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+3.11%
This Month
+3.11%
Year To Date
+44.02%
2 Years
+61.74%
5 Years
+61.74%
10 Years
+22.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.08%
- 💻 Electronic Technology23.99%
- 🪙 Cryptocurrencies15.54%
- 💵 Cash10.08%
- 🛍️ Retail Trade6.78%
- 🛠️ Producer Manufacturing6.65%
- 🚗 Consumer Durables3.6%
- 🧪 Process Industries2.9%
- 🏥 Health Services2.43%
- 🍞 Consumer Non Durables1.68%
- 🧬 Health Technology1.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.25%
- 🌍 Digital Currency15.54%
- 🇺🇸 NYSE9.99%
- 🇫🇷 Euronext Paris6.28%
- 🇩🇪 FRA3.26%
- 🇨🇭 SIX1.68%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.87%
- 🇫🇷 France6.28%
- 🇩🇪 Germany3.26%
- 🇨🇭 Switzerland1.68%
- 🇩🇰 Denmark1.36%
Dividends
Dividend Yield
0.58%
13 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $GTT.PA (4.27%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
-6
-6
-6
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
1.17
1.17
0
0.3
0.6
2
2
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.36
1.36
0
1
2
3
3
Jensen's Alpha
-6
-6
-6
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
1.17
1.17
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
37.34
High:
CDNS
82.7CDNSLow:
DHI
13.64DHIDetails
PEG Ratio
647.54
High:CDNS
5,203.22CDNSLow:
MU
20.35MUDetails
Price/Book
14.04
High:
AAPL
51.38AAPLLow:DHI
1.82DHIDetails
Price/Sales
9.54
High:
NVDA
25.06NVDALow:
UNH
0.6UNHDetails
Price/CF
27.19
High:CDNS
59.49CDNSLow:MU
11.55MUDetails
Price/FCF
58.88
High:
AMZN
225.5AMZNLow:
ADBE
13.55ADBEDetails
P/E Ratio
37.34
High:CDNS
82.7CDNSLow:DHI
13.64DHIDetails
PEG Ratio
647.54
High:CDNS
5,203.22CDNSLow:MU
20.35MUDetails
Price/Book
14.04
High:AAPL
51.38AAPLLow:DHI
1.82DHIDetails
Price/Sales
9.54
High:NVDA
25.06NVDALow:UNH
0.6UNHDetails
Price/CF
27.19
High:CDNS
59.49CDNSLow:MU
11.55MUDetails
Price/FCF
58.88
High:AMZN
225.5AMZNLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.27% | Feb 2025 | Jun 2025 | 4 |
-8.41% | Jul 2023 | Nov 2023 | 4 |
-6.86% | Apr 2024 | Jun 2024 | 2 |
-4.94% | Nov 2025 | - | 3 |
-2.48% | Dec 2024 | Jan 2025 | 1 |
-1.44% | Aug 2024 | Sep 2024 | 1 |
-0.37% | Jan 2024 | Feb 2024 | 1 |