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-3.72%
This Month
+11.02%
Year To Date
+55.31%
2 Years
+61.41%
5 Years
+71.37%
10 Years
+12.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.06%
- 💻 Electronic Technology19.18%
- 🧬 Health Technology8.94%
- 🛍️ Retail Trade8.55%
- 💰 Finance7.55%
- 🚗 Consumer Durables5.01%
- 💇♀️ Consumer Services4.28%
- 🛠️ Producer Manufacturing4.23%
- 🍞 Consumer Non Durables3.38%
- ⛏️ Energy Minerals3.25%
- 🏥 Health Services2.61%
- 🚚 Transportation2.26%
- 🪨 Non Energy Minerals2.2%
- 💼 Commercial Services1.88%
- 📡 Communications1.78%
- 🏭 Industrial Services1.23%
- ⚡ Utilities1.14%
- 🧪 Process Industries1.1%
- 💵 Cash0.29%
- 🪙 Cryptocurrencies0.28%
- 📦 Distribution Services0.26%
- 📊 ETFs0.24%
- ❓ Other0.21%
- 🧩 Miscellaneous0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.72%
- 🇺🇸 NYSE46.42%
- 🇭🇰 Hong Kong Exchanges1.35%
- 🇳🇱 Euronext Amsterdam1.23%
- 🇩🇪 FRA0.94%
- 🇬🇧 LSE0.64%
- 🇫🇷 Euronext Paris0.63%
- 🌍 Digital Currency0.28%
- 🇨🇭 SIX0.21%
- 🇪🇸 Bolsa De Madrid0.2%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇵🇹 Euronext Lisbon0.14%
- 🇧🇪 Euronext Brussels0.13%
- 🇩🇪 Xetra ETFs0.13%
- Tokyo Stock Exchange0.12%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇺🇸 OTC Markets Stock Exchange0.12%
- 🇺🇸 Chicago Board Options Exchange0.11%
- 🇸🇦 Tadawul0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States81.89%
- 🇨🇳 China3.55%
- 🇬🇧 United Kingdom2.14%
- 🇳🇱 Netherlands1.94%
- 🇨🇦 Canada1.56%
- 🇮🇪 Ireland1.44%
- 🇧🇷 Brazil0.99%
- 🇮🇱 Israel0.92%
- 🇩🇪 Germany0.78%
- 🇫🇷 France0.63%
- 🇨🇭 Switzerland0.62%
- 🇵🇷 Puerto Rico0.3%
- 🇸🇪 Sweden0.29%
- 🇯🇵 Japan0.26%
- 🇹🇼 Taiwan0.25%
- 🇪🇸 Spain0.2%
- 🇱🇺 Luxembourg0.16%
- 🇲🇽 Mexico0.15%
- 🇵🇹 Portugal0.14%
- 🇧🇪 Belgium0.13%
- 🇫🇮 Finland0.13%
- 🇳🇴 Norway0.12%
- 🇸🇦 Saudi Arabia0.11%
- 🇰🇾 Cayman Islands0.11%
- 🇩🇰 Denmark0.08%
Dividends
Dividend Yield
1.28%
181 out of 321 instruments pay dividend.
61 dividend payments in the next 30 days.
