Loading...
+5.66%
This Month
+16.07%
Year To Date
+49.63%
2 Years
+49.63%
5 Years
+49.63%
10 Years
+49.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology32.68%
- 🪨 Non Energy Minerals13.55%
- 💰 Finance10.54%
- 🖥️ Technology Services10.23%
- ⚡ Utilities9.68%
- 🛠️ Producer Manufacturing5.27%
- 🚗 Consumer Durables3.26%
- 🧩 Miscellaneous2.37%
- 🛍️ Retail Trade2.12%
- 💵 Cash2%
- 🧬 Health Technology1.71%
- ⛏️ Energy Minerals1.41%
- 🍞 Consumer Non Durables1.3%
- 💼 Commercial Services1.27%
- 🏭 Industrial Services0.99%
- 🚚 Transportation0.73%
- 📡 Communications0.53%
- 📦 Distribution Services0.39%
- 🧪 Process Industries0.1%
- ❓ Other0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.26%
- 🇺🇸 NYSE24.7%
- 🇩🇪 FRA12.96%
- 🇬🇧 LSE7.05%
- 🇫🇷 Euronext Paris4.88%
- 🇪🇸 Bolsa De Madrid4.56%
- 🇳🇱 Euronext Amsterdam3.63%
- 🇮🇹 Borsa Italiana3.25%
- 🇭🇰 Hong Kong Exchanges1.73%
- 🇳🇴 Oslo Stock Exchange1.47%
- 🇨🇭 SIX1.16%
- 🇸🇪 Stockholm Stock Exchange1.07%
- 🇫🇮 Helsinki Stock Exchange0.86%
- 🇩🇰 Copenhagen Stock Exchange0.73%
- 🇦🇺 Sydney0.46%
- 🇧🇪 Euronext Brussels0.33%
- Regular Trading Hours - RTH0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.14%
- 🇩🇪 Germany13.43%
- 🇨🇦 Canada7.9%
- 🇬🇧 United Kingdom7.56%
- 🇳🇱 Netherlands5.55%
- 🇪🇸 Spain4.56%
- 🇮🇹 Italy3.47%
- 🇫🇷 France2.87%
- 🇨🇭 Switzerland2.69%
- 🇨🇳 China2.41%
- 🇸🇪 Sweden2.12%
- 🇰🇷 South Korea1.55%
- 🇳🇴 Norway1.47%
- 🇫🇮 Finland0.86%
- 🇩🇰 Denmark0.73%
- 🇦🇺 Australia0.46%
- 🇹🇼 Taiwan0.34%
- 🇧🇷 Brazil0.33%
- 🇧🇪 Belgium0.33%
- 🇦🇹 Austria0.14%
- 🇰🇿 Kazakhstan0.1%
- 🇮🇱 Israel0.05%
- 🇦🇪 United Arab Emirates0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.41%
173 out of 215 instruments pay dividend.
