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+0.59%
This Month
+0.59%
Year To Date
+42.79%
2 Years
+110.73%
5 Years
+142.82%
10 Years
+15.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.69%
- 💰 Finance15.98%
- 🖥️ Technology Services11.8%
- 💻 Electronic Technology5.28%
- ⚡ Utilities5.18%
- 🚚 Transportation5.15%
- 🪙 Cryptocurrencies4.69%
- 🛍️ Retail Trade2.32%
- 🪨 Non Energy Minerals0.64%
- 📡 Communications0.27%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.97%
- 🇺🇸 Nasdaq24.68%
- 🇫🇷 Euronext Paris8.51%
- 🇩🇰 Copenhagen Stock Exchange5.15%
- 🌍 Digital Currency4.69%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.61%
- 🇫🇷 France8.51%
- 🇩🇰 Denmark5.15%
Dividends
Dividend Yield
1.06%
12 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MAERSKB.CO (7.6%)
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
1.18
1.18
0
1
2
3
3
Jensen's Alpha
4.34
4.34
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
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
1.18
1.18
0
1
2
3
3
Jensen's Alpha
4.34
4.34
-2
0
2
5
5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
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
29.32
High:
NVDA
44.11NVDALow:
MAERSKB.CO
6.92MAERSKB.CODetails
PEG Ratio
201.93
High:
JPM
1,131.13JPMLow:
NEM
3.55NEMDetails
Price/Book
6.17
High:NVDA
36.4NVDALow:MAERSKB.CO
0.62MAERSKB.CODetails
Price/Sales
6.93
High:NVDA
23.3NVDALow:
ACA.PA
0.53ACA.PADetails
Price/CF
23.7
High:
ENGI.PA
216.75ENGI.PALow:ACA.PA
0.94ACA.PADetails
Price/FCF
48.43
High:
AMZN
225.5AMZNLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
29.32
High:NVDA
44.11NVDALow:MAERSKB.CO
6.92MAERSKB.CODetails
PEG Ratio
201.93
High:JPM
1,131.13JPMLow:NEM
3.55NEMDetails
Price/Book
6.17
High:NVDA
36.4NVDALow:MAERSKB.CO
0.62MAERSKB.CODetails
Price/Sales
6.93
High:NVDA
23.3NVDALow:ACA.PA
0.53ACA.PADetails
Price/CF
23.7
High:ENGI.PA
216.75ENGI.PALow:ACA.PA
0.94ACA.PADetails
Price/FCF
48.43
High:AMZN
225.5AMZNLow: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 |
-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 |