Loading...
-2.39%
This Month
-6.89%
Year To Date
+9.06%
2 Years
+22.17%
5 Years
+22.17%
10 Years
+4.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services34.8%
- 💻 Electronic Technology16.14%
- 🛍️ Retail Trade13.29%
- 🪙 Cryptocurrencies12.47%
- 💰 Finance6.08%
- 🧬 Health Technology4.26%
- 🏭 Industrial Services3.81%
- 🏥 Health Services3.63%
- 🚗 Consumer Durables2.91%
- 💇♀️ Consumer Services2.59%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.99%
- 🇺🇸 NYSE19.51%
- 🌍 Digital Currency12.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.16%
- 🇳🇱 Netherlands16.14%
- 🇨🇳 China10.04%
- 🇮🇱 Israel4.26%
- 🇮🇹 Italy2.91%
Dividends
Dividend Yield
0.45%
9 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $CI (2.14%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6
-6
-6
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-6
-6
-6
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.42
High:
ASML
50.04ASMLLow:
EYE
-864.29EYEDetails
PEG Ratio
-9.96
High:
FTNT
471.62FTNTLow:EYE
-1,016.28EYEDetails
Price/Book
8.08
High:FTNT
49.71FTNTLow:
INMD
1.26INMDDetails
Price/Sales
7.25
High:ASML
14.65ASMLLow:
CI
0.28CIDetails
Price/CF
21.64
High:ASML
28.87ASMLLow:CI
7.62CIDetails
Price/FCF
61.79
High:
BABA
1,196.17BABALow:INMD
10.53INMDDetails
P/E Ratio
28.42
High:ASML
50.04ASMLLow:EYE
-864.29EYEDetails
PEG Ratio
-9.96
High:FTNT
471.62FTNTLow:EYE
-1,016.28EYEDetails
Price/Book
8.08
High:FTNT
49.71FTNTLow:INMD
1.26INMDDetails
Price/Sales
7.25
High:ASML
14.65ASMLLow:CI
0.28CIDetails
Price/CF
21.64
High:ASML
28.87ASMLLow:CI
7.62CIDetails
Price/FCF
61.79
High:BABA
1,196.17BABALow:INMD
10.53INMDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.72% | Nov 2021 | Jul 2023 | 20 |
-20.71% | Aug 2023 | Mar 2024 | 7 |
-13.16% | Apr 2024 | Nov 2024 | 7 |
-12.49% | Oct 2025 | - | 6 |
-10.61% | Feb 2025 | Jul 2025 | 5 |
-5.39% | Sep 2021 | Oct 2021 | 1 |
-0.7% | Dec 2024 | Jan 2025 | 1 |
-0.08% | Aug 2025 | Sep 2025 | 1 |