Loading...
-0.06%
This Month
+14.35%
Year To Date
+52.94%
2 Years
+27.24%
5 Years
+27.24%
10 Years
+6.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.76%
- 💰 Finance11.95%
- 🧬 Health Technology10.22%
- 🖥️ Technology Services8.91%
- 📊 ETFs6.1%
- 🚚 Transportation5.71%
- ⛏️ Energy Minerals5.42%
- 💵 Cash5.11%
- 🛠️ Producer Manufacturing3.91%
- 🚗 Consumer Durables3.56%
- 💇♀️ Consumer Services3.26%
- 🪨 Non Energy Minerals3.26%
- ⚡ Utilities2.75%
- 🛍️ Retail Trade2.44%
- 🧪 Process Industries1.4%
- 📦 Distribution Services0.77%
- 🌾 Commodities0.75%
- 🏭 Industrial Services0.59%
- 🍞 Consumer Non Durables0.51%
- 💼 Commercial Services0.37%
- 🪙 Cryptocurrencies0.3%
- 📡 Communications0.06%
- ❓ Other0.05%
- 🏥 Health Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.29%
- 🇺🇸 NYSE34.36%
- 🇩🇪 FRA5.66%
- 🇭🇰 Hong Kong Exchanges3.44%
- 🇫🇷 Euronext Paris3.41%
- 🇬🇧 LSE1.36%
- 🇺🇸 Chicago Board Options Exchange1.05%
- 🇮🇹 Borsa Italiana0.96%
- 🌍 Commodity0.75%
- 🇦🇺 Sydney0.62%
- 🇳🇱 Euronext Amsterdam0.62%
- 🇨🇭 SIX0.53%
- 🇪🇸 Bolsa De Madrid0.38%
- 🇵🇹 Euronext Lisbon0.32%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🌍 Digital Currency0.3%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇫🇮 Helsinki Stock Exchange0.22%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇦🇪 Dubai Financial Market0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.81%
- 🇩🇪 Germany5.66%
- 🇨🇳 China4.33%
- 🇧🇷 Brazil3.23%
- 🇫🇷 France3.05%
- 🇬🇧 United Kingdom2.44%
- 🇧🇲 Bermuda2.28%
- 🇳🇱 Netherlands1.84%
- 🇨🇭 Switzerland1.64%
- 🇩🇰 Denmark1.14%
- 🇱🇺 Luxembourg0.87%
- 🇨🇾 Cyprus0.87%
- 🇨🇱 Chile0.73%
- 🇦🇺 Australia0.62%
- 🇮🇹 Italy0.59%
- 🇨🇦 Canada0.5%
- 🇫🇮 Finland0.44%
- 🇪🇸 Spain0.38%
- 🇲🇨 Monaco0.32%
- 🇵🇹 Portugal0.32%
- 🇳🇴 Norway0.31%
- 🇹🇼 Taiwan0.25%
- 🇸🇪 Sweden0.07%
- 🇬🇷 Greece0.04%
- 🇮🇪 Ireland0.03%
- 🇷🇺 Russia0.02%
- 🇮🇱 Israel0.02%
- 🇰🇷 South Korea0.01%
- 🇭🇰 Hong Kong0.01%
- 🇦🇷 Argentina0.01%
Dividends
Dividend Yield
2.17%
213 out of 306 instruments pay dividend.