Highest Dividend: $BXMT (10.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMY | 0.04% | 4.47% | $2.34 |
 VALE | 0.04% | 5.76% | $1.33 |
 VZ | 0.04% | 6.14% | $2.66 |
 BXMT | 0.03% | 10.19% | $2.48 |
 UPS | 0.03% | 6.09% | $6.5 |
 UNH | 0.03% | 2.25% | $7.74 |
 XOM | 0.03% | 2.68% | $3.76 |
 DIS | 0.03% | 1.51% | $0.75 |
 PG | 0.03% | 3.02% | $3.83 |
 PEP | 0.03% | 4.08% | $5.15 |
 F | 0.02% | 3.92% | $0.78 |
 CMCSA | 0.02% | 5.64% | $1.2 |
 O | 0.02% | 5.41% | $3.09 |
 TXN | 0.02% | 1.9% | $5.14 |
 MRK | 0.02% | 2.78% | $3.04 |
 MPT | 0.02% | 6.99% | $0.6 |
 LMT | 0.02% | 2.63% | $12.45 |
 ET | 0.02% | 6.8% | $1.25 |
 CVX.US | 0.02% | 3.7% | $6.28 |
 JNJ | 0.02% | 2.29% | $4.81 |
 PGR | 0.02% | 7.11% | $1.15 |
 ABBV | 0.02% | 3% | $6.06 |
 CIG | 0.02% | 9.89% | $0.15 |
 VOD | 0.01% | 3.37% | $0.94 |
 ACN | 0.01% | 3.55% | $4.99 |
 BLK | 0.01% | 2.16% | $20.2 |
 SBUX | 0.01% | 2.62% | $2.24 |
 ELV | 0.01% | 1.7% | $6.22 |
 CSCO | 0.01% | 1.29% | $1.58 |
 T.US | 0.01% | 4.85% | $1.11 |
 BABA | 0.01% | 0.82% | $0.98 |
 COP | 0.01% | 2.76% | $3.25 |
 MMM | 0.01% | 1.97% | $5.21 |
 SLB | 0.01% | 2.03% | $1.05 |
 TGT | 0.01% | 3.68% | $4.42 |
 NVG.LS | 0.01% | 7.21% | - |
 MCD | 0.01% | 2.68% | $6.53 |
 AAPL | 0.01% | 0.34% | $0.97 |
 MO | 0.01% | 6% | $3.92 |
 BNP.PA | 0.01% | 5.48% | $4.6 |
 TRIG.L | 0.01% | 10.12% | $0.07 |
 C | 0.01% | 1.77% | $2.12 |
 MTCH | 0.01% | 2.3% | - |
 ENG.MC | 0.01% | 4.69% | $1.41 |
 PLD | 0.01% | 2.95% | $3.66 |
 NESN.ZU | 0.01% | 4.03% | $3 |
 TEP.PA | 0.01% | 7.42% | $3.85 |
 BDX | 0.01% | 2.82% | $3.76 |
 IBM | 0.01% | 2.26% | $6.65 |
 GOOG | 0.01% | 0.23% | $0.2 |
 GM | 0.01% | 0.79% | $0.42 |
 PFE | 0.01% | 6.69% | $1.66 |
 TTE.PA | 0.01% | 4.38% | $3.06 |
 ADP | 0.01% | 2.91% | $5.45 |
 VOD.L | 0.01% | 3.63% | $0.08 |
 AEG | 0.01% | 4.79% | $0.28 |
 BME.L | 0.01% | 4.61% | $0.15 |
 SYY | 0.01% | 2.97% | $2.01 |
 WY | 0.01% | 3.44% | $0.78 |
 BAC | 0.01% | 2.11% | $0.96 |
 KIM | 0.01% | 4.34% | $0.95 |
 0386.HK | 0.01% | 5.24% | $0.37 |
 HD | 0.01% | 3% | $8.52 |
 HST | 0.01% | 3.3% | $0.78 |
 FDX | 0.01% | 1.79% | $5.16 |
 APA | 0.01% | 2.64% | $1 |
 HAS | 0.01% | 3.37% | $2.8 |
 ORCL | 0.01% | 0.86% | $1.6 |
 RTX | 0.01% | 1.54% | $2.44 |
 VOW3.DE | 0.01% | 5.92% | $9.06 |
 CI | 0.01% | 2.19% | $5.26 |
 GSK.L | 0.01% | 3.5% | $0.59 |
 ALLFG.NV | 0.01% | 2.33% | - |
 BX | 0.01% | 4.32% | $3.36 |
 EBAY | 0.01% | 1.11% | $1.04 |
 STT | 0.01% | 2.11% | $2.76 |
 CME | 0% | 4.45% | $9.75 |
 CVS | 0% | 2.8% | $2.54 |
 PSX | 0% | 2.7% | $4.3 |
 PM | 0% | 3.29% | $5.2 |
 SWK | 0% | 4.23% | $3.24 |
 MRSH | 0% | 2.24% | $2.84 |
 USB | 0% | 3.78% | $1.94 |
 MOS | 0% | 3.89% | $0.82 |
 ACI | 0% | 3.9% | $0.48 |
 FIE.DE | 0% | 3.33% | $1 |
 KO | 0% | 2.7% | $1.89 |
 AMGN | 0% | 2.84% | $8.76 |
 AMT | 0% | 3.62% | $6.56 |
 TMUS | 0% | 2.22% | $1.95 |
 MDT.US | 0% | 3.48% | $2.77 |
 NEE | 0% | 2.79% | $1.97 |
 MSFT | 0% | 0.83% | $3 |