55 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UCG.MI | 0.08% | 3.9% | $1.8 |
 VOW3.DE | 0.06% | 5.75% | $9.06 |
 SAN.MC | 0.04% | 1.81% | $0.14 |
 EOAN.DE | 0.04% | 3.08% | $0.53 |
 TXN | 0.04% | 1.82% | $5.14 |
 AU | 0.03% | 5.08% | $0.22 |
 NOVO-B.CO | 0.03% | 4.05% | $9.4 |
 ENGI.PA | 0.03% | 4.93% | $1.43 |
 BBVA.MC | 0.02% | 2.96% | $0.45 |
 ALV.DE | 0.02% | 4.39% | $13.8 |
 DB | 0.02% | 3.55% | $0.49 |
 NHY.OL | 0.02% | 2.71% | $2.5 |
 AIR.PA | 0.02% | 1.83% | $1.8 |
 B | 0.02% | 2.23% | $0.4 |
 C | 0.02% | 1.92% | $2.12 |
 PHP.L | 0.02% | 7.7% | $0.06 |
 DTE.DE | 0.02% | 3.41% | $0.77 |
 ENI.MI | 0.02% | 4.82% | $0.94 |
 SAP.DE | 0.02% | 1.63% | $2.2 |
 BNOR.OL | 0.02% | 23.75% | - |
 BNP.PA | 0.02% | 5.56% | $4.6 |
 ISP.MI | 0.02% | 6.55% | $0.3 |
 LMT | 0.02% | 2.56% | $12.45 |
 TTE.PA | 0.01% | 4.38% | $3.06 |
 SIE.DE | 0.01% | 1.95% | $4.7 |
 BP.L | 0.01% | 4.52% | $0.23 |
 PM | 0.01% | 3.05% | $5.2 |
 ENEL.MI | 0.01% | 4.99% | $0.43 |
 D | 0.01% | 3.95% | $2.67 |
 CS.PA | 0.01% | 5.73% | $1.98 |
 RHM.DE | 0.01% | 0.93% | $5.7 |
 2899.HK | 0.01% | 2% | $0.27 |
 NST.ASX | 0.01% | 2.77% | $0.31 |
 ERIC-B.ST | 0.01% | 2.39% | $2.7 |
 MSFT | 0.01% | 0.85% | $3 |
 SAN.PA | 0.01% | 5.34% | $3.76 |
 EIX | 0.01% | 4.79% | $3.04 |
 LAND.L | 0.01% | 6.62% | $0.4 |
 MBG.DE | 0.01% | 6.86% | $5.3 |
 NXPI | 0.01% | 1.28% | $4.06 |
 RTX | 0.01% | 1.56% | $2.44 |
 INGA.NV | 0.01% | 3.9% | $1.11 |
 BTG.US | 0.01% | 1.72% | $0.16 |
 DG.PA | 0.01% | 3.98% | $4.5 |
 BMW.DE | 0.01% | 5.8% | $6 |
 WKL.NV | 0.01% | 4.09% | $2.08 |
 DUK | 0.01% | 3.39% | $4.1 |
 FE | 0.01% | 3.89% | $1.64 |
 NEM | 0.01% | 0.95% | $1.3 |
 NOKIA.HE | 0.01% | 1.08% | $0.13 |
 PNW | 0.01% | 3.52% | $3.51 |
 SRG.MI | 0.01% | 4.72% | $0.28 |
 GSK.L | 0.01% | 3.5% | $0.59 |
 EXC | 0.01% | 3.55% | $1.48 |
 CAP.PA | 0.01% | 3.24% | $3.4 |
 ES | 0.01% | 4.4% | $2.78 |
 REL.L | 0.01% | 2.77% | $0.59 |
 SO | 0.01% | 3.15% | $2.82 |
 WEC | 0.01% | 3.25% | $3.23 |
 GLEN.L | 0.01% | 2.21% | $0.1 |
 XEL | 0.01% | 2.87% | $2.13 |
 EVRG | 0.01% | 3.28% | $2.54 |
 ED | 0.01% | 3.2% | $3.28 |
 NJR | 0.01% | 3.32% | $1.68 |
 SHEL.L | 0.01% | 2.61% | $0.8 |
 POR | 0.01% | 4.27% | $1.93 |
 PAAS | 0.01% | 1.14% | $0.4 |
 AEP | 0.01% | 2.87% | $3.47 |
 DBK.DE | 0.01% | 3.44% | $0.45 |
 RED.MC | 0.01% | 4.31% | $0.81 |
 SMSN.L | 0.01% | 0.45% | $23.68 |
 AAPL | 0.01% | 0.34% | $0.97 |
 DTE | 0.01% | 3.16% | $4.01 |
 PPL | 0.01% | 3.07% | $1 |
 MO | 0.01% | 5.74% | $3.92 |
 CMS | 0.01% | 2.99% | $2.01 |
 AEM | 0.01% | 0.96% | $1.6 |
 ASML.NV | 0.01% | 0.53% | $6.1 |
