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+1.33%
This Month
+9.65%
Year To Date
+95.31%
2 Years
+84.96%
5 Years
+84.96%
10 Years
+28.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash19.19%
- 💹 Forex7.12%
- 🏥 Health Services4.88%
- 🧬 Health Technology4.39%
- 📊 ETFs3.69%
- ⛏️ Energy Minerals3.11%
- 💰 Finance1.43%
- 💼 Commercial Services1.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE13.48%
- 🌍 FX7.12%
- 🇺🇸 Nasdaq3.4%
- 🇪🇸 Bolsa De Madrid1.62%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.88%
- 🇩🇰 Denmark3.43%
- 🇪🇸 Spain1.62%
- 🇧🇷 Brazil1.48%
- 🇨🇳 China1.43%
- 🇬🇧 United Kingdom1.01%
- 🇮🇱 Israel0.96%
Dividends
Dividend Yield
0.08%
4 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $QFIN (9.56%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
7.5
7.5
-2
0
2
8
8
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
7.5
7.5
-2
0
2
8
8
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
10.56
High:
GAMB
72.36GAMBLow:
QFIN
2.2QFINDetails
PEG Ratio
125.71
High:
NVO
199.02NVOLow:QFIN
5.59QFINDetails
Price/Book
3.2
High:
HIMS
6.91HIMSLow:QFIN
0.58QFINDetails
Price/Sales
1.95
High:NVO
3.66NVOLow:
REP.MC
0.41REP.MCDetails
Price/CF
7.52
High:HIMS
26.85HIMSLow:
PBR.A
2.33PBR.ADetails
Price/FCF
130.21
High:REP.MC
1,173.25REP.MCLow:GAMB
8.08GAMBDetails
P/E Ratio
10.56
High:GAMB
72.36GAMBLow:QFIN
2.2QFINDetails
PEG Ratio
125.71
High:NVO
199.02NVOLow:QFIN
5.59QFINDetails
Price/Book
3.2
High:HIMS
6.91HIMSLow:QFIN
0.58QFINDetails
Price/Sales
1.95
High:NVO
3.66NVOLow:REP.MC
0.41REP.MCDetails
Price/CF
7.52
High:HIMS
26.85HIMSLow:PBR.A
2.33PBR.ADetails
Price/FCF
130.21
High:REP.MC
1,173.25REP.MCLow:GAMB
8.08GAMBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.26% | Mar 2024 | Jan 2025 | 10 |
-4.35% | Oct 2025 | Jan 2026 | 3 |
-2.79% | Jan 2024 | Feb 2024 | 1 |
-2.69% | Feb 2025 | Apr 2025 | 2 |