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+9.53%
This Month
+4.93%
Year To Date
+59.75%
2 Years
+91.31%
5 Years
+57.76%
10 Years
+8.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services47.83%
- 💰 Finance24.21%
- 💵 Cash17.68%
- 🍞 Consumer Non Durables7.98%
- 🚗 Consumer Durables0.18%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.83%
- 🇺🇸 NYSE28.26%
- 🇮🇹 Borsa Italiana4.11%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.18%
- 🇮🇱 Israel9.72%
- 🇮🇹 Italy4.11%
- 🇨🇳 China0.18%
Dividends
Dividend Yield
0.72%
4 out of 10 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KO (2.73%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CPR.MI | Pay Day | Apr 22, 2026 | $0.12 |
Performance Metrics
Score 3.3/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.85
-4.85
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.85
-4.85
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.34
High:
NFLX
30.64NFLXLow:
MSTR
-9.29MSTRDetails
PEG Ratio
107.1
High:
ETOR
194.58ETORLow:
NIO
-18.88NIODetails
Price/Book
6.87
High:NIO
27.69NIOLow:MSTR
1.21MSTRDetails
Price/Sales
8.31
High:MSTR
105.23MSTRLow:NIO
1.37NIODetails
Price/CF
17.19
High:MSTR
7,511.07MSTRLow:CPR.MI
10.83CPR.MIDetails
Price/FCF
45.69
High:MSTR
1,187.5MSTRLow:ETOR
12.81ETORDetails
P/E Ratio
29.34
High:NFLX
30.64NFLXLow:MSTR
-9.29MSTRDetails
PEG Ratio
107.1
High:ETOR
194.58ETORLow:NIO
-18.88NIODetails
Price/Book
6.87
High:NIO
27.69NIOLow:MSTR
1.21MSTRDetails
Price/Sales
8.31
High:MSTR
105.23MSTRLow:NIO
1.37NIODetails
Price/CF
17.19
High:MSTR
7,511.07MSTRLow:CPR.MI
10.83CPR.MIDetails
Price/FCF
45.69
High:MSTR
1,187.5MSTRLow:ETOR
12.81ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.24% | Nov 2021 | Feb 2024 | 27 |
-16.82% | Dec 2024 | Jun 2025 | 6 |
-7.56% | Dec 2020 | Feb 2021 | 2 |
-7.43% | Nov 2025 | Apr 2026 | 5 |
-6.62% | Jul 2021 | Sep 2021 | 2 |
-4.14% | Mar 2021 | Apr 2021 | 1 |
-2.81% | Oct 2020 | Nov 2020 | 1 |
-2.17% | May 2021 | Jun 2021 | 1 |
-0.64% | May 2024 | Jun 2024 | 1 |