55 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TK | 0.29% | 13.09% | - |
 ORC | 0.19% | 20.03% | $1.56 |
 PBR.A | 0.18% | 10.36% | $2.21 |
 VNA.DE | 0.11% | 4.55% | $0.9 |
 ENGI.PA | 0.1% | 8.4% | $1.43 |
 O | 0.09% | 5.38% | $3.09 |
 CVX | 0.08% | 4.4% | $6.28 |
 VALE | 0.06% | 6.99% | $1.33 |
 PAH3.DE | 0.05% | 5.31% | $2.56 |
 BP.L | 0.04% | 5.9% | $0.23 |
 FRO | 0.04% | 4.88% | $2.17 |
 NE | 0.04% | 6.99% | $1.7 |
 FMG.ASX | 0.04% | 5.85% | $2.08 |
 KWEB | 0.04% | 3% | - |
 STLAM.MI | 0.03% | 8.77% | $1.55 |
 SQM | 0.03% | 4.14% | $1.36 |
 VTR | 0.03% | 2.74% | $1.8 |
 RWE.DE | 0.03% | 3.14% | $1 |
 PFE | 0.03% | 6.87% | $1.66 |
 NVO | 0.02% | 2.23% | $0.98 |
 COP | 0.02% | 3.36% | $3.25 |
 DHL.DE | 0.02% | 4.75% | $1.85 |
 UPS | 0.02% | 7.7% | $6.5 |
 TTE.PA | 0.02% | 6.33% | $3.06 |
 GM | 0.02% | 0.93% | $0.42 |
 CS.PA | 0.02% | 5.45% | $1.98 |
 XOP | 0.02% | 2.56% | - |
 EDP.LSB | 0.02% | 5.34% | $0.2 |
 NDA_SE.ST | 0.02% | 7.19% | $10.62 |
 NEXA | 0.02% | 2.09% | $0.19 |
 GGB | 0.01% | 3.12% | $0.22 |
 ISP.MI | 0.01% | 6.44% | $0.3 |
 BLK | 0.01% | 1.89% | $20.2 |
 MTCH | 0.01% | 1.99% | - |
 GDEN | 0.01% | 4.03% | $0.5 |
 0700.HK | 0.01% | 0.74% | $3.4 |
 BNP.PA | 0.01% | 6.26% | $4.6 |
 RPRX | 0.01% | 2.41% | $0.82 |
 ITUB | 0.01% | 5.54% | $0.15 |
 INGA.NV | 0.01% | 5.15% | $1.11 |
 LAND.L | 0.01% | 7.49% | $0.4 |
 9988.HK | 0.01% | 0.78% | $0.98 |
 LMT | 0.01% | 2.85% | $12.45 |
 STNG | 0.01% | 3.02% | $1.4 |
 SW.PA | 0.01% | 5.05% | $3.1 |
 NHY.OL | 0.01% | 3.38% | $2.5 |
 NEXI.MI | 0.01% | 4.77% | - |
 NWG | 0.01% | 4.58% | $0.42 |
 BAER.ZU | 0.01% | 4.56% | $2.6 |
 VIE.PA | 0.01% | 4.93% | $1.25 |
 BBVA.MC | 0.01% | 3.63% | $0.45 |
 DNUT | 0.01% | 3.11% | $0.14 |
 RF.PA | 0.01% | 4.92% | $2.42 |
 NOKIA.HE | 0.01% | 3.62% | $0.13 |
 RCL | 0.01% | 0.7% | - |
 MA | 0.01% | 0.5% | $2.46 |
 ASML | 0.01% | 0.78% | $5.57 |
 AALB.NV | 0.01% | 3.87% | $1.13 |
 GOOG | 0.01% | 0.35% | $0.2 |
 PNL.NV | 0.01% | 6.99% | $0.09 |
 OGZDL.L | 0.01% | 67.74% | - |
 BWA | 0.01% | 1.14% | $0.44 |
 TEP.PA | 0.01% | 6.37% | $3.85 |
 ALB | 0.01% | 1.99% | $1.6 |
 EMAAR.AE | 0% | 14.36% | - |
 01211.HK | 0% | 1.37% | $3.41 |
 V | 0% | 0.69% | $2.01 |
 BCS | 0% | 2.2% | $0.39 |
 STMPA.PA | 0% | 1.36% | $0.28 |
 TAN | 0% | 0.48% | - |
 EL | 0% | 1.57% | $2.64 |
 IBE.MC | 0% | 3.3% | $0.45 |
 GEBN.ZU | 0% | 2.14% | $12.7 |
 CQQQ | 0% | 0.25% | - |
 VBK.DE | 0% | 1.96% | $0.2 |
 TMO | 0% | 0.34% | $1.48 |
 INSW | 0% | 6.99% | $5.74 |
 VOW3.DE | 0% | 6.37% | $9.06 |
 NVDA | 0% | 0.02% | $0.02 |
 IFX.DE | 0% | 1.11% | $0.35 |
 MAERSKB.CO | 0% | 8.31% | $515 |
 IMB.L | 0% | 6.03% | $1.49 |
 PST.MI | 0% | 5.5% | $0.8 |
 HST | 0% | 4.59% | $0.78 |
 TSM | 0% | 1.01% | $1.74 |
 DHT | 0% | 6.26% | $1.05 |
 UBSG.ZU | 0% | 2.29% | $0.64 |
