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+1.26%
This Month
+21.79%
Year To Date
+42.55%
2 Years
+40.84%
5 Years
+40.84%
10 Years
+7.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.63%
- 💼 Commercial Services14.43%
- 🚗 Consumer Durables11.92%
- 🧬 Health Technology11.17%
- 💰 Finance9.06%
- ⚡ Utilities5.53%
- 🏥 Health Services5.18%
- 🍞 Consumer Non Durables3.24%
- 💵 Cash2.55%
- 💻 Electronic Technology2.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.96%
- 🇺🇸 NYSE27.19%
- 🇩🇪 FRA11.92%
- 🇩🇰 Copenhagen Stock Exchange11.17%
- 🇬🇧 LSE3.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.53%
- 🇮🇱 Israel18.61%
- 🇩🇪 Germany11.92%
- 🇩🇰 Denmark11.17%
- 🇬🇧 United Kingdom3.24%
Dividends
Dividend Yield
2.04%
10 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BMW.DE (5.16%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-2.61
-2.61
-3
0
2
4.5
4.5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
0
0
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.69
High:
MPWR
86.25MPWRLow:
BMW.DE
7.25BMW.DEDetails
PEG Ratio
176.91
High:
NOVO-B.CO
684.96NOVO-B.COLow:
PYPL
24.44PYPLDetails
Price/Book
5.52
High:MPWR
15.16MPWRLow:BMW.DE
0.54BMW.DEDetails
Price/Sales
3.9
High:MPWR
19.36MPWRLow:BMW.DE
0.37BMW.DEDetails
Price/CF
18.68
High:MPWR
53.17MPWRLow:BMW.DE
4.65BMW.DEDetails
Price/FCF
57.71
High:
ORCL
348.36ORCLLow:
ETOR
9.25ETORDetails
P/E Ratio
21.69
High:MPWR
86.25MPWRLow:BMW.DE
7.25BMW.DEDetails
PEG Ratio
176.91
High:NOVO-B.CO
684.96NOVO-B.COLow:PYPL
24.44PYPLDetails
Price/Book
5.52
High:MPWR
15.16MPWRLow:BMW.DE
0.54BMW.DEDetails
Price/Sales
3.9
High:MPWR
19.36MPWRLow:BMW.DE
0.37BMW.DEDetails
Price/CF
18.68
High:MPWR
53.17MPWRLow:BMW.DE
4.65BMW.DEDetails
Price/FCF
57.71
High:ORCL
348.36ORCLLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.65% | Nov 2021 | Aug 2025 | 45 |
-11.16% | Dec 2025 | Feb 2026 | 2 |
-9.13% | Sep 2021 | Oct 2021 | 1 |
-1.81% | Sep 2025 | Oct 2025 | 1 |