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-7.38%
This Month
-5.33%
Year To Date
+23.15%
2 Years
+31.34%
5 Years
-12.77%
10 Years
-1.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.68%
- 📊 ETFs10.16%
- 🖥️ Technology Services9.37%
- 🧩 Miscellaneous9.34%
- 💻 Electronic Technology8.17%
- 💰 Finance6.43%
- 🪨 Non Energy Minerals5.6%
- 🛍️ Retail Trade4.71%
- ⛏️ Energy Minerals3.22%
- 💵 Cash2.76%
- 💇♀️ Consumer Services2.49%
- 💼 Commercial Services2.48%
- 🍞 Consumer Non Durables2.17%
- 🛠️ Producer Manufacturing2.09%
- 🧪 Process Industries1.98%
- 🚚 Transportation1.37%
- ⚡ Utilities0.76%
- 🚗 Consumer Durables0.75%
- 🧬 Health Technology0.58%
- 📦 Distribution Services0.54%
- 📡 Communications0.54%
- 🏥 Health Services0.32%
- 🏭 Industrial Services0.25%
- 📈 Indexes0.01%
- 🌾 Commodities0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.87%
- 🇺🇸 Nasdaq25.52%
- 🌍 Digital Currency24.68%
- 🇭🇰 Hong Kong Exchanges4.5%
- 🇬🇧 LSE2.88%
- 🇳🇴 Oslo Stock Exchange0.88%
- 🇨🇭 SIX0.82%
- 🇫🇷 Euronext Paris0.69%
- 🇩🇪 FRA0.59%
- 🇦🇺 Sydney0.47%
- 🇺🇸 OTC Markets Stock Exchange0.34%
- 🇳🇱 Euronext Amsterdam0.18%
- 🇩🇪 Xetra ETFs0.15%
- 🇮🇹 Borsa Italiana0.15%
- 🇸🇪 Stockholm Stock Exchange0.12%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🌍 CFD0.01%
- 🌍 Commodity0%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.57%
- 🇨🇦 Canada4.85%
- 🇨🇳 China3.16%
- 🇭🇰 Hong Kong1.96%
- 🇳🇱 Netherlands1.74%
- 🇬🇧 United Kingdom1.6%
- 🇦🇺 Australia1.1%
- 🇨🇭 Switzerland1.08%
- 🇰🇷 South Korea0.94%
- 🇳🇴 Norway0.88%
- 🇫🇷 France0.69%
- 🇧🇷 Brazil0.65%
- 🇩🇪 Germany0.59%
- 🇿🇦 South Africa0.56%
- 🇹🇼 Taiwan0.55%
- 🇮🇪 Ireland0.39%
- 🇯🇵 Japan0.36%
- 🇱🇺 Luxembourg0.21%
- 🇮🇹 Italy0.18%
- 🇸🇪 Sweden0.15%
- 🇮🇱 Israel0.12%
- 🇺🇾 Uruguay0.11%
- 🇪🇸 Spain0.11%
- 🇨🇱 Chile0.07%
- 🇨🇴 Colombia0.06%
- 🇩🇰 Denmark0.03%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
0.9%
191 out of 342 instruments pay dividend.