 SHEL.L | 0% | 4.09% | $0.8 |
 PUK | 0% | 1.78% | $0.41 |
 SBLK | 0% | 4.09% | $1.82 |
 D | 0% | 4.59% | $2.67 |
 ALO.PA | 0% | 1.56% | $0.24 |
 TGT | 0% | 4.83% | $4.42 |
 HBR.L | 0% | 8.83% | $0.2 |
 PHNX.L | 0% | 8.08% | $0.53 |
 FORTUM.HE | 0% | 9.49% | $1.15 |
 B | 0% | 1.62% | $0.4 |
 VOD | 0% | 3.99% | $0.94 |
 CAP.PA | 0% | 2.73% | $3.4 |
 ZTO | 0% | 3.44% | - |
 MSFT | 0% | 0.67% | $3 |
 NKE | 0% | 2.16% | $1.45 |
 EQT | 0% | 1.22% | $0.62 |
 EMAARDEV.AE | 0% | 10.6% | - |
 ABBN.ZU | 0% | 1.64% | $0.87 |
 JKS | 0% | 5.02% | $1.48 |
 GS | 0% | 1.76% | $11 |
 BABA | 0% | 0.76% | $0.98 |
 UNP | 0% | 2.45% | $5.2 |
 FCX | 0% | 1.29% | $0.6 |
 FDX | 0% | 2.49% | $5.16 |
 LIGHT.NV | 0% | 6.9% | $1.55 |
 NSC | 0% | 1.94% | $5.4 |
 RHM.DE | 0% | 0.47% | $5.7 |
 AVGO | 0% | 0.7% | $19.7 |
 CHRW | 0% | 1.97% | $2.44 |
 CA.PA | 0% | 7.49% | $0.87 |
 CNI | 0% | 2.66% | $2.42 |
 BOL.ST | 0% | 2.53% | $7.5 |
 CDI.PA | 0% | 2.75% | $13 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 MC.PA | 0% | 2.63% | $13 |
 CSX | 0% | 1.57% | $0.46 |
 MBG.DE | 0% | 8.11% | $5.3 |
 NDA.DE | 0% | 1.53% | $1.4 |
 ABDN.L | 0% | 7.81% | $0.15 |
 TEF.MC | 0% | 5.35% | $0.24 |
 JPM | 0% | 1.8% | $4.4 |
 STLA.US | 0% | 8.79% | $1.71 |
 SIG | 0% | 1.33% | $1.04 |
 VPK.NV | 0% | 3.89% | $1.5 |
 BA.L | 0% | 1.92% | $0.3 |
 VOD.L | 0% | 4.31% | $0.08 |
 FGR.PA | 0% | 4.36% | $4.1 |
 PEP | 0% | 3.79% | $5.15 |
 LDO.MI | 0% | 1.1% | $0.28 |
 EMG.L | 0% | 8.12% | $0.13 |
 R | 0% | 1.78% | $2.84 |
 ACN | 0% | 2.32% | $4.99 |
 KNX | 0% | 1.62% | $0.6 |
 META | 0% | 0.27% | $1 |
 AIR.PA | 0% | 1.09% | $1.8 |
 AGRO | 0% | 4.22% | $0.33 |
 GOOGL | 0% | 0.35% | $0.2 |
 MU | 0% | 0.35% | $0.46 |
 HO.PA | 0% | 1.67% | $3.4 |
 ORK.OL | 0% | 3.53% | $3 |
 JBHT | 0% | 1.22% | $1.7 |
 HSY | 0% | 2.95% | $5.12 |
 SPY5.L | 0% | 1.05% | - |
 JST.DE | 0% | 3.13% | $1.5 |
 ATE.PA | 0% | 2.36% | $1.5 |
 PUM.DE | 0% | 3.07% | $0.82 |
 RR.L | 0% | 0.98% | - |
 OXY | 0% | 2.05% | $0.8 |
 WERN | 0% | 1.96% | $0.56 |
 SRP.L | 0% | 1.93% | $0.03 |
 WY | 0% | 3.17% | $0.78 |
 EXPD | 0% | 1.24% | $1.42 |
 SAF.PA | 0% | 1.04% | $2.2 |
 TFII | 0% | 1.86% | $1.48 |
 NESN.ZU | 0% | 4.04% | $3 |
 MRO.L | 0% | 1.04% | $0.05 |
 LDOS | 0% | 0.89% | $1.5 |
 0992.HK | 0% | 3.56% | $0.38 |
 INDA | 0% | 0.72% | - |
 ASML.NV | 0% | 0.98% | $6.1 |
 HAS | 0% | 3.51% | $2.8 |
 BN.US | 0% | 0.54% | $0.3 |
 SNDR | 0% | 1.55% | $0.37 |
 SBUX | 0% | 2.86% | $2.24 |
 AM.PA | 0% | 1.76% | $3.37 |
 XBI | 0% | 0.04% | - |
 CP | 0% | 0.8% | $0.56 |
 SZG.DE | 0% | 0.85% | $0.45 |
 YMM | 0% | 0.62% | $0.13 |
 BTG.US | 0% | 2.46% | $0.16 |
 NOC | 0% | 1.5% | $7.67 |
 SNR.L | 0% | 1.29% | $0.02 |
 THEON.NV | 0% | 1.47% | - |
 LSTR | 0% | 1.15% | $1.32 |
 CI | 0% | 1.94% | $5.26 |
 DIS | 0% | 0.85% | $0.75 |
 GE | 0% | 0.46% | $0.44 |