 VOLV-A.ST | 0% | 2.63% | $7.5 |
 MDLZ | 0% | 3.28% | $1.7 |
 WMB | 0% | 2.86% | $1.85 |
 LIN | 0% | 1.22% | $5.33 |
 ZTS | 0% | 2.63% | $1.67 |
 CWT | 0% | 2.81% | $1.08 |
 CRM | 0% | 0.9% | $0.4 |
 LLY | 0% | 0.57% | $4.86 |
 DOW | 0% | 4.05% | $2.8 |
 02382.HK | 0% | 1.48% | $0.22 |
 AFG | 0% | 2.68% | $2.76 |
 EQIX | 0% | 1.85% | $16.19 |
 WAL | 0% | 2.03% | $1.47 |
 ITW | 0% | 2.56% | $5.6 |
 UNP | 0% | 2.11% | $5.2 |
 VTMX | 0% | 2.08% | $0.6 |
 REGN | 0% | 0.59% | - |
 CL | 0% | 2.49% | $1.96 |
 WFC | 0% | 2.22% | $1.4 |
 GOOGL | 0% | 0.23% | $0.2 |
 PYPL | 0% | 1.01% | - |
 BFSA.DE | 0% | 1.78% | $1.25 |
 HON | 0% | 2.16% | $4.27 |
 LOW | 0% | 2.34% | $4.45 |
 HEIA.NV | 0% | 2.86% | $1.73 |
 ABT.US | 0% | 2.67% | $2.16 |
 NKE | 0% | 3.76% | $1.45 |
 V | 0% | 0.81% | $2.01 |
 EQT | 0% | 1.18% | $0.62 |
 NXPI | 0% | 1.31% | $4.06 |
 BBD | 0% | 1.86% | $0.06 |
 ADI.US | 0% | 1.02% | $3.56 |
 BKNG | 0% | 0.97% | $17.5 |
 COST | 0% | 0.55% | $19.22 |
 NVO | 0% | 2.81% | $0.98 |
 MRX | 0% | 1.12% | - |
 DE | 0% | 1.11% | $5.76 |
 CSX | 0% | 1.17% | $0.46 |
 ASML | 0% | 0.44% | $5.57 |
 QCOM | 0% | 1.52% | $3.25 |
 TRV | 0% | 1.6% | $4.05 |
 CB | 0% | 1.26% | $3.49 |
 CCK | 0% | 1.31% | $0.98 |
 KER.PA | 0% | 1.19% | $14 |
 STM.DE | 0% | 1.88% | $1.75 |
 COF | 0% | 1.66% | $2.4 |
 ETN | 0% | 1.04% | $3.6 |
 FCX | 0% | 0.88% | $0.6 |
 KGC | 0% | 0.5% | $0.12 |
 TSM | 0% | 0.69% | $1.74 |
 SCHW | 0% | 1.36% | $1 |
 DHI | 0% | 1.2% | $1.15 |
 EA | 0% | 0.37% | $0.76 |
 9988.HK | 0% | 0.84% | $0.98 |
 TJX | 0% | 1.11% | $1.42 |
 ASML.NV | 0% | 0.52% | $6.1 |
 TT | 0% | 0.88% | $3.27 |
 CEG | 0% | 0.62% | - |
 SYK | 0% | 1.15% | $3.15 |
 AMAT | 0% | 0.4% | $1.44 |
 SAP.DE | 0% | 1.5% | $2.2 |
 0700.HK | 0% | 1.16% | $3.4 |
 META | 0% | 0.34% | $1 |
 SHW | 0% | 1.06% | $2.64 |
 CCL | 0% | 1.08% | - |
 SPGI | 0% | 0.92% | $3.62 |
 MCO | 0% | 0.89% | $3.24 |
 LAD | 0% | 0.76% | $2.03 |
 NVDA | 0% | 0.13% | $0.02 |
 CNH.US | 0% | 0.92% | $0.47 |
 TMO | 0% | 0.38% | $1.48 |
 A.US | 0% | 0.76% | $0.93 |
 NOK | 0% | 0.72% | $0.1 |
 ROP | 0% | 1.09% | $2.93 |
 MA | 0% | 0.68% | $2.46 |
 APH | 0% | 0.63% | $0.44 |
 DHR | 0% | 0.78% | $1.05 |
 AVGO | 0% | 0.62% | $19.7 |
 SONY | 0% | 0.5% | $0.49 |
 BAYN.DE | 0% | 0.31% | $0.11 |
 QQQ | 0% | 0.38% | - |
 01211.HK | 0% | 0.46% | $3.41 |
 RNG | 0% | 0.34% | - |
 NTDOY | 0% | 0.35% | $0.24 |
 GEV | 0% | 0.18% | - |
 ORLA | 0% | 0.26% | - |
 MU | 0% | 0.05% | $0.46 |
 CCJ | 0% | 0.15% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
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 |
BDX | Ex-Dividend | Jun 9, 2026 | $1.05 |
CME | Ex-Dividend | Jun 9, 2026 | $1.30 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
IBM | Pay Day | Jun 10, 2026 | $1.69 |
TRV | Ex-Dividend | Jun 10, 2026 | $1.25 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
ELV | Ex-Dividend | Jun 10, 2026 | $1.72 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
