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-0.62%
This Month
+1.86%
Year To Date
+32.18%
2 Years
+18.17%
5 Years
+89.92%
10 Years
+9.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services40.73%
- 💻 Electronic Technology34.94%
- 💼 Commercial Services11.08%
- 💰 Finance6.57%
- 🛍️ Retail Trade3.27%
- 🧬 Health Technology2.93%
- 💵 Cash0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.89%
- 🇺🇸 Nasdaq40.8%
- 🇳🇱 Euronext Amsterdam9.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.06%
- 🇳🇱 Netherlands9.84%
- 🇨🇦 Canada8.55%
- 🇮🇪 Ireland5.05%
- 🇨🇳 China1.73%
- 🇮🇱 Israel0.3%
Dividends
Dividend Yield
0.28%
4 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACN (2.22%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.76
-3.76
-4
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-3.76
-3.76
-4
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.57
High:
TWLO
318.83TWLOLow:
HUBS
-5,409.21HUBSDetails
PEG Ratio
-89.96
High:
ADSK
2,229.68ADSKLow:HUBS
-7,181.24HUBSDetails
Price/Book
8.12
High:
CHWY
28.92CHWYLow:
BIDU
1.12BIDUDetails
Price/Sales
8.1
High:
GRAL
23.13GRALLow:CHWY
1.11CHWYDetails
Price/CF
20.84
High:
SHOP
101.93SHOPLow:
WFC
7.54WFCDetails
Price/FCF
39.49
High:SHOP
103.01SHOPLow:
FVRR
7.85FVRRDetails
P/E Ratio
32.57
High:TWLO
318.83TWLOLow:HUBS
-5,409.21HUBSDetails
PEG Ratio
-89.96
High:ADSK
2,229.68ADSKLow:HUBS
-7,181.24HUBSDetails
Price/Book
8.12
High:CHWY
28.92CHWYLow:BIDU
1.12BIDUDetails
Price/Sales
8.1
High:GRAL
23.13GRALLow:CHWY
1.11CHWYDetails
Price/CF
20.84
High:SHOP
101.93SHOPLow:WFC
7.54WFCDetails
Price/FCF
39.49
High:SHOP
103.01SHOPLow:FVRR
7.85FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.67% | Nov 2021 | Nov 2024 | 36 |
-24.19% | Feb 2025 | Sep 2025 | 7 |
-19.07% | Jan 2020 | Jun 2020 | 5 |
-13.63% | Oct 2018 | Mar 2019 | 5 |
-10.96% | Nov 2025 | - | 2 |
-8.21% | May 2019 | Nov 2019 | 6 |
-6.93% | Mar 2021 | Jun 2021 | 3 |
-6.44% | Sep 2021 | Oct 2021 | 1 |
-5.43% | Sep 2020 | Nov 2020 | 2 |
-2.21% | Dec 2024 | Jan 2025 | 1 |