow:
ETOR
12.81ETORDetails
P/E Ratio
36.42
High:TSLA
364.78TSLALow:INTC
-836.39INTCDetails
PEG Ratio
-378.33
High:ANET
263.7ANETLow:RKLB
-11,532.17RKLBDetails
Price/Book
8.48
High:APP
77.81APPLow:LUNR
-4.43LUNRDetails
Price/Sales
10.48
High:ASTS
324.55ASTSLow:OKLO
-OKLODetails
Price/CF
25.29
High:PLTR
214.31PLTRLow:RCL
11.78RCLDetails
Price/FCF
66.19
High:ORCL
348.36ORCLLow:ETOR
12.81ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.36% | Nov 2025 | Apr 2026 | 5 |