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+2.04%
This Month
+2.04%
Year To Date
+67.63%
2 Years
+43.08%
5 Years
+46.77%
10 Years
+7.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance39.93%
- 🛠️ Producer Manufacturing15.28%
- 🏭 Industrial Services13.6%
- 🍞 Consumer Non Durables10.3%
- 📊 ETFs8.07%
- 💻 Electronic Technology7.14%
- 💇♀️ Consumer Services3.79%
- 💵 Cash1.96%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE58.3%
- 🇺🇸 Nasdaq19.5%
- 🇫🇷 Euronext Paris13.6%
- 🇫🇮 Helsinki Stock Exchange6.71%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.74%
- 🇫🇷 France13.6%
- 🇫🇮 Finland6.71%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.51%
8 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-8.14
-8.14
-9
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-8.14
-8.14
-9
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.48
High:
NVDA
47.44NVDALow:
NVTKL.L
0.09NVTKL.LDetails
PEG Ratio
466.81
High:
WEN
5,305.99WENLow:
STZ
35.94STZDetails
Price/Book
18.94
High:NVDA
39.15NVDALow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
9.29
High:NVDA
25.06NVDALow:
ATE.PA
0.62ATE.PADetails
Price/CF
27.83
High:NVDA
54.84NVDALow:WEN
5.12WENDetails
Price/FCF
33.5
High:NVDA
59.73NVDALow:ATE.PA
7.59ATE.PADetails
P/E Ratio
38.48
High:NVDA
47.44NVDALow:NVTKL.L
0.09NVTKL.LDetails
PEG Ratio
466.81
High:WEN
5,305.99WENLow:STZ
35.94STZDetails
Price/Book
18.94
High:NVDA
39.15NVDALow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
9.29
High:NVDA
25.06NVDALow:ATE.PA
0.62ATE.PADetails
Price/CF
27.83
High:NVDA
54.84NVDALow:WEN
5.12WENDetails
Price/FCF
33.5
High:NVDA
59.73NVDALow:ATE.PA
7.59ATE.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.33% | Dec 2021 | Nov 2024 | 35 |
-11.02% | May 2021 | Aug 2021 | 3 |
-8.53% | Dec 2024 | Jun 2025 | 6 |
-8.2% | Sep 2021 | Oct 2021 | 1 |
-1.36% | Nov 2025 | Dec 2025 | 1 |