64 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VICI | 0.05% | 6.54% | $1.66 |
 0883.HK | 0.04% | 4.77% | $1.25 |
 0941.HK | 0.03% | 6.4% | $4.83 |
 1088.HK | 0.03% | 4.92% | $2.44 |
 VALE | 0.02% | 5.76% | $1.33 |
 QQQ | 0.02% | 0.38% | - |
 B | 0.02% | 2.12% | $0.4 |
 YAR.OL | 0.02% | 4.37% | $5 |
 MNODL.L | 0.02% | 473.72% | - |
 ALV.DE | 0.02% | 4.6% | $13.8 |
 RIO.L | 0.02% | 3.86% | $3.41 |
 ZURN.ZU | 0.01% | 5.46% | $26 |
 ADM | 0.01% | 2.48% | $1.9 |
 DNO.OL | 0.01% | 7.77% | $1 |
 SPGI | 0.01% | 0.92% | $3.62 |
 TXRH | 0.01% | 1.77% | $2.32 |
 SBSW | 0.01% | 2.23% | $0.3 |
 BHP.L | 0.01% | 2.98% | $1.26 |
 MA | 0.01% | 0.68% | $2.46 |
 MSFT | 0.01% | 0.83% | $3 |
 KO | 0.01% | 2.7% | $1.89 |
 0992.HK | 0.01% | 1.7% | $0.38 |
 OGZDL.L | 0.01% | 67.74% | - |
 RIO | 0.01% | 3.79% | $4.34 |
 PEP | 0.01% | 4.08% | $5.15 |
 BG | 0.01% | 2.24% | $2.7 |
 TSN | 0.01% | 3.61% | $1.96 |
 UNP | 0.01% | 2.11% | $5.2 |
 EXR | 0.01% | 4.49% | $6.48 |
 PLD | 0.01% | 2.95% | $3.66 |
 00857.HK | 0.01% | 5.02% | $0.48 |
 CVX.US | 0.01% | 3.7% | $6.28 |
 MMM | 0.01% | 1.97% | $5.21 |
 BHP | 0.01% | 2.96% | $3.01 |
 MCD | 0.01% | 2.68% | $6.53 |
 GAW.L | 0.01% | 2.53% | $5.5 |
 GOOGL | 0.01% | 0.23% | $0.2 |
 ROP.ZU | 0.01% | 3% | $9.6 |
 ASML | 0.01% | 0.44% | $5.57 |
 1898.HK | 0.01% | 3.63% | $0.44 |
 1288.HK | 0.01% | 4.83% | $0.25 |
 META | 0.01% | 0.34% | $1 |
 ZIM | 0.01% | 7.82% | $0.23 |
 LI.PA | 0.01% | 5.46% | $1.8 |
 IBM | 0.01% | 2.26% | $6.65 |
 QCOM | 0.01% | 1.52% | $3.25 |
 03993.HK | 0.01% | 1.8% | $0.17 |
 JNJ | 0.01% | 2.29% | $4.81 |
 AGRO | 0.01% | 2.45% | $0.33 |
 3988.HK | 0.01% | 4.79% | $0.26 |
 BP.L | 0.01% | 4.58% | $0.23 |
 BKNG | 0% | 0.97% | $17.5 |
 LLOY.L | 0% | 3.64% | $0.03 |
 HD | 0% | 3% | $8.52 |
 2899.HK | 0% | 2.07% | $0.27 |
 TXN | 0% | 1.9% | $5.14 |
 MOS | 0% | 3.89% | $0.82 |
 NRG | 0% | 1.42% | $1.57 |
 SBUX | 0% | 2.62% | $2.24 |
 COST | 0% | 0.55% | $19.22 |
 PBR.A | 0% | 5.91% | $2.21 |
 HSY | 0% | 3.17% | $5.12 |
 1398.HK | 0% | 5.13% | $0.33 |
 AAPL | 0% | 0.34% | $0.97 |
 0939.HK | 0% | 5.03% | $0.43 |
 NRR.L | 0% | 8.62% | $0.07 |
 UNH | 0% | 2.25% | $7.74 |
 F | 0% | 3.92% | $0.78 |
 2318.HK | 0% | 5.34% | $2.63 |
 CL | 0% | 2.49% | $1.96 |
 1171.HK | 0% | 3.45% | $1.6 |
 ABBN.ZU | 0% | 1.12% | $0.87 |
 LOW | 0% | 2.34% | $4.45 |
 TSM | 0% | 0.69% | $1.74 |
 SMSN.L | 0% | 0.4% | $23.68 |
 HPQ | 0% | 4.61% | $1.1 |
 MC.PA | 0% | 2.69% | $13 |
 00257.HK | 0% | 5.58% | $0.22 |
 FRT | 0% | 3.78% | $4.36 |
 POOL | 0% | 2.81% | $4.5 |
 OR.PA | 0% | 1.9% | $6.6 |
 JPM | 0% | 1.93% | $4.4 |
 T.US | 0% | 4.85% | $1.11 |
 SHEL | 0% | 3.41% | $2.7 |
 EDU | 0% | 2.51% | - |
 TGT | 0% | 3.68% | $4.42 |
 AXP | 0% | 1.09% | $2.6 |
 RI.PA | 0% | 7.49% | $4.7 |
 RTX | 0% | 1.54% | $2.44 |
 AEM | 0% | 0.95% | $1.6 |
 MSCI | 0% | 1.28% | $5.96 |
