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+3.14%
This Month
+3.14%
Year To Date
+49.7%
2 Years
+105%
5 Years
+208.17%
10 Years
+23.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.98%
- 🪙 Cryptocurrencies15.28%
- 🍞 Consumer Non Durables7.68%
- 🖥️ Technology Services7.41%
- 💻 Electronic Technology7.32%
- 🪨 Non Energy Minerals6.57%
- 🚚 Transportation5.78%
- 🏭 Industrial Services4.37%
- ⛏️ Energy Minerals3.51%
- 🧬 Health Technology3.31%
- 📡 Communications3.19%
- 🛍️ Retail Trade2.32%
- 🛠️ Producer Manufacturing1.92%
- 📊 ETFs1.62%
- 🚗 Consumer Durables1.26%
- ⚡ Utilities1.21%
- 🧪 Process Industries0.84%
- 🧩 Miscellaneous0.73%
- 📦 Distribution Services0.66%
- 💇♀️ Consumer Services0.4%
- 💼 Commercial Services0.38%
- 💵 Cash0.22%
- 🏥 Health Services0.1%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.31%
- 🇺🇸 Nasdaq16.58%
- 🌍 Digital Currency15.28%
- 🇳🇴 Oslo Stock Exchange4.79%
- 🇬🇧 LSE3.45%
- 🇫🇷 Euronext Paris3.18%
- 🇩🇪 FRA2.87%
- 🇳🇱 Euronext Amsterdam2.7%
- 🇧🇪 Euronext Brussels1.92%
- 🇸🇪 Stockholm Stock Exchange0.55%
- 🇨🇭 SIX0.5%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇮🇹 Borsa Italiana0.07%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🇺🇸 OTC Markets Stock Exchange0.05%
- 🇵🇹 Euronext Lisbon0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.97%
- 🇨🇦 Canada7.03%
- 🇬🇧 United Kingdom5.83%
- 🇸🇬 Singapore4.62%
- 🇳🇱 Netherlands3.34%
- 🇫🇷 France2.96%
- 🇩🇪 Germany2.87%
- 🇧🇪 Belgium1.92%
- 🇱🇺 Luxembourg0.67%
- 🇨🇭 Switzerland0.63%
- 🇧🇷 Brazil0.59%
- 🇸🇪 Sweden0.55%
- 🇲🇨 Monaco0.3%
- 🇬🇷 Greece0.26%
- 🇿🇦 South Africa0.2%
- 🇳🇴 Norway0.18%
- 🇩🇰 Denmark0.16%
- 🇹🇼 Taiwan0.15%
- 🇮🇪 Ireland0.12%
- 🇯🇵 Japan0.09%
- 🇨🇾 Cyprus0.08%
- 🇦🇺 Australia0.08%
- 🇪🇸 Spain0.07%
- 🇮🇹 Italy0.06%
- 🇮🇱 Israel0.05%
- 🇫🇮 Finland0.05%
- 🇮🇳 India0.05%
- 🇺🇾 Uruguay0.04%
- 🇷🇺 Russia0.04%
- 🇵🇹 Portugal0.02%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
3.3%
371 out of 442 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BWLPG.OL | 0.45% | 9.68% | $37.72 |
 MO | 0.14% | 6.81% | $3.92 |
 AGNC | 0.12% | 12.35% | $1.44 |
 ENB | 0.12% | 5.75% | $2.66 |
 BATS.L | 0.08% | 5.64% | $2.36 |
 ARCC | 0.07% | 9.3% | $1.62 |
 BMY | 0.07% | 4.61% | $2.34 |
 NLY | 0.07% | 11.8% | $2.6 |
 BTI | 0.07% | 5.34% | $2.92 |
 O | 0.06% | 5.25% | $3.09 |
