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-2.15%
This Month
+0.24%
Year To Date
+34.05%
2 Years
+106.35%
5 Years
+141.97%
10 Years
+14.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs47.9%
- 💰 Finance17.26%
- 🖥️ Technology Services11.4%
- 🚚 Transportation5.91%
- ⚡ Utilities5.69%
- 💻 Electronic Technology5.21%
- 🪙 Cryptocurrencies3.56%
- 🛍️ Retail Trade2.13%
- 🪨 Non Energy Minerals0.61%
- 📡 Communications0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.79%
- 🇺🇸 Nasdaq23.76%
- 🇫🇷 Euronext Paris8.96%
- 🇩🇰 Copenhagen Stock Exchange5.91%
- 🌍 Digital Currency3.56%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.97%
- 🇫🇷 France8.96%
- 🇩🇰 Denmark5.91%
Dividends
Dividend Yield
0.81%
12 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ACA.PA (6.35%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.55
4.55
-2
0
2
5
5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.94
0.94
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.61
High:
NVDA
37.34NVDALow:
ACA.PA
8.07ACA.PADetails
PEG Ratio
87.72
High:
JPM
1,118.42JPMLow:
T
9.09TDetails
Price/Book
5.37
High:NVDA
28.28NVDALow:
MAERSKB.CO
0.71MAERSKB.CODetails
Price/Sales
6.45
High:NVDA
20.71NVDALow:ACA.PA
0.5ACA.PADetails
Price/CF
23.11
High:
ENGI.PA
216.75ENGI.PALow:ACA.PA
1.02ACA.PADetails
Price/FCF
48.25
High:
AMZN
325.85AMZNLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
26.61
High:NVDA
37.34NVDALow:ACA.PA
8.07ACA.PADetails
PEG Ratio
87.72
High:JPM
1,118.42JPMLow:T
9.09TDetails
Price/Book
5.37
High:NVDA
28.28NVDALow:MAERSKB.CO
0.71MAERSKB.CODetails
Price/Sales
6.45
High:NVDA
20.71NVDALow:ACA.PA
0.5ACA.PADetails
Price/CF
23.11
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
1.02ACA.PADetails
Price/FCF
48.25
High:AMZN
325.85AMZNLow:ACA.PA
0.96ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.09% | Jun 2022 | Jun 2023 | 12 |
-16.02% | Jan 2020 | Nov 2020 | 10 |
-12.55% | May 2021 | Oct 2021 | 5 |
-5.88% | Aug 2023 | Dec 2023 | 4 |
-5.02% | Mar 2025 | May 2025 | 2 |
-3.21% | Feb 2026 | - | 2 |
-0.75% | Nov 2025 | Dec 2025 | 1 |
-0.53% | Jun 2024 | Aug 2024 | 2 |
-0.36% | Oct 2024 | Nov 2024 | 1 |
-0.26% | Dec 2024 | Jan 2025 | 1 |
-0.21% | Apr 2024 | May 2024 | 1 |