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-1.03%
This Month
+11.58%
Year To Date
+37.36%
2 Years
+70.39%
5 Years
+52.6%
10 Years
+8.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.27%
- 👥 Copy Trading16.05%
- 🧬 Health Technology13.04%
- 💵 Cash10.25%
- 📊 ETFs6.14%
- 🖥️ Technology Services5.01%
- 🚚 Transportation3.72%
- 💰 Finance3.16%
- ⚡ Utilities2.57%
- ⛏️ Energy Minerals2.4%
- 🛍️ Retail Trade1.54%
- 💇♀️ Consumer Services1.23%
- 🚗 Consumer Durables0.63%
- 🛠️ Producer Manufacturing0.41%
- 🍞 Consumer Non Durables0.22%
- 📦 Distribution Services0.19%
- 🏭 Industrial Services0.11%
- 🪙 Cryptocurrencies0.07%
- 🧪 Process Industries0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.53%
- 🇺🇸 NYSE22.77%
- 🇩🇪 FRA3.86%
- 🇫🇷 Euronext Paris3.05%
- 🇭🇰 Hong Kong Exchanges2.27%
- 🇺🇸 Chicago Board Options Exchange1.7%
- 🇬🇧 LSE0.68%
- 🇳🇱 Euronext Amsterdam0.45%
- 🇨🇭 SIX0.27%
- 🇵🇹 Euronext Lisbon0.21%
- 🇮🇹 Borsa Italiana0.14%
- Regular Trading Hours - RTH0.11%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇺🇸 OTC Markets Stock Exchange0.08%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🌍 Digital Currency0.07%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇪🇸 Bolsa De Madrid0.05%
- 🇦🇪 Dubai Financial Market0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.22%
- 🇩🇪 Germany3.86%
- 🇧🇲 Bermuda3.17%
- 🇫🇷 France3.03%
- 🇧🇷 Brazil2.65%
- 🇬🇧 United Kingdom2.46%
- 🇨🇳 China2.22%
- 🇳🇱 Netherlands2.06%
- 🇫🇮 Finland1.84%
- 🇩🇰 Denmark0.68%
- 🇲🇨 Monaco0.44%
- 🇨🇭 Switzerland0.43%
- 🇹🇼 Taiwan0.42%
- 🇨🇦 Canada0.4%
- 🇭🇰 Hong Kong0.28%
- 🇵🇹 Portugal0.21%
- 🇮🇹 Italy0.14%
- 🇨🇾 Cyprus0.1%
- 🇮🇱 Israel0.1%
- 🇸🇪 Sweden0.08%
- 🇳🇴 Norway0.06%
- 🇪🇸 Spain0.05%
- 🇬🇷 Greece0.05%
- 🇱🇺 Luxembourg0.05%
- 🇰🇷 South Korea0.04%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
0.79%
35 out of 65 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.12% | 5.12% | $2.21 |
 triangulacapital | 0.12% | 3.53% | - |
 VNA.DE | 0.09% | 7.28% | $0.9 |
 ENGI.PA | 0.07% | 5.64% | $1.43 |
 NVDA | 0.04% | 0.12% | $0.02 |
 PAH3.DE | 0.03% | 5.55% | $2.56 |
 GlobalLogistics | 0.03% | 2.02% | - |
 JeppeKirkBonde | 0.03% | 0.85% | - |
 RWE.DE | 0.02% | 1.97% | $1 |
 Hedgewealth | 0.02% | 1.1% | - |
 NVO | 0.02% | 3.09% | $0.98 |
 PFE | 0.02% | 6.21% | $1.66 |
 CS.PA | 0.02% | 5.24% | $1.98 |
 JavierPrada | 0.02% | 2.33% | - |
 ingruc | 0.01% | 1.45% | - |
 UPS | 0.01% | 6.91% | $6.5 |
 RCL | 0.01% | 2% | - |
 0700.HK | 0.01% | 1.18% | $3.4 |
 MTCH | 0.01% | 1.81% | - |
 RPRX | 0.01% | 1.56% | $0.82 |
 AI-Revolution | 0.01% | 0.27% | - |
 9988.HK | 0.01% | 0.9% | $0.98 |
 EuropeDefense | 0.01% | 1.09% | - |
 LMT | 0.01% | 2.56% | $12.45 |
 STNG | 0.01% | 2% | $1.4 |
 ASML | 0.01% | 0.44% | $5.57 |
 MA | 0.01% | 0.6% | $2.46 |
 OGZDL.L | 0% | 67.74% | - |
 V | 0% | 0.71% | $2.01 |
 EL | 0% | 1.46% | $2.64 |
 PNL.NV | 0% | 4.68% | $0.09 |
 GOOG | 0% | 0.24% | $0.2 |
 GEBN.ZU | 0% | 2.4% | $12.7 |
 UN0.DE | 0% | 1.44% | - |
 ITUB | 0% | -1.65% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RL (JeppeKirkBonde) | Ex-Dividend | Sep 26, 2026 | $1.00 |
