Loading...
+4.34%
This Month
+4.34%
Year To Date
+25.23%
2 Years
+44.99%
5 Years
+44.99%
10 Years
+17.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance24.28%
- 🍞 Consumer Non Durables23.77%
- 🧬 Health Technology11.02%
- 🪙 Cryptocurrencies8.62%
- 💻 Electronic Technology7.92%
- ⛏️ Energy Minerals7.33%
- 🛍️ Retail Trade5.33%
- 🖥️ Technology Services5.16%
- 💵 Cash3.58%
- ⚡ Utilities2.85%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.37%
- 🇺🇸 NYSE21.6%
- 🇬🇧 LSE21.31%
- 🌍 Digital Currency8.62%
- 🇩🇪 FRA7.79%
- 🇨🇭 SIX5.75%
- 🇫🇷 Euronext Paris2.85%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.97%
- 🇬🇧 United Kingdom21.31%
- 🇩🇪 Germany7.79%
- 🇨🇭 Switzerland5.75%
- 🇫🇷 France2.85%
Dividends
Dividend Yield
2.3%
12 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.2/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.16
1.16
0
1
2
3
3
Jensen's Alpha
-4.93
-4.93
-5
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.36
High:
IRM
172.51IRMLow:
KHC
-6.23KHCDetails
PEG Ratio
161.26
High:
ORLY
503.31ORLYLow:
ALAGP.PA
-4.36ALAGP.PADetails
Price/Book
8.21
High:
RHM.DE
18.12RHM.DELow:ORLY
-95.95ORLYDetails
Price/Sales
5.96
High:
GOOG
10.64GOOGLow:
LISP.ZU
0.45LISP.ZUDetails
Price/CF
17.3
High:RHM.DE
91.83RHM.DELow:LISP.ZU
4LISP.ZUDetails
Price/FCF
48.53
High:
PEP
5,253.35PEPLow:
BIIB
8.94BIIBDetails
P/E Ratio
33.36
High:IRM
172.51IRMLow:KHC
-6.23KHCDetails
PEG Ratio
161.26
High:ORLY
503.31ORLYLow:ALAGP.PA
-4.36ALAGP.PADetails
Price/Book
8.21
High:RHM.DE
18.12RHM.DELow:ORLY
-95.95ORLYDetails
Price/Sales
5.96
High:GOOG
10.64GOOGLow:LISP.ZU
0.45LISP.ZUDetails
Price/CF
17.3
High:RHM.DE
91.83RHM.DELow:LISP.ZU
4LISP.ZUDetails
Price/FCF
48.53
High:PEP
5,253.35PEPLow:BIIB
8.94BIIBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.41% | Aug 2023 | Dec 2023 | 4 |
-9.48% | Oct 2025 | - | 4 |
-5.12% | Feb 2025 | May 2025 | 3 |
-2% | Oct 2024 | Nov 2024 | 1 |
-1.58% | Dec 2024 | Jan 2025 | 1 |
-1.17% | Jul 2025 | Aug 2025 | 1 |
-0.91% | May 2024 | Jul 2024 | 2 |