 CP | 0% | 0.76% | $0.56 |
 V | 0% | 0.81% | $2.01 |
 1816.HK | 0% | 3.2% | $0.1 |
 MOWI.OL | 0% | 3.48% | $6.9 |
 CRM | 0% | 0.9% | $0.4 |
 DGE.L | 0% | 4.2% | $0.81 |
 GLEN.L | 0% | 2.08% | $0.1 |
 VIPS | 0% | 4.33% | $0.41 |
 OXY | 0% | 1.7% | $0.8 |
 MAR | 0% | 0.73% | $2.19 |
 MCO | 0% | 0.89% | $3.24 |
 NXST | 0% | 4.11% | $6.08 |
 EC | 0% | 4.15% | $1.62 |
 0700.HK | 0% | 1.16% | $3.4 |
 NXPI | 0% | 1.31% | $4.06 |
 TM | 0% | 3.17% | $4.64 |
 NKE | 0% | 3.76% | $1.45 |
 AVGO | 0% | 0.62% | $19.7 |
 SIE.DE | 0% | 1.98% | $4.7 |
 BAC | 0% | 2.11% | $0.96 |
 INTU | 0% | 1.58% | $3.6 |
 WHC.ASX | 0% | 1.07% | $0.49 |
 ACN | 0% | 3.55% | $4.99 |
 PSA | 0% | 3.95% | $12 |
 WSM | 0% | 1.33% | $3.83 |
 UMG.NV | 0% | 2.83% | $0.51 |
 NTES | 0% | 2.45% | $2.58 |
 NAS.OL | 0% | 11.54% | - |
 CNI | 0% | 2.16% | $2.42 |
 SHEL.L | 0% | 3.42% | $0.8 |
 ETN | 0% | 1.04% | $3.6 |
 LMT | 0% | 2.63% | $12.45 |
 BBOX.L | 0% | 5.51% | $0.07 |
 IAG.L | 0% | 1.66% | - |
 CCJ | 0% | 0.15% | $0.09 |
 IBE.MC | 0% | 1.76% | $0.45 |
 BLK | 0% | 2.16% | $20.2 |
 CI | 0% | 2.19% | $5.26 |
 0386.HK | 0% | 5.24% | $0.37 |
 WM | 0% | 1.63% | $2.9 |
 VOW3.DE | 0% | 5.92% | $9.06 |
 EL | 0% | 1.71% | $2.64 |
 IEX | 0% | 1.34% | $2.61 |
 OTIS | 0% | 2.46% | $1.41 |
 DIS | 0% | 1.51% | $0.75 |
 AMAT | 0% | 0.4% | $1.44 |
 RMS.PA | 0% | 1.12% | $25 |
 SALM.OL | 0% | 1.82% | $35 |
 DG.US | 0% | 2.28% | $2.36 |
 RWE.DE | 0% | 2.14% | $1 |
 CHD | 0% | 1.31% | $1.11 |
 SONY | 0% | 0.5% | $0.49 |
 1359.HK | 0% | 2.72% | $0.05 |
 DLR | 0% | 2.59% | $4.88 |
 WFC | 0% | 2.22% | $1.4 |
 PRY.MI | 0% | 0.6% | $0.7 |
 VIE.PA | 0% | 4.28% | $1.25 |
 CB | 0% | 1.26% | $3.49 |
 ZTS | 0% | 2.63% | $1.67 |
 GGG | 0% | 1.53% | $1 |
 ALB | 0% | 0.99% | $1.6 |
 NEX.PA | 0% | 1.85% | $2.3 |
 9988.HK | 0% | 0.84% | $0.98 |
 VST | 0% | 0.6% | $0.85 |
 BABA | 0% | 0.82% | $0.98 |
 SCCO | 0% | 1.86% | $3.76 |
 WOR.ASX | 0% | 3.85% | $0.5 |
 NEE | 0% | 2.79% | $1.97 |
 TT | 0% | 0.88% | $3.27 |
 SQM | 0% | 0.85% | $1.36 |
 GOOG | 0% | 0.23% | $0.2 |
 CNR | 0% | 0.4% | $1.1 |
 NTR | 0% | 3.13% | $2.14 |
 LKOD.L | 0% | 76.06% | - |
 EQT | 0% | 1.18% | $0.62 |
 SU.PA | 0% | 1.52% | $3.5 |
 PYPL | 0% | 1.01% | - |
 RACE | 0% | 1.19% | $2.64 |
 RS | 0% | 1.24% | $4.2 |
 PSKY | 0% | 1.89% | $0.2 |
 BEPC | 0% | 3.94% | - |
 UI | 0% | 0.55% | $2.4 |
 0968.HK | 0% | 1.98% | $0.23 |
 FCX | 0% | 0.88% | $0.6 |
 BOL.ST | 0% | 1.95% | $7.5 |
 NTDOY | 0% | 0.35% | $0.24 |
 GEV | 0% | 0.18% | - |
 ORCL | 0% | 0.86% | $1.6 |
 ROCKB.CO | 0% | 2.08% | $43 |
 CARR | 0% | 1.37% | $0.76 |
 ODFL | 0% | 0.48% | $0.92 |
 NVDA | 0% | 0.13% | $0.02 |
 NIBEB.ST | 0% | 0.95% | $0.65 |
 ASML.NV | 0% | 0.52% | $6.1 |
 BMI | 0% | 1.25% | $1.08 |
 01211.HK | 0% | 0.46% | $3.41 |
 WAB | 0% | 0.43% | $0.74 |
 VRSK | 0% | 1.07% | $1.46 |
 ISF.L | 0% | 0.03% | - |