 HUM (JavierPrada) | Ex-Dividend | Sep 26, 2026 | $0.89 |
 CP (GlobalLogistics) | Ex-Dividend | Sep 26, 2026 | $0.20 |
 META (JeppeKirkBonde) | Pay Day | Sep 28, 2026 | $0.53 |
META (JavierPrada) | Pay Day | Sep 28, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Sep 28, 2026 | $0.53 |
 HST (JeppeKirkBonde) | Ex-Dividend | Sep 30, 2026 | $0.20 |
 VST (JeppeKirkBonde) | Pay Day | Sep 30, 2026 | $0.23 |
 IMB.L (ingruc) | Pay Day | Sep 30, 2026 | $0.56 |
 TFII (GlobalLogistics) | Ex-Dividend | Sep 30, 2026 | $0.00 |
 HUBG (GlobalLogistics) | Pay Day | Sep 30, 2026 | $0.13 |
 AVGO (AI-Revolution) | Pay Day | Sep 30, 2026 | $0.65 |
ITUB | Ex-Dividend | Oct 2, 2026 | -$0.22 |
ITUB (triangulacapital) | Ex-Dividend | Oct 2, 2026 | -$0.22 |
 SAABB.ST (EuropeDefense) | Ex-Dividend | Oct 2, 2026 | $0.00 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Oct 6, 2026 | $1.50 |
 MU (JeppeKirkBonde) | Ex-Dividend | Oct 6, 2026 | $0.15 |
 WERN (GlobalLogistics) | Ex-Dividend | Oct 6, 2026 | $0.14 |
MU (AI-Revolution) | Ex-Dividend | Oct 6, 2026 | $0.15 |
MTCH | Ex-Dividend | Oct 7, 2026 | $0.20 |
 ZTO (GlobalLogistics) | Ex-Dividend | Oct 8, 2026 | $0.39 |
MA | Ex-Dividend | Oct 9, 2026 | $0.87 |
 ORCL (AI-Revolution) | Ex-Dividend | Oct 10, 2026 | $0.50 |
 MRVL (AI-Revolution) | Ex-Dividend | Oct 10, 2026 | $0.06 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Oct 15, 2026 | $0.15 |
 ZTS (JavierPrada) | Ex-Dividend | Oct 20, 2026 | $0.53 |
 BA.L (EuropeDefense) | Ex-Dividend | Oct 20, 2026 | $0.31 |
 DG.PA (triangulacapital) | Ex-Dividend | Oct 21, 2026 | $4.66 |
 DNUT | Ex-Dividend | Oct 23, 2026 | $0.04 |
PFE | Ex-Dividend | Oct 24, 2026 | $0.43 |
PFE (JavierPrada) | Ex-Dividend | Oct 24, 2026 | $0.43 |
 PG (JavierPrada) | Ex-Dividend | Oct 24, 2026 | $1.09 |
PFE (ingruc) | Ex-Dividend | Oct 24, 2026 | $0.43 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 27, 2026 | $3.15 |
 AKZA.NV (JavierPrada) | Ex-Dividend | Oct 27, 2026 | $1.80 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $8.60 |
ASML (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $9.76 |
MC.PA (JavierPrada) | Ex-Dividend | Oct 28, 2026 | $8.60 |
 NOK (Hedgewealth) | Ex-Dividend | Oct 28, 2026 | $0.04 |
ASML (AI-Revolution) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 CALM (ingruc) | Ex-Dividend | Oct 29, 2026 | $0.36 |
 PRX.NV (ingruc) | Ex-Dividend | Oct 30, 2026 | $0.14 |
 TXN (AI-Revolution) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 AGRO (JeppeKirkBonde) | Ex-Dividend | Nov 4, 2026 | $0.12 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Nov 5, 2026 | $0.17 |
 NSC (GlobalLogistics) | Ex-Dividend | Nov 7, 2026 | $1.35 |
 JBHT (GlobalLogistics) | Ex-Dividend | Nov 7, 2026 | $0.45 |
 ARCB (GlobalLogistics) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 INTC (AI-Revolution) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 TNK (GlobalLogistics) | Ex-Dividend | Nov 10, 2026 | $0.25 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
