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+0.29%
This Month
-1.92%
Year To Date
+39.53%
2 Years
+56.31%
5 Years
+56.31%
10 Years
+10.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs54.82%
- 🧩 Miscellaneous20.03%
- 💵 Cash9.75%
- 🖥️ Technology Services6.41%
- 💻 Electronic Technology3.78%
- 🧬 Health Technology2.55%
- 🪙 Cryptocurrencies2.29%
- 🚗 Consumer Durables1.94%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.23%
- 🇬🇧 LSE12.2%
- 🇺🇸 Nasdaq12.13%
- 🇩🇪 Xetra ETFs11.5%
- 🇺🇸 Chicago Board Options Exchange4.46%
- 🌍 Digital Currency2.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.09%
- 🇩🇰 Denmark1.59%
Dividends
Dividend Yield
0.09%
6 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVO (3.33%)
Performance Metrics
Score 6.4/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
3.73
3.73
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
3.73
3.73
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.6
High:
TSLA
335.12TSLALow:
NVO
10.65NVODetails
PEG Ratio
98.35
High:NVO
191.12NVOLow:
LLY
42.93LLYDetails
Price/Book
12.86
High:
AAPL
42.67AAPLLow:NVO
5.39NVODetails
Price/Sales
10.71
High:
NVDA
20.07NVDALow:NVO
3.52NVODetails
Price/CF
30.07
High:TSLA
107.92TSLALow:NVO
12.52NVODetails
Price/FCF
58.53
High:LLY
282.99LLYLow:AAPL
37.55AAPLDetails
P/E Ratio
31.6
High:TSLA
335.12TSLALow:NVO
10.65NVODetails
PEG Ratio
98.35
High:NVO
191.12NVOLow:LLY
42.93LLYDetails
Price/Book
12.86
High:AAPL
42.67AAPLLow:NVO
5.39NVODetails
Price/Sales
10.71
High:NVDA
20.07NVDALow:NVO
3.52NVODetails
Price/CF
30.07
High:TSLA
107.92TSLALow:NVO
12.52NVODetails
Price/FCF
58.53
High:LLY
282.99LLYLow:AAPL
37.55AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.06% | Jan 2022 | Dec 2023 | 23 |
-7.74% | Mar 2026 | - | 2 |
-4.36% | Feb 2025 | May 2025 | 3 |
-1.81% | Dec 2024 | Jan 2025 | 1 |
-0.96% | Apr 2024 | May 2024 | 1 |