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+0.59%
This Month
+0.59%
Year To Date
+43.32%
2 Years
+10.66%
5 Years
+52.92%
10 Years
+8.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.41%
- 🖥️ Technology Services12.56%
- 💵 Cash12.42%
- 🪙 Cryptocurrencies10.73%
- 🛍️ Retail Trade6.57%
- ❓ Other6.35%
- 💰 Finance5.81%
- 💻 Electronic Technology5.5%
- 💼 Commercial Services3.86%
- 📦 Distribution Services2.93%
- 🧬 Health Technology2.05%
- ⛏️ Energy Minerals1.3%
- 🍞 Consumer Non Durables0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.45%
- 🇺🇸 Nasdaq28.93%
- 🌍 Digital Currency10.73%
- 🇩🇪 Xetra ETFs6.82%
- Regular Trading Hours - RTH6.35%
- 🇳🇱 Euronext Amsterdam3.05%
- 🇬🇧 LSE1.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.82%
- 🇳🇱 Netherlands3.05%
- 🇹🇼 Taiwan2.45%
Dividends
Dividend Yield
0.5%
11 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (5.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-6.41
-6.41
-7
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-6.41
-6.41
-7
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.55
High:
O
57.6OLow:
GPN
10.06GPNDetails
PEG Ratio
534.22
High:O
3,157.55OLow:
ABT
10.67ABTDetails
Price/Book
9.75
High:
NVDA
36.4NVDALow:GPN
0.75GPNDetails
Price/Sales
8.22
High:NVDA
23.3NVDALow:
OXY
1.58OXYDetails
Price/CF
22.97
High:NVDA
54.84NVDALow:OXY
4.21OXYDetails
Price/FCF
65.62
High:
AMZN
225.5AMZNLow:GPN
10.4GPNDetails
P/E Ratio
33.55
High:O
57.6OLow:GPN
10.06GPNDetails
PEG Ratio
534.22
High:O
3,157.55OLow:ABT
10.67ABTDetails
Price/Book
9.75
High:NVDA
36.4NVDALow:GPN
0.75GPNDetails
Price/Sales
8.22
High:NVDA
23.3NVDALow:OXY
1.58OXYDetails
Price/CF
22.97
High:NVDA
54.84NVDALow:OXY
4.21OXYDetails
Price/FCF
65.62
High:AMZN
225.5AMZNLow:GPN
10.4GPNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41% | Jul 2021 | Jun 2025 | 47 |
-8.97% | Feb 2021 | Jun 2021 | 4 |
-4.43% | Nov 2025 | - | 3 |
-2.64% | Jun 2020 | Aug 2020 | 2 |
-1.83% | Oct 2020 | Nov 2020 | 1 |