RPRX | Ex-Dividend | Nov 14, 2026 | $0.23 |
 SBUX (JavierPrada) | Ex-Dividend | Nov 14, 2026 | $0.62 |
 HSY (JavierPrada) | Ex-Dividend | Nov 14, 2026 | $1.45 |
UPS | Ex-Dividend | Nov 17, 2026 | $1.64 |
STNG | Ex-Dividend | Nov 17, 2026 | $0.45 |
UPS (JavierPrada) | Ex-Dividend | Nov 17, 2026 | $1.64 |
UPS (GlobalLogistics) | Ex-Dividend | Nov 17, 2026 | $1.64 |
 DHT (GlobalLogistics) | Ex-Dividend | Nov 17, 2026 | $0.64 |
STNG (GlobalLogistics) | Ex-Dividend | Nov 17, 2026 | $0.45 |
 GNK.US (GlobalLogistics) | Ex-Dividend | Nov 17, 2026 | $0.35 |
 ETL.PA (EuropeDefense) | Ex-Dividend | Nov 17, 2026 | $0.93 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CEG (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $0.43 |
 LSTR (GlobalLogistics) | Ex-Dividend | Nov 18, 2026 | $0.40 |
HO.PA (EuropeDefense) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Nov 19, 2026 | $0.70 |
 UMG.NV (triangulacapital) | Ex-Dividend | Nov 20, 2026 | $0.32 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (JavierPrada) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 SBLK (GlobalLogistics) | Ex-Dividend | Nov 21, 2026 | $0.50 |
 R (GlobalLogistics) | Ex-Dividend | Nov 24, 2026 | $0.91 |
LMT | Ex-Dividend | Dec 1, 2026 | $3.45 |
EL | Ex-Dividend | Dec 1, 2026 | $0.35 |
LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 B (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $0.17 |
 MCD (JavierPrada) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 NKE (JavierPrada) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 UNP (GlobalLogistics) | Ex-Dividend | Dec 1, 2026 | $1.38 |
 CSX (GlobalLogistics) | Ex-Dividend | Dec 1, 2026 | $0.14 |
 EXPD (GlobalLogistics) | Ex-Dividend | Dec 1, 2026 | $0.81 |
 ODFL (GlobalLogistics) | Ex-Dividend | Dec 2, 2026 | $0.29 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 D (JeppeKirkBonde) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (JavierPrada) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PEP (JavierPrada) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 PYPL (JavierPrada) | Ex-Dividend | Dec 4, 2026 | $0.14 |
PYPL (ingruc) | Ex-Dividend | Dec 4, 2026 | $0.14 |
 CHRW (GlobalLogistics) | Ex-Dividend | Dec 4, 2026 | $0.63 |
 KNX (GlobalLogistics) | Ex-Dividend | Dec 4, 2026 | $0.20 |
GOOGL (AI-Revolution) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 CI (JavierPrada) | Ex-Dividend | Dec 8, 2026 | $1.56 |
 CNI (GlobalLogistics) | Ex-Dividend | Dec 8, 2026 | $0.67 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 INSW (GlobalLogistics) | Ex-Dividend | Dec 10, 2026 | $0.12 |
NVDA (AI-Revolution) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2026 | $0.10 |
 SNDR (GlobalLogistics) | Ex-Dividend | Dec 11, 2026 | $0.10 |
 BN.US (ingruc) | Ex-Dividend | Dec 14, 2026 | $0.07 |
 FDX (GlobalLogistics) | Ex-Dividend | Dec 14, 2026 | $1.45 |
 VRT (AI-Revolution) | Ex-Dividend | Dec 14, 2026 | $0.06 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 15, 2026 | $0.43 |