 TEMN.ZU | 0.01% | 2.1% | $1.2 |
 WTRG | 0.01% | 3.66% | $1.23 |
 G24.DE | 0.01% | 2.09% | $1.2 |
 IDR.MC | 0.01% | 0.45% | $0.2 |
 ADS.DE | 0.01% | 1.78% | $0.7 |
 NEE | 0.01% | 2.69% | $1.97 |
 CVS | 0.01% | 2.85% | $2.54 |
 IFX.DE | 0.01% | 0.47% | $0.35 |
 GOOGL | 0.01% | 0.22% | $0.2 |
 GLE.PA | 0.01% | 2.24% | $0.9 |
 LNT | 0.01% | 2.82% | $1.87 |
 LOGN.ZU | 0.01% | 1.44% | $1.06 |
 RGLD | 0.01% | 0.85% | $1.58 |
 HTO | 0.01% | 2.96% | $1.56 |
 CB | 0.01% | 2.13% | $3.49 |
 NI | 0.01% | 2.47% | $1.05 |
 SU.PA | 0.01% | 1.52% | $3.5 |
 AWK | 0.01% | 2.7% | $2.89 |
 AEE | 0.01% | 2.62% | $2.6 |
 SRE | 0.01% | 2.81% | $2.43 |
 PEG | 0.01% | 3.27% | $2.34 |
 STMPA.PA | 0.01% | 0.54% | $0.28 |
 AVGO | 0.01% | 0.6% | $19.7 |
 CNP | 0% | 2.1% | $0.79 |
 BESI.NV | 0% | 0.57% | $2.15 |
 ETR | 0% | 2.24% | $4.46 |
 BARC.L | 0% | 1.93% | $0.08 |
 MRK.DE | 0% | 1.71% | $2.2 |
 AZN.L | 0% | 1.7% | $2.28 |
 KAP.L | 0% | 3.97% | - |
 RR.L | 0% | 0.76% | - |
 WM | 0% | 1.62% | $2.9 |
 KGC | 0% | 0.51% | $0.12 |
 ATO | 0% | 2.18% | $3.16 |
 FNV | 0% | 0.69% | $1.41 |
 WPM | 0% | 0.57% | $0.61 |
 CFR.ZU | 0% | 1.48% | $2.75 |
 AIXA.DE | 0% | 0.28% | $0.4 |
 DELL | 0% | 0.75% | $1.63 |
 EVO.ST | 0% | 4.35% | $31.03 |
 NOC | 0% | 1.69% | $7.67 |
 UBSG.ZU | 0% | 1.15% | $0.64 |
 PEP | 0% | 3.82% | $5.15 |
 RACE | 0% | 1.2% | $2.64 |
 COST | 0% | 0.52% | $19.22 |
 RSG | 0% | 1.2% | $2.14 |
 NEM.DE | 0% | 1.06% | $0.48 |
 J | 0% | 1.19% | $1.1 |
 TSM | 0% | 0.74% | $1.74 |
 ASM.NV | 0% | 0.36% | $2.75 |
 NVDA | 0% | 0.13% | $0.02 |
 ENR.DE | 0% | 0.39% | - |
 AGI | 0% | 0.3% | $0.1 |
 ABI.BR | 0% | 0.63% | $0.57 |
 PCG | 0% | 1.06% | $0.03 |
 WCN | 0% | 0.87% | $1.12 |
 MTX.DE | 0% | 1.14% | $2 |
 PYPL | 0% | 0.95% | - |
 1818.HK | 0% | 0.52% | - |
 HPE | 0% | 1.45% | $0.51 |
 VLO | 0% | 1.89% | $4.18 |
 META | 0% | 0.34% | $1 |
 VST | 0% | 0.58% | $0.85 |
 BABA | 0% | 0.79% | $0.98 |
 EQX | 0% | 0.24% | - |
 LIN | 0% | 1.2% | $5.33 |
 AG | 0% | 0.18% | $0.02 |
 DE | 0% | 1.22% | $5.76 |
 GD | 0% | 1.78% | $5.48 |
 SAF.PA | 0% | 1.11% | $2.2 |
 3750.HK | 0% | 0.16% | - |
 AM.PA | 0% | 1.61% | $3.37 |
 CEG | 0% | 0.55% | - |
 BA.L | 0% | 1.82% | $0.3 |
 PRY.MI | 0% | 0.59% | $0.7 |
 VH2.DE | 0% | 1.02% | $0.12 |
 AMAT | 0% | 0.44% | $1.44 |
 CDE | 0% | 0.11% | - |
 KOG.OL | 0% | 1.83% | - |
 KTN.DE | 0% | 2.59% | $0.5 |
 LDO.MI | 0% | 1.21% | $0.28 |
 SOP.PA | 0% | 3.71% | $4.65 |
 HL | 0% | 0.09% | $0.03 |
 BOL.ST | 0% | 1.99% | $7.5 |
 MBB.DE | 0% | 0.65% | $1.01 |
 MU | 0% | 0.07% | $0.46 |
 BAH | 0% | 2.9% | $1.96 |
