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0%
This Month
-3.77%
Year To Date
+28.78%
2 Years
+119.51%
5 Years
+119.51%
10 Years
+23.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology45.15%
- 🖥️ Technology Services39.67%
- 🪙 Cryptocurrencies7.94%
- 🛍️ Retail Trade5.88%
- 🧬 Health Technology1.29%
- 💵 Cash0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq72.58%
- 🇪🇸 Bolsa De Madrid8.37%
- 🌍 Digital Currency7.94%
- 🇩🇪 FRA6.69%
- 🇫🇷 Euronext Paris4.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.76%
- 🇪🇸 Spain8.37%
- 🇮🇱 Israel6.82%
- 🇩🇪 Germany6.69%
- 🇳🇱 Netherlands4.36%
Dividends
Dividend Yield
0.2%
6 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AIR.PA (1.81%)
Performance Metrics
Score 6/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
7.59
7.59
-2
0
2
8
8
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
7.59
7.59
-2
0
2
8
8
Omega Ratio
1.51
1.51
0
1
1.5
2.5
2.5
Treynor Ratio
0.99
0.99
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.89
High:
AMD
103.96AMDLow:
RKLB
-225.65RKLBDetails
PEG Ratio
-835.78
High:
ETOR
194.58ETORLow:RKLB
-11,532.17RKLBDetails
Price/Book
13.69
High:
AAPL
45.05AAPLLow:
LUNR
-4.43LUNRDetails
Price/Sales
9.25
High:RKLB
80.67RKLBLow:
IDR.MC
1.76IDR.MCDetails
Price/CF
29.29
High:AMD
45.99AMDLow:IDR.MC
7.72IDR.MCDetails
Price/FCF
56.96
High:
AMZN
325.85AMZNLow:IDR.MC
8.78IDR.MCDetails
P/E Ratio
36.89
High:AMD
103.96AMDLow:RKLB
-225.65RKLBDetails
PEG Ratio
-835.78
High:ETOR
194.58ETORLow:RKLB
-11,532.17RKLBDetails
Price/Book
13.69
High:AAPL
45.05AAPLLow:LUNR
-4.43LUNRDetails
Price/Sales
9.25
High:RKLB
80.67RKLBLow:IDR.MC
1.76IDR.MCDetails
Price/CF
29.29
High:AMD
45.99AMDLow:IDR.MC
7.72IDR.MCDetails
Price/FCF
56.96
High:AMZN
325.85AMZNLow:IDR.MC
8.78IDR.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.08% | Dec 2024 | Oct 2025 | 10 |
-23.7% | Nov 2025 | - | 6 |
-10.01% | Aug 2022 | Nov 2022 | 3 |
-9.09% | Aug 2023 | Nov 2023 | 3 |
-8.9% | May 2022 | Jul 2022 | 2 |
-8.2% | Dec 2022 | Jan 2023 | 1 |
-5.9% | Feb 2023 | Mar 2023 | 1 |
-3.6% | Oct 2024 | Nov 2024 | 1 |
-2.89% | Apr 2024 | May 2024 | 1 |
-2.36% | Jul 2024 | Sep 2024 | 2 |
-0.95% | Apr 2023 | May 2023 | 1 |