 WDC | 0% | 0.09% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
0386.HK | Ex-Dividend | Jun 8, 2026 | $0.02 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
CNI | Ex-Dividend | Jun 9, 2026 | $0.67 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
HPQ | Ex-Dividend | Jun 10, 2026 | $0.30 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
SPGI | Pay Day | Jun 10, 2026 | $0.97 |
0941.HK | Ex-Dividend | Jun 10, 2026 | $0.32 |
9988.HK | Ex-Dividend | Jun 10, 2026 | $0.13 |
OXY | Ex-Dividend | Jun 10, 2026 | $0.26 |
ADM | Pay Day | Jun 10, 2026 | $0.52 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
0883.HK | Ex-Dividend | Jun 11, 2026 | $0.07 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
CNR | Pay Day | Jun 12, 2026 | $0.10 |
ALB | Ex-Dividend | Jun 12, 2026 | $0.41 |
CB | Ex-Dividend | Jun 12, 2026 | $1.02 |
BBOX.L | Pay Day | Jun 12, 2026 | $0.03 |
UMG.NV | Pay Day | Jun 12, 2026 | $0.32 |
OTIS | Pay Day | Jun 12, 2026 | $0.44 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
EL | Pay Day | Jun 15, 2026 | $0.35 |
B | Pay Day | Jun 15, 2026 | $0.17 |
HSY | Pay Day | Jun 15, 2026 | $1.45 |
VRSK | Ex-Dividend | Jun 15, 2026 | $0.50 |
PSA | Ex-Dividend | Jun 15, 2026 | $3.00 |
DLR | Ex-Dividend | Jun 15, 2026 | $1.22 |
EXR | Ex-Dividend | Jun 15, 2026 | $1.62 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
AEM | Pay Day | Jun 15, 2026 | $0.45 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
PLD | Ex-Dividend | Jun 16, 2026 | $1.07 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
WDC | Pay Day | Jun 17, 2026 | $0.15 |
ODFL | Pay Day | Jun 17, 2026 | $0.29 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
NTES | Pay Day | Jun 18, 2026 | $0.72 |
CI | Pay Day | Jun 18, 2026 | $1.56 |
WM | Pay Day | Jun 18, 2026 | $0.94 |
00857.HK | Ex-Dividend | Jun 18, 2026 | $0.04 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
0941.HK | Pay Day | Jun 24, 2026 | $0.32 |
SALM.OL | Ex-Dividend | Jun 24, 2026 | $1.03 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
0386.HK | Pay Day | Jun 26, 2026 | $0.02 |
CP | Ex-Dividend | Jun 26, 2026 | $0.20 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
UNP | Pay Day | Jun 30, 2026 | $1.38 |
MAR | Pay Day | Jun 30, 2026 | $0.73 |
TT | Pay Day | Jun 30, 2026 | $1.05 |
VRSK | Pay Day | Jun 30, 2026 | $0.50 |
PLD | Pay Day | Jun 30, 2026 | $1.07 |
PSA | Pay Day | Jun 30, 2026 | $3.00 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
EXR | Pay Day | Jun 30, 2026 | $1.62 |
TXRH | Pay Day | Jun 30, 2026 | $0.75 |
CNI | Pay Day | Jun 30, 2026 | $0.67 |
NTR | Ex-Dividend | Jun 30, 2026 | $0.55 |
BEPC | Pay Day | Jun 30, 2026 | $0.39 |
HPQ | Pay Day | Jul 1, 2026 | $0.30 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
ALB | Pay Day | Jul 1, 2026 | $0.41 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