 OGZDL.L | 0% | 67.74% | - |
 01211.HK | 0% | 0.45% | $3.41 |
 KSB.DE | 0% | 2.96% | - |
 BZU.MI | 0% | 1.55% | $0.6 |
 UMI.BR | 0% | 1.35% | $0.56 |
 BAB.L | 0% | 0.65% | $0.02 |
 SAABB.ST | 0% | 0.41% | $1.6 |
 ROSNL.L | 0% | 21.42% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
SAF.PA | Ex-Dividend | May 26, 2026 | $3.90 |
ATO | Ex-Dividend | May 26, 2026 | $1.00 |
NEM | Ex-Dividend | May 27, 2026 | $0.26 |
NEM.DE | Pay Day | May 27, 2026 | $0.79 |
WPM | Ex-Dividend | May 27, 2026 | $0.20 |
SAF.PA | Pay Day | May 28, 2026 | $3.90 |
BNOR.OL | Pay Day | May 28, 2026 | $3.89 |
D | Ex-Dividend | May 29, 2026 | $0.67 |
CMS | Pay Day | May 29, 2026 | $0.57 |
B | Ex-Dividend | May 29, 2026 | $0.17 |
AG | Pay Day | May 29, 2026 | $0.02 |
AU | Ex-Dividend | May 29, 2026 | $1.16 |
LMT | Ex-Dividend | Jun 1, 2026 | $3.45 |
GLE.PA | Ex-Dividend | Jun 1, 2026 | $1.19 |
NOC | Ex-Dividend | Jun 1, 2026 | $2.47 |
FE | Pay Day | Jun 1, 2026 | $0.47 |
ETR | Pay Day | Jun 1, 2026 | $0.64 |
WEC | Pay Day | Jun 1, 2026 | $0.95 |
PAAS | Pay Day | Jun 1, 2026 | $0.18 |
AEM | Ex-Dividend | Jun 1, 2026 | $0.45 |
WTRG | Pay Day | Jun 1, 2026 | $0.34 |
PNW | Pay Day | Jun 1, 2026 | $0.91 |
HTO | Pay Day | Jun 1, 2026 | $0.44 |
CAP.PA | Ex-Dividend | Jun 2, 2026 | $4.03 |
VH2.DE | Ex-Dividend | Jun 2, 2026 | $0.46 |
AWK | Pay Day | Jun 2, 2026 | $0.90 |
SOP.PA | Ex-Dividend | Jun 2, 2026 | $6.26 |
GLE.PA | Pay Day | Jun 3, 2026 | $1.19 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
1818.HK | Ex-Dividend | Jun 3, 2026 | $0.01 |
NVDA | Ex-Dividend | Jun 4, 2026 | $0.25 |
CAP.PA | Pay Day | Jun 4, 2026 | $4.03 |
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
EXC | Ex-Dividend | Jun 4, 2026 | $0.42 |
BA.L | Pay Day | Jun 4, 2026 | $0.31 |
VH2.DE | Pay Day | Jun 4, 2026 | $0.46 |
LIN | Ex-Dividend | Jun 4, 2026 | $1.60 |
SOP.PA | Pay Day | Jun 4, 2026 | $6.26 |
KGC | Pay Day | Jun 4, 2026 | $0.04 |
PEP | Ex-Dividend | Jun 5, 2026 | $1.48 |
NEE | Ex-Dividend | Jun 5, 2026 | $0.62 |
WM | Ex-Dividend | Jun 5, 2026 | $0.94 |
EQX | Pay Day | Jun 5, 2026 | $0.01 |
CEG | Pay Day | Jun 5, 2026 | $0.43 |
SO | Pay Day | Jun 8, 2026 | $0.76 |
ATO | Pay Day | Jun 8, 2026 | $1.00 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
PEG | Ex-Dividend | Jun 9, 2026 | $0.67 |
AEE | Ex-Dividend | Jun 9, 2026 | $0.75 |
WPM | Pay Day | Jun 9, 2026 | $0.20 |
AEP | Pay Day | Jun 10, 2026 | $0.95 |
PPL | Ex-Dividend | Jun 10, 2026 | $0.28 |
NJR | Ex-Dividend | Jun 10, 2026 | $0.47 |
CDE | Pay Day | Jun 10, 2026 | $0.02 |
