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0%
This Month
+3.94%
Year To Date
+43.68%
2 Years
+86.02%
5 Years
+86.02%
10 Years
+26.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous59.72%
- 💻 Electronic Technology14.71%
- 🖥️ Technology Services11.83%
- 🍞 Consumer Non Durables6.09%
- 🪙 Cryptocurrencies2.4%
- 💵 Cash2.35%
- 🛍️ Retail Trade1.89%
- 🧬 Health Technology1.29%
- 💰 Finance0.1%
- 💼 Commercial Services0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE59.72%
- 🇺🇸 Nasdaq28.31%
- 🇺🇸 NYSE7.67%
- 🌍 Digital Currency2.4%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.04%
- 🇹🇼 Taiwan3.49%
- 🇨🇦 Canada2.05%
- 🇮🇪 Ireland1.81%
- 🇩🇰 Denmark0.52%
- 🇺🇾 Uruguay0.08%
Dividends
Dividend Yield
0.08%
9 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.04%)
Performance Metrics
Score 7.4/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
3.53
3.53
-2
0
2
4.5
4.5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
3.53
3.53
-2
0
2
4.5
4.5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.45
High:
MELI
47.11MELILow:
CROX
-84.17CROXDetails
PEG Ratio
83.47
High:MELI
1,046.73MELILow:
EXEL
26.29EXELDetails
Price/Book
15.17
High:
LLY
33.01LLYLow:
PDD
2.65PDDDetails
Price/Sales
14.6
High:
NVDA
22.86NVDALow:CROX
1.36CROXDetails
Price/CF
30.59
High:LLY
60.39LLYLow:
AMP.US
5.47AMP.USDetails
Price/FCF
58.63
High:LLY
282.99LLYLow:AMP.US
6AMP.USDetails
P/E Ratio
35.45
High:MELI
47.11MELILow:CROX
-84.17CROXDetails
PEG Ratio
83.47
High:MELI
1,046.73MELILow:EXEL
26.29EXELDetails
Price/Book
15.17
High:LLY
33.01LLYLow:PDD
2.65PDDDetails
Price/Sales
14.6
High:NVDA
22.86NVDALow:CROX
1.36CROXDetails
Price/CF
30.59
High:LLY
60.39LLYLow:AMP.US
5.47AMP.USDetails
Price/FCF
58.63
High:LLY
282.99LLYLow:AMP.US
6AMP.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.17% | Feb 2025 | Jun 2025 | 4 |
-8.74% | Feb 2026 | Apr 2026 | 2 |
-2.03% | Apr 2024 | May 2024 | 1 |
-1.61% | Jul 2024 | Sep 2024 | 2 |
-0.96% | Nov 2025 | Dec 2025 | 1 |