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-1.97%
This Month
-1.97%
Year To Date
+28.31%
2 Years
+8.6%
5 Years
+8.6%
10 Years
+2.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.3%
- 🍞 Consumer Non Durables11.41%
- 💻 Electronic Technology6.55%
- 🧬 Health Technology5.71%
- 💼 Commercial Services5.48%
- 💰 Finance3.9%
- 🖥️ Technology Services2.35%
- 🛍️ Retail Trade2.23%
- 🚗 Consumer Durables2.08%
- 🪨 Non Energy Minerals1.83%
- 🛠️ Producer Manufacturing1.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE71.17%
- 🇺🇸 Nasdaq22.98%
- 🇫🇷 Euronext Paris5.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.4%
- 🇫🇷 France5.84%
- 🇩🇰 Denmark4.54%
- 🇨🇦 Canada3.61%
- 🇬🇧 United Kingdom2.91%
- 🇮🇪 Ireland2.23%
- 🇮🇱 Israel1.17%
Dividends
Dividend Yield
0.29%
10 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MC.PA (2.25%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.01
0.01
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.73
0.73
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.59
High:
MED.US
557.89MED.USLow:
INMD
6.39INMDDetails
PEG Ratio
241.76
High:
V
1,166.53VLow:INMD
40.08INMDDetails
Price/Book
16.87
High:
MA
60.55MALow:MED.US
0.6MED.USDetails
Price/Sales
13.17
High:
NVDA
23.3NVDALow:MED.US
0.3MED.USDetails
Price/CF
31.9
High:NVDA
54.84NVDALow:
GAMB
7.89GAMBDetails
Price/FCF
51.59
High:MED.US
333.14MED.USLow:GAMB
8.08GAMBDetails
P/E Ratio
36.59
High:MED.US
557.89MED.USLow:INMD
6.39INMDDetails
PEG Ratio
241.76
High:V
1,166.53VLow:INMD
40.08INMDDetails
Price/Book
16.87
High:MA
60.55MALow:MED.US
0.6MED.USDetails
Price/Sales
13.17
High:NVDA
23.3NVDALow:MED.US
0.3MED.USDetails
Price/CF
31.9
High:NVDA
54.84NVDALow:GAMB
7.89GAMBDetails
Price/FCF
51.59
High:MED.US
333.14MED.USLow:GAMB
8.08GAMBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.19% | Feb 2022 | Sep 2024 | 31 |
-9.17% | Feb 2025 | Jul 2025 | 5 |
-3.2% | Oct 2024 | Jan 2025 | 3 |
-1.97% | Jan 2026 | - | 1 |
-1.07% | Nov 2025 | Dec 2025 | 1 |