CB | Pay Day | Jul 2, 2026 | $1.02 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
1088.HK | Ex-Dividend | Jul 2, 2026 | $0.15 |
00257.HK | Pay Day | Jul 2, 2026 | $0.01 |
LI.PA | Ex-Dividend | Jul 3, 2026 | $1.12 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
LI.PA | Pay Day | Jul 7, 2026 | $1.12 |
SALM.OL | Pay Day | Jul 7, 2026 | $1.03 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
0939.HK | Ex-Dividend | Jul 9, 2026 | $0.03 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
0883.HK | Pay Day | Jul 10, 2026 | $0.07 |
1816.HK | Pay Day | Jul 10, 2026 | $0.01 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
2318.HK | Pay Day | Jul 15, 2026 | $0.26 |
OXY | Pay Day | Jul 15, 2026 | $0.26 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
NTR | Pay Day | Jul 17, 2026 | $0.55 |
ZTS | Ex-Dividend | Jul 20, 2026 | $0.53 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
RI.PA | Ex-Dividend | Jul 22, 2026 | $2.77 |
LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
RI.PA | Pay Day | Jul 24, 2026 | $2.77 |
CP | Pay Day | Jul 27, 2026 | $0.20 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
00857.HK | Pay Day | Jul 31, 2026 | $0.04 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
0992.HK | Ex-Dividend | Aug 5, 2026 | $0.04 |
BG | Ex-Dividend | Aug 18, 2026 | $0.72 |
0992.HK | Pay Day | Aug 19, 2026 | $0.04 |
0939.HK | Pay Day | Aug 21, 2026 | $0.03 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
1088.HK | Pay Day | Aug 26, 2026 | $0.15 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
BG | Pay Day | Sep 1, 2026 | $0.72 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-5.94
-5.94
-6
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-5.94
-5.94
-6
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.97
High:AGRO
796.71AGROLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
117.04
High:ACN
2,993.46ACNLow:
CRWD
-5,187.17CRWDDetails
Price/Book
7.81
High:CL
469.62CLLow:
MTD
-569.55MTDDetails
Price/Sales
6.49
High:
CRSP
1,333.2CRSPLow:
LAR
-LARDetails
Price/CF
17.63
High:
MSTR
7,511.07MSTRLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
47.96
High:TXN
4,155.74TXNLow:1359.HK
1.331359.HKDetails
P/E Ratio
28.97
High:AGRO
796.71AGROLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
117.04
High:ACN
2,993.46ACNLow:CRWD
-5,187.17CRWDDetails
Price/Book
7.81
High:CL
469.62CLLow:MTD
-569.55MTDDetails
Price/Sales
6.49
High:CRSP
1,333.2CRSPLow:LAR
-LARDetails
Price/CF
17.63
High:MSTR
7,511.07MSTRLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
47.96
High:TXN
4,155.74TXNLow:1359.HK
1.331359.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.27% | Jun 2017 | Feb 2021 | 44 |
-47.56% | Nov 2021 | Nov 2024 | 36 |
-17.42% | May 2021 | Oct 2021 | 5 |
-14.94% | Oct 2025 | - | 9 |
-13.51% | Feb 2025 | Jun 2025 | 4 |
-3.84% | Dec 2024 | Jan 2025 | 1 |