BTG.US | Ex-Dividend | Jun 10, 2026 | $0.02 |
HL | Pay Day | Jun 10, 2026 | $0.00 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
CNP | Pay Day | Jun 11, 2026 | $0.23 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
FNV | Ex-Dividend | Jun 11, 2026 | $0.44 |
CB | Ex-Dividend | Jun 12, 2026 | $1.02 |
AU | Pay Day | Jun 12, 2026 | $1.16 |
EXC | Pay Day | Jun 15, 2026 | $0.42 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
ED | Pay Day | Jun 15, 2026 | $0.89 |
XEL | Ex-Dividend | Jun 15, 2026 | $0.59 |
B | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
AEM | Pay Day | Jun 15, 2026 | $0.45 |
DUK | Pay Day | Jun 16, 2026 | $1.06 |
NOC | Pay Day | Jun 17, 2026 | $2.47 |
WKL.NV | Pay Day | Jun 17, 2026 | $1.88 |
WM | Pay Day | Jun 18, 2026 | $0.94 |
LAND.L | Ex-Dividend | Jun 18, 2026 | $0.30 |
REL.L | Pay Day | Jun 18, 2026 | $0.65 |
G24.DE | Ex-Dividend | Jun 18, 2026 | $1.73 |
LIN | Pay Day | Jun 18, 2026 | $1.60 |
EVRG | Pay Day | Jun 18, 2026 | $0.69 |
J | Pay Day | Jun 19, 2026 | $0.36 |
D | Pay Day | Jun 20, 2026 | $0.67 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.74 |
SRG.MI | Ex-Dividend | Jun 22, 2026 | $0.21 |
NEM | Pay Day | Jun 22, 2026 | $0.26 |
G24.DE | Pay Day | Jun 22, 2026 | $1.73 |
DTE | Ex-Dividend | Jun 22, 2026 | $1.17 |
VST | Ex-Dividend | Jun 22, 2026 | $0.23 |
STMPA.PA | Ex-Dividend | Jun 22, 2026 | $0.09 |
VLO | Pay Day | Jun 23, 2026 | $1.20 |
BTG.US | Pay Day | Jun 23, 2026 | $0.02 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.74 |
SRG.MI | Pay Day | Jun 24, 2026 | $0.21 |
STMPA.PA | Pay Day | Jun 24, 2026 | $0.09 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
SRE | Ex-Dividend | Jun 25, 2026 | $0.66 |
FNV | Pay Day | Jun 25, 2026 | $0.44 |
POR | Ex-Dividend | Jun 25, 2026 | $0.55 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
RED.MC | Ex-Dividend | Jun 29, 2026 | $0.70 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
PCG | Ex-Dividend | Jun 30, 2026 | $0.05 |
PEG | Pay Day | Jun 30, 2026 | $0.67 |
ES | Pay Day | Jun 30, 2026 | $0.79 |
AEE | Pay Day | Jun 30, 2026 | $0.75 |
VST | Pay Day | Jun 30, 2026 | $0.23 |
1818.HK | Pay Day | Jun 30, 2026 | $0.01 |
RED.MC | Pay Day | Jul 1, 2026 | $0.70 |
PPL | Pay Day | Jul 1, 2026 | $0.28 |
NJR | Pay Day | Jul 1, 2026 | $0.47 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
CB | Pay Day | Jul 2, 2026 | $1.02 |
RSG | Ex-Dividend | Jul 2, 2026 | $0.63 |
RGLD | Ex-Dividend | Jul 2, 2026 | $0.47 |
IDR.MC | Ex-Dividend | Jul 7, 2026 | $0.35 |
IDR.MC | Pay Day | Jul 9, 2026 | $0.35 |
