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-2.6%
This Month
-14.09%
Year To Date
+26.28%
2 Years
+191.65%
5 Years
+191.65%
10 Years
+29.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.63%
- 🪙 Cryptocurrencies13.88%
- 🍞 Consumer Non Durables11.55%
- 💰 Finance10.6%
- 📊 ETFs9.1%
- 🛠️ Producer Manufacturing7.58%
- 🧬 Health Technology7.32%
- ❓ Other5.12%
- 🚗 Consumer Durables3.2%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.05%
- 🇺🇸 NYSE31.06%
- 🌍 Digital Currency13.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.35%
- 🇮🇱 Israel11.04%
- 🇩🇰 Denmark7.32%
- 🇨🇦 Canada3.98%
- 🇨🇳 China3.2%
Dividends
Dividend Yield
0.46%
3 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.32%)
Performance Metrics
Score 7.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
13.15
13.15
-2
0
2
14
14
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
13.15
13.15
-2
0
2
14
14
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.75
0.75
0
0.3
0.6
1
1
Calmar Ratio
1.16
1.16
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
-42.04
High:
ENPH
33.15ENPHLow:
COIN
-49COINDetails
PEG Ratio
0.89
High:
NKE
2.39NKELow:
ETOR
0.26ETORDetails
Price/Book
4.74
High:
NIO
14.33NIOLow:ETOR
1.56ETORDetails
Price/Sales
4.38
High:
MSTR
116.32MSTRLow:NIO
0.52NIODetails
Price/CF
15.6
High:MSTR
7,511.07MSTRLow:
LULU
6.77LULUDetails
Price/FCF
53.53
High:MSTR
1,187.5MSTRLow:LULU
9.91LULUDetails
P/E Ratio
-42.04
High:ENPH
33.15ENPHLow:COIN
-49COINDetails
PEG Ratio
0.89
High:NKE
2.39NKELow:ETOR
0.26ETORDetails
Price/Book
4.74
High:NIO
14.33NIOLow:ETOR
1.56ETORDetails
Price/Sales
4.38
High:MSTR
116.32MSTRLow:NIO
0.52NIODetails
Price/CF
15.6
High:MSTR
7,511.07MSTRLow:LULU
6.77LULUDetails
Price/FCF
53.53
High:MSTR
1,187.5MSTRLow:LULU
9.91LULUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.13% | Oct 2025 | - | 13 |
-21.87% | Aug 2022 | Mar 2023 | 7 |
-6.48% | Jun 2022 | Jul 2022 | 1 |
-6.13% | Dec 2024 | Feb 2025 | 2 |
-5.47% | Mar 2025 | May 2025 | 2 |
-4.51% | Sep 2023 | Nov 2023 | 2 |
-2.65% | Apr 2024 | May 2024 | 1 |
-2.52% | Jul 2024 | Sep 2024 | 2 |
-1.74% | Oct 2024 | Nov 2024 | 1 |
-0.5% | Apr 2023 | May 2023 | 1 |