 HUM | 0% | 1.15% | $3.54 |
 PRY.MI | 0% | 1.05% | $0.7 |
 CVS | 0% | 3.61% | $2.54 |
 AKZA.NV | 0% | 3.29% | $1.98 |
 R3NK.DE | 0% | 0.63% | - |
 AAPL | 0% | 0.43% | $0.97 |
 ODFL | 0% | 0.73% | $0.92 |
 NA9.DE | 0% | 2.01% | - |
 IDR.MC | 0% | 0.62% | $0.2 |
 MTX.DE | 0% | 0.61% | $2 |
 SMSN.L | 0% | 1.69% | $23.68 |
 BAB.L | 0% | 0.6% | $0.02 |
 FII.PA | 0% | 0.98% | - |
 PRX.NV | 0% | 0.38% | $0.07 |
 CRM | 0% | 0.65% | $0.4 |
 HAG.DE | 0% | 0.56% | $0.4 |
 DSV.CO | 0% | 0.52% | $7 |
 ARCB | 0% | 0.63% | $0.48 |
 KOG.OL | 0% | 0.83% | - |
 BMW.DE | 0% | 4.87% | $6 |
 NVTKL.L | 0% | 109.46% | - |
 SAABB.ST | 0% | 0.39% | $1.6 |
 SES.MI | 0% | 1.35% | $1 |
 MCD | 0% | 2.25% | $6.53 |
 CEG | 0% | 0.5% | - |
 KER.PA | 0% | 2.54% | $14 |
 INTC | 0% | 0.51% | $0.5 |
 EXENS.PA | 0% | 0.27% | - |
 DE | 0% | 1.37% | $5.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
FDX | Ex-Dividend | Sep 8, 2025 | $1.45 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
CNI | Ex-Dividend | Sep 8, 2025 | $0.65 |
LSTR | Pay Day | Sep 9, 2025 | $0.40 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
RPRX | Pay Day | Sep 10, 2025 | $0.22 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
INSW | Ex-Dividend | Sep 10, 2025 | $0.65 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
WY | Pay Day | Sep 12, 2025 | $0.21 |
FRO | Ex-Dividend | Sep 12, 2025 | $0.36 |
SNDR | Ex-Dividend | Sep 12, 2025 | $0.10 |
NWG | Pay Day | Sep 12, 2025 | $0.26 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
CSX | Pay Day | Sep 15, 2025 | $0.13 |
BWA | Pay Day | Sep 15, 2025 | $0.17 |
LDOS | Ex-Dividend | Sep 15, 2025 | $0.40 |
MRO.L | Pay Day | Sep 15, 2025 | $0.03 |
B | Pay Day | Sep 15, 2025 | $0.15 |
HSY | Pay Day | Sep 15, 2025 | $1.37 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
BCS | Pay Day | Sep 16, 2025 | $0.16 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
CRM | Ex-Dividend | Sep 17, 2025 | $0.42 |
ODFL | Pay Day | Sep 17, 2025 | $0.28 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
R | Pay Day | Sep 19, 2025 | $0.91 |
EMG.L | Pay Day | Sep 19, 2025 | $0.06 |
D | Pay Day | Sep 20, 2025 | $0.67 |
KNX | Pay Day | Sep 22, 2025 | $0.18 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
SES.MI | Ex-Dividend | Sep 22, 2025 | $1.17 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
STMPA.PA | Ex-Dividend | Sep 22, 2025 | $0.09 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
ABDN.L | Pay Day | Sep 23, 2025 | $0.10 |
HBR.L | Pay Day | Sep 24, 2025 | $0.18 |
SES.MI | Pay Day | Sep 24, 2025 | $1.17 |
STMPA.PA | Pay Day | Sep 24, 2025 | $0.09 |
FRO | Pay Day | Sep 24, 2025 | $0.36 |
INSW | Pay Day | Sep 24, 2025 | $0.65 |
GDEN | Ex-Dividend | Sep 25, 2025 | $0.25 |
NE | Pay Day | Sep 25, 2025 | $0.50 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
