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+6.45%
This Month
-17.7%
Year To Date
+43.99%
2 Years
-43.75%
5 Years
+229.77%
10 Years
+15.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology51.85%
- 🧩 Miscellaneous24.47%
- 🧬 Health Technology17.76%
- 💵 Cash2.4%
- 🚚 Transportation2.01%
- 🪙 Cryptocurrencies1.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.71%
- 🇺🇸 Nasdaq28.9%
- 🇬🇧 LSE24.47%
- 🌍 Digital Currency1.57%
- 🇫🇷 Euronext Paris0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.61%
- 🇬🇧 United Kingdom11.67%
- 🇮🇪 Ireland2.01%
- 🇫🇷 France0%
Dividends
Dividend Yield
0.09%
4 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $RYAAY (1.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.93
1.93
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
12.68
12.68
-2
0
2
13
13
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.93
1.93
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
12.68
12.68
-2
0
2
13
13
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.41
1.41
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.63
High:
VRT
76.62VRTLow:
IBRX
-18.73IBRXDetails
PEG Ratio
38.99
High:
AAPL
126.57AAPLLow:IBRX
-53.61IBRXDetails
Price/Book
39.11
High:AAPL
42.67AAPLLow:IBRX
-14.76IBRXDetails
Price/Sales
8.78
High:IBRX
63.77IBRXLow:
CO.PA
0.01CO.PADetails
Price/CF
29.79
High:VRT
30.02VRTLow:CO.PA
6.22CO.PADetails
Price/FCF
37.17
High:AAPL
37.55AAPLLow:CO.PA
5.04CO.PADetails
P/E Ratio
34.63
High:VRT
76.62VRTLow:IBRX
-18.73IBRXDetails
PEG Ratio
38.99
High:AAPL
126.57AAPLLow:IBRX
-53.61IBRXDetails
Price/Book
39.11
High:AAPL
42.67AAPLLow:IBRX
-14.76IBRXDetails
Price/Sales
8.78
High:IBRX
63.77IBRXLow:CO.PA
0.01CO.PADetails
Price/CF
29.79
High:VRT
30.02VRTLow:CO.PA
6.22CO.PADetails
Price/FCF
37.17
High:AAPL
37.55AAPLLow:CO.PA
5.04CO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.67% | May 2021 | Jul 2025 | 50 |
-58.04% | Aug 2025 | - | 9 |
-51.65% | Jan 2018 | May 2020 | 28 |
-43.29% | Dec 2020 | Mar 2021 | 3 |
-10.69% | Sep 2020 | Nov 2020 | 2 |
-5.14% | Jun 2020 | Jul 2020 | 1 |