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-0.03%
This Month
-2.37%
Year To Date
+45.29%
2 Years
+145.36%
5 Years
+708.91%
10 Years
+25.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology62.99%
- 🪙 Cryptocurrencies25.34%
- 🖥️ Technology Services6.09%
- ❓ Other4.98%
- 💵 Cash0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.96%
- 🌍 Digital Currency25.34%
- 🇩🇰 Copenhagen Stock Exchange19.12%
- Regular Trading Hours - RTH4.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.96%
- 🇩🇰 Denmark19.12%
Dividends
Dividend Yield
0.8%
2 out of 5 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.1%)
Performance Metrics
Score 6.8/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
29.49
29.49
-2
0
2
30
30
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
3.19
3.19
0
0.75
1.25
4
4
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
29.49
29.49
-2
0
2
30
30
Omega Ratio
1.48
1.48
0
1
1.5
2.5
2.5
Treynor Ratio
3.19
3.19
0
0.75
1.25
4
4
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
14.5
High:
UTHR
21.76UTHRLow:
NOVO-B.CO
10.88NOVO-B.CODetails
PEG Ratio
2.1
High:UTHR
2.34UTHRLow:
GOOGL
0.17GOOGLDetails
Price/Book
5.35
High:NOVO-B.CO
5.7NOVO-B.COLow:UTHR
4.06UTHRDetails
Price/Sales
6.72
High:UTHR
8.83UTHRLow:NOVO-B.CO
3.84NOVO-B.CODetails
Price/CF
19.84
High:GOOGL
23.7GOOGLLow:NOVO-B.CO
10.69NOVO-B.CODetails
Price/FCF
169.82
High:GOOGL
470.54GOOGLLow:UTHR
22.78UTHRDetails
P/E Ratio
14.5
High:UTHR
21.76UTHRLow:NOVO-B.CO
10.88NOVO-B.CODetails
PEG Ratio
2.1
High:UTHR
2.34UTHRLow:GOOGL
0.17GOOGLDetails
Price/Book
5.35
High:NOVO-B.CO
5.7NOVO-B.COLow:UTHR
4.06UTHRDetails
Price/Sales
6.72
High:UTHR
8.83UTHRLow:NOVO-B.CO
3.84NOVO-B.CODetails
Price/CF
19.84
High:GOOGL
23.7GOOGLLow:NOVO-B.CO
10.69NOVO-B.CODetails
Price/FCF
169.82
High:GOOGL
470.54GOOGLLow:UTHR
22.78UTHRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.1% | Jan 2018 | Jul 2020 | 30 |
-44.56% | Apr 2021 | Feb 2024 | 34 |
-32.59% | Apr 2024 | Nov 2024 | 7 |
-17% | Sep 2020 | Nov 2020 | 2 |
-16.09% | Feb 2026 | - | 10 |
-13.15% | Dec 2020 | Jan 2021 | 1 |
-11.49% | Feb 2025 | May 2025 | 3 |
-0.66% | Aug 2025 | Sep 2025 | 1 |
-0.1% | Oct 2025 | Nov 2025 | 1 |