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-1.11%
This Month
+16.01%
Year To Date
+48.55%
2 Years
+75.33%
5 Years
+75.33%
10 Years
+18.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.93%
- 💰 Finance14.28%
- 💻 Electronic Technology11.99%
- 🧬 Health Technology11.64%
- 🖥️ Technology Services8.31%
- 📦 Distribution Services4.91%
- 💼 Commercial Services4.72%
- 📊 ETFs3.71%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.64%
- 🇺🇸 NYSE9.92%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.92%
- 🇸🇬 Singapore18.12%
- 🇩🇰 Denmark3.81%
Dividends
Dividend Yield
0.52%
2 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $JOYY (5.86%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BLOK | Pay Day | Dec 31, 2025 | $0.00 |
Performance Metrics
Score 5.4/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
0.59
0.59
-2
0
2
4.5
4.5
Omega Ratio
1.16
1.16
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-66.76
High:
WLDN
37.15WLDNLow:
TARS
-40.4TARSDetails
PEG Ratio
-67.56
High:
GCT
243.88GCTLow:
MNMD
-922.01MNMDDetails
Price/Book
2.79
High:
JOBY
14.48JOBYLow:
JOYY
0.5JOYYDetails
Price/Sales
5.13
High:JOBY
553.86JOBYLow:MNMD
-MNMDDetails
Price/CF
13.71
High:
DHC
56.73DHCLow:GCT
5.46GCTDetails
Price/FCF
13.63
High:WLDN
21.34WLDNLow:GCT
5.65GCTDetails
P/E Ratio
-66.76
High:WLDN
37.15WLDNLow:TARS
-40.4TARSDetails
PEG Ratio
-67.56
High:GCT
243.88GCTLow:MNMD
-922.01MNMDDetails
Price/Book
2.79
High:JOBY
14.48JOBYLow:JOYY
0.5JOYYDetails
Price/Sales
5.13
High:JOBY
553.86JOBYLow:MNMD
-MNMDDetails
Price/CF
13.71
High:DHC
56.73DHCLow:GCT
5.46GCTDetails
Price/FCF
13.63
High:WLDN
21.34WLDNLow:GCT
5.65GCTDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.32% | Aug 2022 | Aug 2023 | 12 |
-14.73% | Feb 2025 | Jun 2025 | 4 |
-12.64% | Sep 2023 | Dec 2023 | 3 |
-11.05% | Jun 2022 | Jul 2022 | 1 |
-8.44% | Apr 2024 | May 2024 | 1 |
-5.34% | Nov 2025 | - | 2 |
-3.5% | Sep 2024 | Jan 2025 | 4 |
-3.19% | Jul 2024 | Aug 2024 | 1 |