GSK.L | Pay Day | Jul 9, 2026 | $0.23 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
PCG | Pay Day | Jul 15, 2026 | $0.05 |
SRE | Pay Day | Jul 15, 2026 | $0.66 |
RSG | Pay Day | Jul 15, 2026 | $0.63 |
DTE | Pay Day | Jul 15, 2026 | $1.17 |
POR | Pay Day | Jul 15, 2026 | $0.55 |
RGLD | Pay Day | Jul 16, 2026 | $0.47 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
XEL | Pay Day | Jul 20, 2026 | $0.59 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
LAND.L | Pay Day | Jul 24, 2026 | $0.30 |
NI | Ex-Dividend | Jul 31, 2026 | $0.30 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
NI | Pay Day | Aug 20, 2026 | $0.30 |
GLEN.L | Ex-Dividend | Aug 26, 2026 | $0.09 |
CFR.ZU | Ex-Dividend | Sep 16, 2026 | $4.20 |
GLEN.L | Pay Day | Sep 18, 2026 | $0.09 |
CFR.ZU | Pay Day | Sep 21, 2026 | $4.20 |
ERIC-B.ST | Ex-Dividend | Sep 28, 2026 | $0.17 |
ERIC-B.ST | Pay Day | Oct 2, 2026 | $0.17 |
Performance Metrics
Score 9.1/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
1.72
1.72
0
0.5
1
2
2
Sortino Ratio
3.05
3.05
0
1
2
4
4
Jensen's Alpha
29.04
29.04
-2
0
2
30
30
Omega Ratio
3.53
3.53
0
1
1.5
4
4
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
1.52
1.52
0
0.3
0.6
2
2
Calmar Ratio
3.75
3.75
0
0.3
0.6
4
4
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
1.72
1.72
0
0.5
1
2
2
Sortino Ratio
3.05
3.05
0
1
2
4
4
Jensen's Alpha
29.04
29.04
-2
0
2
30
30
Omega Ratio
3.53
3.53
0
1
1.5
4
4
Treynor Ratio
4.4
4.4
0
0.75
1.25
5
5
Information Ratio
1.52
1.52
0
0.3
0.6
2
2
Calmar Ratio
3.75
3.75
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
33.25
High:STMPA.PA
443.57STMPA.PALow:
BIDU
-5,508.19BIDUDetails
PEG Ratio
346.89
High:NOKIA.HE
13,160.91NOKIA.HELow:
RKLB
-2,056.59RKLBDetails
Price/Book
8.8
High:BESI.NV
47.47BESI.NVLow:DELL
-77.92DELLDetails
Price/Sales
7.29
High:RKLB
120.95RKLBLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
19.51
High:
COHR
333.3COHRLow:GLE.PA
0.69GLE.PADetails
Price/FCF
40.43
High:LAND.L
4,856.46LAND.LLow:BBVA.MC
0.91BBVA.MCDetails
P/E Ratio
33.25
High:STMPA.PA
443.57STMPA.PALow:BIDU
-5,508.19BIDUDetails
PEG Ratio
346.89
High:NOKIA.HE
13,160.91NOKIA.HELow:RKLB
-2,056.59RKLBDetails
Price/Book
8.8
High:BESI.NV
47.47BESI.NVLow:DELL
-77.92DELLDetails
Price/Sales
7.29
High:RKLB
120.95RKLBLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
19.51
High:COHR
333.3COHRLow:GLE.PA
0.69GLE.PADetails
Price/FCF
40.43
High:LAND.L
4,856.46LAND.LLow:BBVA.MC
0.91BBVA.MCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.26% | Mar 2026 | Apr 2026 | 1 |
-0.18% | Jul 2025 | Aug 2025 | 1 |