HUM | Ex-Dividend | Sep 26, 2025 | $0.88 |
CP | Ex-Dividend | Sep 26, 2025 | $0.17 |
FMG.ASX | Pay Day | Sep 26, 2025 | $0.39 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
CNI | Pay Day | Sep 29, 2025 | $0.65 |
ORC | Pay Day | Sep 29, 2025 | $0.12 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
UNP | Pay Day | Sep 30, 2025 | $1.38 |
DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
BAB.L | Pay Day | Sep 30, 2025 | $0.06 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
ZTO | Ex-Dividend | Sep 30, 2025 | $0.30 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
FDX | Pay Day | Oct 1, 2025 | $1.45 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
CHRW | Pay Day | Oct 2, 2025 | $0.62 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
MTCH | Ex-Dividend | Oct 3, 2025 | $0.19 |
SRP.L | Pay Day | Oct 3, 2025 | $0.02 |
GDEN | Pay Day | Oct 3, 2025 | $0.25 |
WERN | Ex-Dividend | Oct 6, 2025 | $0.14 |
CRM | Pay Day | Oct 9, 2025 | $0.42 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
SNDR | Pay Day | Oct 9, 2025 | $0.10 |
YMM | Ex-Dividend | Oct 10, 2025 | $0.10 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
SNR.L | Ex-Dividend | Oct 16, 2025 | $0.01 |
PUK | Pay Day | Oct 16, 2025 | $0.15 |
MTCH | Pay Day | Oct 17, 2025 | $0.19 |
WERN | Pay Day | Oct 22, 2025 | $0.14 |
SIG | Ex-Dividend | Oct 24, 2025 | $0.32 |
CP | Pay Day | Oct 27, 2025 | $0.17 |
YMM | Pay Day | Oct 27, 2025 | $0.10 |
HUM | Pay Day | Oct 31, 2025 | $0.88 |
ZTO | Pay Day | Oct 31, 2025 | $0.30 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
SNR.L | Pay Day | Nov 14, 2025 | $0.01 |
SIG | Pay Day | Nov 21, 2025 | $0.32 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
CDI.PA | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA | Pay Day | Dec 4, 2025 | $7.07 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.61
High:
TWLO
892.2TWLOLow:
ZS
-1,022.37ZSDetails
PEG Ratio
78.69
High:
AAPL
24,772.26AAPLLow:ZS
-3,294.11ZSDetails
Price/Book
15.25
High:
RBLX
250.58RBLXLow:
MCD
-81.28MCDDetails
Price/Sales
11.23
High:
ROIV
378.31ROIVLow:
NKLAQ
0.01NKLAQDetails
Price/CF
33.54
High:
MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
52.58
High:
PEP
5,253.35PEPLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
39.61
High:TWLO
892.2TWLOLow:ZS
-1,022.37ZSDetails
PEG Ratio
78.69
High:AAPL
24,772.26AAPLLow:ZS
-3,294.11ZSDetails
Price/Book
15.25
High:RBLX
250.58RBLXLow:MCD
-81.28MCDDetails
Price/Sales
11.23
High:ROIV
378.31ROIVLow:NKLAQ
0.01NKLAQDetails
Price/CF
33.54
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
52.58
High:PEP
5,253.35PEPLow: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 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |
-0.06% | Sep 2025 | - | 1 |