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-1.35%
This Month
-1.35%
Year To Date
+86.68%
2 Years
+139.48%
5 Years
+139.48%
10 Years
+29.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.23%
- 🍞 Consumer Non Durables13.65%
- 🏥 Health Services11.92%
- 🛍️ Retail Trade9.28%
- 🚚 Transportation7.79%
- 🪙 Cryptocurrencies5.87%
- 💰 Finance5.02%
- 🛠️ Producer Manufacturing2.41%
- 💵 Cash1.51%
- 💻 Electronic Technology1.1%
- 💇♀️ Consumer Services0.97%
- 🧬 Health Technology0.72%
- 🚗 Consumer Durables0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.78%
- 🇺🇸 NYSE31.82%
- 🌍 Digital Currency5.87%
- 🇭🇰 Hong Kong Exchanges3.51%
- 🇬🇧 LSE2.37%
- 🇳🇱 Euronext Amsterdam0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.17%
- 🇨🇭 Switzerland7.58%
- 🇳🇱 Netherlands7.22%
- 🇨🇳 China5.67%
- 🇺🇾 Uruguay4.01%
- 🇸🇬 Singapore2.37%
- 🇬🇧 United Kingdom2.37%
- 🇱🇺 Luxembourg2.32%
- 🇰🇾 Cayman Islands2.06%
- 🇮🇱 Israel0.9%
Dividends
Dividend Yield
0.27%
9 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $INGA.NV (4.41%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
7.78
7.78
-2
0
2
8
8
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
7.78
7.78
-2
0
2
8
8
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
0.65
0.65
0
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
29.24
High:
CELH
623.65CELHLow:
IOT
-426.53IOTDetails
PEG Ratio
130.48
High:
V
1,166.53VLow:IOT
-507.44IOTDetails
Price/Book
7.77
High:
LFMD
126.2LFMDLow:
BKNG
-34.29BKNGDetails
Price/Sales
5.32
High:
MSTR
106.4MSTRLow:LFMD
0.65LFMDDetails
Price/CF
20.1
High:MSTR
7,511.07MSTRLow:
NU
8.21NUDetails
Price/FCF
54.09
High:MSTR
1,187.5MSTRLow:NU
8.22NUDetails
P/E Ratio
29.24
High:CELH
623.65CELHLow:IOT
-426.53IOTDetails
PEG Ratio
130.48
High:V
1,166.53VLow:IOT
-507.44IOTDetails
Price/Book
7.77
High:LFMD
126.2LFMDLow:BKNG
-34.29BKNGDetails
Price/Sales
5.32
High:MSTR
106.4MSTRLow:LFMD
0.65LFMDDetails
Price/CF
20.1
High:MSTR
7,511.07MSTRLow:NU
8.21NUDetails
Price/FCF
54.09
High:MSTR
1,187.5MSTRLow:NU
8.22NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.12% | Jun 2022 | Jun 2023 | 12 |
-13.77% | Oct 2025 | - | 4 |
-13.27% | Aug 2023 | Dec 2023 | 4 |
-12.67% | Mar 2025 | May 2025 | 2 |
-7.5% | Dec 2024 | Jan 2025 | 1 |
-7.08% | Mar 2024 | Jun 2024 | 3 |
-5.2% | Jul 2024 | Sep 2024 | 2 |