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-1.92%
This Month
-3.8%
Year To Date
+32.09%
2 Years
+118.48%
5 Years
+118.48%
10 Years
+27.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading79.37%
- 🏭 Industrial Services8.08%
- 💻 Electronic Technology6.78%
- 🪙 Cryptocurrencies3.23%
- 💵 Cash2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.91%
- 🇺🇸 Nasdaq19.22%
- 🇬🇧 LSE12.88%
- 🇫🇷 Euronext Paris4.14%
- 🌍 Digital Currency3.23%
- 🇳🇴 Oslo Stock Exchange3.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.76%
- 🇬🇧 United Kingdom16.17%
- 🇫🇷 France4.14%
- 🇳🇴 Norway3.08%
Dividends
Performance Metrics
Score 6.6/10
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
0.79
0.79
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Beta
1.51
1.51
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
0.79
0.79
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.81
1.81
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
64.84
High:
ENPH
33.05ENPHLow:
AESI
-24.74AESIDetails
PEG Ratio
45.98
High:ENPH
45.98ENPHLow:ENPH
45.98ENPHDetails
Price/Book
2.8
High:ENPH
5.14ENPHLow:AESI
1.03AESIDetails
Price/Sales
2.54
High:ENPH
3.79ENPHLow:AESI
1.14AESIDetails
Price/CF
21.38
High:ENPH
30.74ENPHLow:AESI
9.96AESIDetails
Price/FCF
46.38
High:AESI
59.82AESILow:ENPH
43.77ENPHDetails
P/E Ratio
64.84
High:ENPH
33.05ENPHLow:AESI
-24.74AESIDetails
PEG Ratio
45.98
High:ENPH
45.98ENPHLow:ENPH
45.98ENPHDetails
Price/Book
2.8
High:ENPH
5.14ENPHLow:AESI
1.03AESIDetails
Price/Sales
2.54
High:ENPH
3.79ENPHLow:AESI
1.14AESIDetails
Price/CF
21.38
High:ENPH
30.74ENPHLow:AESI
9.96AESIDetails
Price/FCF
46.38
High:AESI
59.82AESILow:ENPH
43.77ENPHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.9% | Feb 2025 | Jun 2025 | 4 |
-14.11% | Aug 2023 | Dec 2023 | 4 |
-7.21% | Sep 2025 | - | 7 |
-5.88% | Dec 2024 | Jan 2025 | 1 |
-5.84% | Apr 2024 | May 2024 | 1 |
-4.44% | Jan 2024 | Feb 2024 | 1 |
-4.2% | Jul 2024 | Sep 2024 | 2 |
-3.75% | Jun 2023 | Jul 2023 | 1 |
-1.96% | Oct 2024 | Nov 2024 | 1 |
-1.13% | Apr 2023 | May 2023 | 1 |
-0.12% | Feb 2023 | Mar 2023 | 1 |