SPGI | Pay Day | Jun 10, 2026 | $0.97 |
9988.HK | Ex-Dividend | Jun 10, 2026 | $0.13 |
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 |
HAS | Pay Day | Jun 11, 2026 | $0.70 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
02382.HK | Ex-Dividend | Jun 11, 2026 | $0.17 |
TMUS | Pay Day | Jun 11, 2026 | $1.02 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
RNG | Pay Day | Jun 11, 2026 | $0.07 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
EBAY | Pay Day | Jun 12, 2026 | $0.31 |
WMB | Ex-Dividend | Jun 12, 2026 | $0.53 |
CB | Ex-Dividend | Jun 12, 2026 | $1.02 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
AMT | Ex-Dividend | Jun 12, 2026 | $1.79 |
DOW | Pay Day | Jun 12, 2026 | $0.35 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
TMO | Ex-Dividend | Jun 15, 2026 | $0.47 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
CSX | Pay Day | Jun 15, 2026 | $0.14 |
O | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
AEG | Ex-Dividend | Jun 15, 2026 | $0.25 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
PLD | Ex-Dividend | Jun 16, 2026 | $1.07 |
ADI.US | Pay Day | Jun 16, 2026 | $1.10 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
EA | Pay Day | Jun 17, 2026 | $0.19 |
BFSA.DE | Ex-Dividend | Jun 17, 2026 | $1.16 |
EQIX | Pay Day | Jun 17, 2026 | $5.16 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
CI | Pay Day | Jun 18, 2026 | $1.56 |
LIN | Pay Day | Jun 18, 2026 | $1.60 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
KIM | Pay Day | Jun 18, 2026 | $0.26 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
WY | Pay Day | Jun 22, 2026 | $0.21 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
APH | Ex-Dividend | Jun 23, 2026 | $0.25 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
ELV | Pay Day | Jun 25, 2026 | $1.72 |
CME | Pay Day | Jun 25, 2026 | $1.30 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
DHR | Ex-Dividend | Jun 26, 2026 | $0.40 |
0386.HK | Pay Day | Jun 26, 2026 | $0.02 |
02382.HK | Pay Day | Jun 26, 2026 | $0.17 |
WMB | Pay Day | Jun 29, 2026 | $0.53 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TRV | Pay Day | Jun 30, 2026 | $1.25 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
ENG.MC | Ex-Dividend | Jun 30, 2026 | $0.71 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
UNP | Pay Day | Jun 30, 2026 | $1.38 |
DE | Ex-Dividend | Jun 30, 2026 | $1.62 |
MDLZ | Ex-Dividend | Jun 30, 2026 | $0.50 |
ITW | Ex-Dividend | Jun 30, 2026 | $1.61 |
SYK | Ex-Dividend | Jun 30, 2026 | $0.88 |
BDX | Pay Day | Jun 30, 2026 | $1.05 |
A.US | Ex-Dividend | Jun 30, 2026 | $0.26 |
HST | Ex-Dividend | Jun 30, 2026 | $0.20 |
TT | Pay Day | Jun 30, 2026 | $1.05 |
PLD | Pay Day | Jun 30, 2026 | $1.07 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
STT | Ex-Dividend | Jul 1, 2026 | $0.84 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
