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-0.56%
This Month
-0.09%
Year To Date
+52.5%
2 Years
+97.84%
5 Years
+50.22%
10 Years
+7.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services54.22%
- 💰 Finance21.28%
- 💵 Cash15.63%
- 🍞 Consumer Non Durables6.96%
- 🚗 Consumer Durables0.11%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.02%
- 🇺🇸 NYSE39.14%
- 🇮🇹 Borsa Italiana3.42%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.56%
- 🇮🇱 Israel7.48%
- 🇮🇹 Italy3.42%
- 🇨🇳 China0.11%
Dividends
Dividend Yield
0.62%
4 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-4.99
-4.99
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-4.99
-4.99
-5
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.51
High:
NFLX
39.04NFLXLow:
RBRK
-28.03RBRKDetails
PEG Ratio
55.21
High:NFLX
142.32NFLXLow:
NIO
-132.09NIODetails
Price/Book
7
High:NIO
21.07NIOLow:RBRK
-20.94RBRKDetails
Price/Sales
8.4
High:
MSTR
90.21MSTRLow:NIO
1.17NIODetails
Price/CF
17.58
High:MSTR
7,511.07MSTRLow:
ETOR
9.08ETORDetails
Price/FCF
47.2
High:MSTR
1,187.5MSTRLow:ETOR
9.25ETORDetails
P/E Ratio
30.51
High:NFLX
39.04NFLXLow:RBRK
-28.03RBRKDetails
PEG Ratio
55.21
High:NFLX
142.32NFLXLow:NIO
-132.09NIODetails
Price/Book
7
High:NIO
21.07NIOLow:RBRK
-20.94RBRKDetails
Price/Sales
8.4
High:MSTR
90.21MSTRLow:NIO
1.17NIODetails
Price/CF
17.58
High:MSTR
7,511.07MSTRLow:ETOR
9.08ETORDetails
Price/FCF
47.2
High:MSTR
1,187.5MSTRLow:ETOR
9.25ETORDetails
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 |
-6.62% | Jul 2021 | Sep 2021 | 2 |
-4.14% | Mar 2021 | Apr 2021 | 1 |
-3.46% | Nov 2025 | - | 5 |
-2.81% | Oct 2020 | Nov 2020 | 1 |
-2.17% | May 2021 | Jun 2021 | 1 |
-0.64% | May 2024 | Jun 2024 | 1 |