 VZ | 0.06% | 7% | $2.66 |
 OHI | 0.06% | 5.95% | $2.68 |
 PBA | 0.06% | 5.23% | $1.99 |
 T | 0.05% | 4.77% | $1.11 |
 ORA.PA | 0.04% | 5.12% | $0.72 |
 LGEN.L | 0.04% | 8.25% | $0.2 |
 WPC | 0.03% | 5.18% | $3.67 |
 MNODL.L | 0.03% | 473.72% | - |
 IRM | 0.03% | 3.51% | $2.6 |
 MAIN | 0.03% | 4.82% | $2.85 |
 TTE.PA | 0.03% | 5.92% | $3.06 |
 CVX | 0.03% | 4.13% | $6.28 |
 RITM | 0.03% | 8.64% | $1 |
 AGN.NV | 0.03% | 5.92% | $0.3 |
 SLG | 0.03% | 6.53% | $3.17 |
 UNM | 0.02% | 2.38% | $1.46 |
 AM | 0.02% | 4.91% | $0.9 |
 STAG | 0.02% | 4.03% | $1.47 |
 VNA.DE | 0.02% | 5.1% | $0.9 |
 SPG | 0.02% | 4.68% | $7.75 |
 MPW | 0.02% | 6.42% | $0.6 |
 PBR | 0.02% | 8.24% | $1.73 |
 IMB.L | 0.02% | 5.3% | $1.49 |
 LI.PA | 0.02% | 5.73% | $1.8 |
 VICI | 0.02% | 6.13% | $1.66 |
 SHEL | 0.02% | 3.92% | $2.7 |
 CSCO | 0.02% | 2.25% | $1.58 |
 INGA.NV | 0.02% | 4.44% | $1.11 |
 TX | 0.02% | 6.38% | $3.3 |
 ABN.NV | 0.02% | 4.28% | $1.51 |
 PM | 0.02% | 3.4% | $5.2 |
 RIO | 0.02% | 4.32% | $4.34 |
 EPR | 0.02% | 6.37% | $3.34 |
 IBM | 0.02% | 2.31% | $6.65 |
 LTC.US | 0.02% | 6.08% | $2.28 |
 VALE | 0.02% | 8.49% | $1.33 |
 ABBV | 0.02% | 3.13% | $6.06 |
 PRU | 0.01% | 5.02% | $5.1 |
 ADC | 0.01% | 4.21% | $2.96 |
 LMT | 0.01% | 2.32% | $12.45 |
 KPN.NV | 0.01% | 9.27% | $0.15 |
 PEP | 0.01% | 3.83% | $5.15 |
 NN.NV | 0.01% | 5.5% | $3.2 |
 NEM | 0.01% | 0.83% | $1.3 |
 ESS | 0.01% | 4.05% | $9.52 |
 FSK | 0.01% | 19.5% | $2.47 |
 IIPR | 0.01% | 15.25% | $7.34 |
 LNC | 0.01% | 4.53% | $1.8 |
 CCI | 0.01% | 5.48% | $6.26 |
 EOAN.DE | 0.01% | 3.25% | $0.53 |
 NNN | 0.01% | 5.58% | $2.26 |
 B | 0.01% | 1.05% | $0.4 |
 ARE | 0.01% | 8.15% | $5.02 |
 OKE | 0.01% | 5.57% | $3.89 |
 ENGI.PA | 0.01% | 6.24% | $1.43 |
 ABR | 0.01% | 16.58% | $1.72 |
 MPC | 0.01% | 2.15% | $3.23 |
 CS.PA | 0.01% | 5.61% | $1.98 |
 DLR | 0.01% | 3.08% | $4.88 |
 VOW3.DE | 0.01% | 6.49% | $9.06 |
 BNS | 0.01% | 4.25% | $3.09 |
 ZIM | 0.01% | 19.88% | $0.23 |
 AMT | 0.01% | 3.83% | $6.56 |
 BXMT | 0.01% | 9.71% | $2.48 |
 AED.BR | 0.01% | 4.5% | $3.19 |
 BAS.DE | 0.01% | 5.07% | $3.4 |
 AD.NV | 0.01% | 3.59% | $1.1 |
 OGZDL.L | 0.01% | 67.74% | - |
 GBLB.BR | 0.01% | 4.47% | $1.93 |
 AGS.BR | 0.01% | 4.12% | $2.28 |
 XOM | 0.01% | 3.05% | $3.76 |
 TPVG | 0.01% | 16.31% | - |