ENG.MC | Pay Day | Jul 2, 2026 | $0.71 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
CB | Pay Day | Jul 2, 2026 | $1.02 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
9988.HK | Pay Day | Jul 6, 2026 | $0.13 |
AEG | Pay Day | Jul 6, 2026 | $0.25 |
MTCH | Ex-Dividend | Jul 7, 2026 | $0.20 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
BFSA.DE | Pay Day | Jul 8, 2026 | $1.16 |
ROP | Ex-Dividend | Jul 8, 2026 | $0.91 |
GSK.L | Pay Day | Jul 9, 2026 | $0.23 |
BBD | Pay Day | Jul 9, 2026 | $0.00 |
SLB | Pay Day | Jul 9, 2026 | $0.29 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
ITW | Pay Day | Jul 10, 2026 | $1.61 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
STT | Pay Day | Jul 13, 2026 | $0.84 |
AMT | Pay Day | Jul 13, 2026 | $1.79 |
MDLZ | Pay Day | Jul 14, 2026 | $0.50 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
TMO | Pay Day | Jul 15, 2026 | $0.47 |
HST | Pay Day | Jul 15, 2026 | $0.20 |
APH | Pay Day | Jul 15, 2026 | $0.25 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
ZTS | Ex-Dividend | Jul 20, 2026 | $0.53 |
MTCH | Pay Day | Jul 21, 2026 | $0.20 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
APA | Ex-Dividend | Jul 22, 2026 | $0.25 |
A.US | Pay Day | Jul 22, 2026 | $0.26 |
ROP | Pay Day | Jul 22, 2026 | $0.91 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
VOD | Pay Day | Jul 30, 2026 | $0.28 |
VOD.L | Pay Day | Jul 30, 2026 | $0.03 |
DHR | Pay Day | Jul 31, 2026 | $0.40 |
SYK | Pay Day | Jul 31, 2026 | $0.88 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
DE | Pay Day | Aug 10, 2026 | $1.62 |
APA | Pay Day | Aug 21, 2026 | $0.25 |
ZTS | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 3.5/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.2
High:ALLFG.NV
4,686.11ALLFG.NVLow:
BIDU
-5,810.34BIDUDetails
PEG Ratio
230.37
High:DHR
72,140DHRLow:
CRWD
-5,187.17CRWDDetails
Price/Book
8.68
High:CL
469.62CLLow:MCD
-150.65MCDDetails
Price/Sales
6.05
High:
AUR
3,331.08AURLow:
IRON
-IRONDetails
Price/CF
20.53
High:
BULL
1,936.14BULLLow:BBD
0.68BBDDetails
Price/FCF
54.29
High:TXN
4,155.74TXNLow:BBD
0.72BBDDetails
P/E Ratio
33.2
High:ALLFG.NV
4,686.11ALLFG.NVLow:BIDU
-5,810.34BIDUDetails
PEG Ratio
230.37
High:DHR
72,140DHRLow:CRWD
-5,187.17CRWDDetails
Price/Book
8.68
High:CL
469.62CLLow:MCD
-150.65MCDDetails
Price/Sales
6.05
High:AUR
3,331.08AURLow:IRON
-IRONDetails
Price/CF
20.53
High:BULL
1,936.14BULLLow:BBD
0.68BBDDetails
Price/FCF
54.29
High:TXN
4,155.74TXNLow:BBD
0.72BBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.2% | Sep 2021 | Mar 2024 | 30 |
-10.42% | Feb 2025 | Jun 2025 | 4 |
-6.87% | Feb 2026 | Apr 2026 | 2 |
-3.72% | Jun 2026 | - | 1 |
-3.29% | Apr 2024 | Jun 2024 | 2 |
-1.1% | Oct 2024 | Nov 2024 | 1 |
-0.61% | Dec 2024 | Jan 2025 | 1 |
-0.58% | Nov 2025 | Jan 2026 | 2 |
-0.56% | Jul 2021 | Aug 2021 | 1 |
-0.34% | Aug 2024 | Sep 2024 | 1 |
-0.14% | May 2021 | Jun 2021 | 1 |