 HOG (ingruc) | Ex-Dividend | Dec 15, 2026 | $0.19 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 TEF.MC (ingruc) | Ex-Dividend | Dec 16, 2026 | $0.18 |
TSM (AI-Revolution) | Ex-Dividend | Dec 16, 2026 | $0.95 |
RCL | Ex-Dividend | Dec 17, 2026 | $1.50 |
 CRM (JavierPrada) | Ex-Dividend | Dec 17, 2026 | $0.44 |
CRM (AI-Revolution) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 LRCX (AI-Revolution) | Ex-Dividend | Dec 17, 2026 | $0.26 |
 FRO (GlobalLogistics) | Ex-Dividend | Dec 18, 2026 | $1.55 |
META (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.53 |
VST (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.23 |
META (JavierPrada) | Ex-Dividend | Dec 21, 2026 | $0.53 |
HUBG (GlobalLogistics) | Ex-Dividend | Dec 21, 2026 | $0.13 |
META (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 JKS (JavierPrada) | Ex-Dividend | Dec 22, 2026 | $1.30 |
 DIS (JavierPrada) | Ex-Dividend | Dec 30, 2026 | $0.75 |
 GFC.PA (triangulacapital) | Ex-Dividend | Jan 7, 2027 | $3.28 |
 RKT.L (triangulacapital) | Ex-Dividend | Feb 4, 2027 | $1.70 |
 AZN (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 BCS (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.30 |
 VALE (JeppeKirkBonde) | Ex-Dividend | Feb 13, 2027 | $0.14 |
 NDA.DE (JeppeKirkBonde) | Ex-Dividend | Feb 13, 2027 | $1.91 |
 NWG (triangulacapital) | Ex-Dividend | Feb 14, 2027 | $0.62 |
 NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Feb 14, 2027 | $1.26 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
 PRU.L (triangulacapital) | Ex-Dividend | Feb 18, 2027 | $0.19 |
 ANTO.L (JeppeKirkBonde) | Ex-Dividend | Mar 1, 2027 | $0.48 |
 1299.HK (triangulacapital) | Ex-Dividend | Mar 4, 2027 | $0.18 |
 SRP.L (EuropeDefense) | Ex-Dividend | Mar 8, 2027 | $0.04 |
 MRO.L (EuropeDefense) | Ex-Dividend | Mar 15, 2027 | $0.07 |
 1138.HK (GlobalLogistics) | Ex-Dividend | Mar 17, 2027 | $0.00 |
 DSV.CO (GlobalLogistics) | Ex-Dividend | Mar 20, 2027 | $1.07 |
 ABBN.ZU (JeppeKirkBonde) | Ex-Dividend | Mar 23, 2027 | $1.19 |
 FORTUM.HE (JeppeKirkBonde) | Ex-Dividend | Apr 1, 2027 | $0.87 |
 KOG.OL (EuropeDefense) | Ex-Dividend | Apr 14, 2027 | $0.62 |
PNL.NV | Ex-Dividend | Apr 16, 2027 | $0.05 |
GEBN.ZU | Ex-Dividend | Apr 17, 2027 | $16.50 |
 PRY.MI (EuropeDefense) | Ex-Dividend | Apr 19, 2027 | $1.06 |
 NESN.ZU (JavierPrada) | Ex-Dividend | Apr 20, 2027 | $3.96 |
 AIR.PA (EuropeDefense) | Ex-Dividend | Apr 21, 2027 | $3.78 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2027 | $0.42 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2027 | $1.18 |
ENGI.PA | Ex-Dividend | Apr 30, 2027 | $1.58 |
 LIGHT.NV (ingruc) | Ex-Dividend | Apr 30, 2027 | $1.87 |
RWE.DE | Ex-Dividend | May 4, 2027 | $1.40 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2027 | $4.84 |
 JMT.LSB (triangulacapital) | Ex-Dividend | May 8, 2027 | $0.76 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2027 | $3.00 |
 MTX.DE (EuropeDefense) | Ex-Dividend | May 8, 2027 | $2.14 |
CS.PA | Ex-Dividend | May 11, 2027 | $2.74 |
 RHM.DE (JeppeKirkBonde) | Ex-Dividend | May 13, 2027 | $13.50 |
