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+0.49%
This Month
-21.96%
Year To Date
+39.65%
2 Years
+51.04%
5 Years
+51.04%
10 Years
+12.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies35.16%
- 🖥️ Technology Services17.59%
- 🧬 Health Technology15.67%
- 🏥 Health Services11.65%
- 🍞 Consumer Non Durables9.34%
- 💼 Commercial Services5.12%
- 🛍️ Retail Trade4.91%
- 📊 ETFs0.58%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency35.16%
- 🇺🇸 NYSE31.26%
- 🇺🇸 Nasdaq28.46%
- 🇫🇷 Euronext Paris5.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.13%
- 🇨🇦 Canada12.64%
- 🇩🇰 Denmark12.36%
- 🇮🇪 Ireland6.68%
- 🇫🇷 France5.12%
- 🇨🇳 China1.34%
Dividends
Dividend Yield
1.54%
6 out of 15 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $TEP.PA (9.16%)
Performance Metrics
Score 5.4/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
7.2
7.2
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
7.2
7.2
-2
0
2
8
8
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22
High:
AMZN
29.25AMZNLow:
ABCL
-7.18ABCLDetails
PEG Ratio
708.97
High:
ACN
3,369.43ACNLow:ABCL
-63.35ABCLDetails
Price/Book
5.26
High:
ADBE
8.63ADBELow:
TEP.PA
0.73TEP.PADetails
Price/Sales
2.42
High:ABCL
14.08ABCLLow:
JD.US
0.22JD.USDetails
Price/CF
17.73
High:
MSFT
22.48MSFTLow:TEP.PA
3.39TEP.PADetails
Price/FCF
61.94
High:AMZN
325.85AMZNLow:TEP.PA
5.17TEP.PADetails
P/E Ratio
22
High:AMZN
29.25AMZNLow:ABCL
-7.18ABCLDetails
PEG Ratio
708.97
High:ACN
3,369.43ACNLow:ABCL
-63.35ABCLDetails
Price/Book
5.26
High:ADBE
8.63ADBELow:TEP.PA
0.73TEP.PADetails
Price/Sales
2.42
High:ABCL
14.08ABCLLow:JD.US
0.22JD.USDetails
Price/CF
17.73
High:MSFT
22.48MSFTLow:TEP.PA
3.39TEP.PADetails
Price/FCF
61.94
High:AMZN
325.85AMZNLow:TEP.PA
5.17TEP.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.58% | Mar 2023 | Nov 2024 | 20 |
-29.09% | Nov 2025 | - | 6 |
-14.7% | Aug 2022 | Nov 2022 | 3 |
-10.83% | Jun 2022 | Jul 2022 | 1 |
-7.41% | Feb 2025 | Jul 2025 | 5 |
-6.54% | Dec 2024 | Jan 2025 | 1 |
-6.27% | Dec 2022 | Jan 2023 | 1 |