RHM.DE (EuropeDefense) | Ex-Dividend | May 13, 2027 | $13.50 |
 ATO.PA (EuropeDefense) | Ex-Dividend | May 14, 2027 | $1.09 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
 AM.PA (EuropeDefense) | Ex-Dividend | May 15, 2027 | $5.61 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $1.18 |
 RF.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $3.01 |
UN0.DE | Ex-Dividend | May 21, 2027 | $0.07 |
VNA.DE | Ex-Dividend | May 22, 2027 | $1.45 |
VNA.DE (triangulacapital) | Ex-Dividend | May 22, 2027 | $1.45 |
 PUM.DE (JavierPrada) | Ex-Dividend | May 22, 2027 | $0.67 |
 VK.PA (triangulacapital) | Ex-Dividend | May 26, 2027 | $1.71 |
 TEP.PA (JavierPrada) | Ex-Dividend | May 26, 2027 | $5.23 |
TEP.PA (ingruc) | Ex-Dividend | May 26, 2027 | $5.23 |
 SAF.PA (EuropeDefense) | Ex-Dividend | May 26, 2027 | $3.90 |
 EXENS.PA (EuropeDefense) | Ex-Dividend | May 27, 2027 | $0.35 |
 KGX.DE (triangulacapital) | Ex-Dividend | May 29, 2027 | $0.72 |
 CAP.PA (EuropeDefense) | Ex-Dividend | Jun 2, 2027 | $4.03 |
9988.HK | Ex-Dividend | Jun 10, 2027 | $0.13 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 R3NK.DE (EuropeDefense) | Ex-Dividend | Jun 11, 2027 | $0.67 |
 THEON.NV (EuropeDefense) | Ex-Dividend | Jun 18, 2027 | $0.39 |
 VOW3.DE (JavierPrada) | Ex-Dividend | Jun 19, 2027 | $6.04 |
VOW3.DE (ingruc) | Ex-Dividend | Jun 19, 2027 | $6.04 |
 LDO.MI (EuropeDefense) | Ex-Dividend | Jun 20, 2027 | $0.74 |
 ATE.PA (EuropeDefense) | Ex-Dividend | Jun 22, 2027 | $1.76 |
PAH3.DE | Ex-Dividend | Jun 26, 2027 | $2.17 |
 IDR.MC (EuropeDefense) | Ex-Dividend | Jul 7, 2027 | $0.35 |
OGZDL.L | Ex-Dividend | Jul 14, 2027 | $0.00 |
 ALO.PA | Ex-Dividend | Jul 17, 2027 | $0.27 |
Performance Metrics
Score 3.5/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-2.68
-2.68
-3
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-2.68
-2.68
-3
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.82
High:
DKNG
439.78DKNGLow:EL
-118.65ELDetails
PEG Ratio
45.69
High:GEBN.ZU
6,407.23GEBN.ZULow:
TEAM
-215.74TEAMDetails
Price/Book
21.99
High:
OCGN
85.66OCGNLow:MTCH
-41.66MTCHDetails
Price/Sales
17.71
High:
ROIV
3,537.28ROIVLow:
RVPH
-RVPHDetails
Price/CF
37.58
High:ENGI.PA
216.75ENGI.PALow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
43.61
High:9988.HK
2,771.019988.HKLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
31.82
High:DKNG
439.78DKNGLow:EL
-118.65ELDetails
PEG Ratio
45.69
High:GEBN.ZU
6,407.23GEBN.ZULow:TEAM
-215.74TEAMDetails
Price/Book
21.99
High:OCGN
85.66OCGNLow:MTCH
-41.66MTCHDetails
Price/Sales
17.71
High:ROIV
3,537.28ROIVLow:RVPH
-RVPHDetails
Price/CF
37.58
High:ENGI.PA
216.75ENGI.PALow:ATADL.L
0.14ATADL.LDetails
Price/FCF
43.61
High:9988.HK
2,771.019988.HKLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.2% | Jul 2021 | Mar 2024 | 32 |
-12.72% | Dec 2024 | Jun 2025 | 6 |
-3.9% | Nov 2025 | Jan 2026 | 2 |
-3.74% | Mar 2026 | Apr 2026 | 1 |
-2.64% | Jun 2026 | Aug 2026 | 2 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |
-1.03% | Sep 2026 | - | 1 |