 STNG | 0.01% | 2.79% | $1.4 |
 RTX | 0.01% | 1.36% | $2.44 |
 KMB | 0.01% | 4.98% | $4.8 |
 BX | 0.01% | 3.09% | $3.36 |
 MRK | 0.01% | 3.02% | $3.04 |
 HIW | 0.01% | 7.39% | $2 |
 CVS | 0.01% | 3.36% | $2.54 |
 SWK | 0.01% | 4.11% | $3.24 |
 BP.L | 0.01% | 5.58% | $0.23 |
 PAH3.DE | 0.01% | 5.34% | $2.56 |
 SU | 0.01% | 3.36% | $1.59 |
 COLR.BR | 0.01% | 3.07% | $0.98 |
 STWD | 0.01% | 10.54% | $1.92 |
 VLO | 0.01% | 2.45% | $4.18 |
 PHIA.NV | 0.01% | 3.48% | - |
 GOOG | 0.01% | 0.26% | $0.2 |
 HEI.DE | 0.01% | 1.45% | $3 |
 PFE | 0.01% | 6.77% | $1.66 |
 TROW | 0.01% | 4.92% | $4.92 |
 BDN | 0.01% | 15.08% | $0.6 |
 COFB.BR | 0.01% | 5.01% | $4.34 |
 LYB | 0.01% | 11.22% | $5.09 |
 CA.PA | 0.01% | 6.73% | $0.87 |
 OCSL | 0.01% | 12.63% | - |
 DGE.L | 0.01% | 4.78% | $0.81 |
 CCEP | 0.01% | 2.6% | $2.02 |
 AFL | 0.01% | 2.15% | $1.84 |
 MAA | 0.01% | 4.53% | $5.81 |
 BMW.DE | 0.01% | 4.98% | $6 |
 UPS | 0.01% | 6.21% | $6.5 |
 UBSG.ZU | 0.01% | 2.01% | $0.64 |
 EIX | 0.01% | 5.59% | $3.04 |
 KBC.BR | 0.01% | 2.55% | $2.91 |
 MBG.DE | 0.01% | 7.5% | $5.3 |
 HO.PA | 0.01% | 1.45% | $3.4 |
 RIO.L | 0.01% | 4.3% | $3.41 |
 TRIG.L | 0.01% | 10.95% | $0.07 |
 CPT | 0.01% | 3.96% | $4.06 |
 PAAS | 0.01% | 0.79% | $0.4 |
 UGI | 0.01% | 4.04% | $1.5 |
 TELIA.ST | 0.01% | 5.07% | $2 |
 ULVR.L | 0.01% | 3.61% | $1.47 |
 TFC | 0.01% | 4.34% | $2.08 |
 DAC | 0.01% | 3.47% | $3.15 |
 TEF | 0% | 6.82% | $0.24 |
 GILD | 0% | 2.56% | $3.04 |
 LHX | 0% | 1.4% | $4.6 |
 SHB-A.ST | 0% | 10.86% | $13 |
 OMF | 0% | 6.57% | $4.04 |
 KO | 0% | 2.85% | $1.89 |
 CAT | 0% | 0.95% | $5.31 |
 CMI | 0% | 1.37% | $6.72 |
 BOSS.DE | 0% | 4.11% | $1.35 |
 MTS.MC | 0% | 1.13% | $0.44 |
 MMM | 0% | 1.87% | $5.21 |
 HTGC | 0% | 8.59% | $1.6 |
 AVB | 0% | 3.93% | $6.7 |
 NTAP | 0% | 2.2% | $2.02 |
 PPL | 0% | 2.98% | $1 |
 SECU-B.ST | 0% | 3.14% | $3.8 |
 STX.US | 0% | 0.88% | $2.8 |
 GD | 0% | 1.68% | $5.48 |
 AMGN | 0% | 2.96% | $8.76 |
 AEM | 0% | 0.77% | $1.6 |
 ROG.ZU | 0% | 2.83% | $9.6 |
 SLB | 0% | 2.44% | $1.05 |
 CAH | 0% | 0.98% | $2.01 |
 MDLZ | 0% | 3.36% | $1.7 |
 PCH | 0% | 4.01% | $1.8 |
 BTG.US | 0% | 1.64% | $0.16 |
 ADM | 0% | 3.13% | $1.9 |
 IP.US | 0% | 4.47% | $1.85 |
 BLK | 0% | 1.93% | $20.2 |
 ALV.DE | 0% | 4.19% | $13.8 |
 REXR | 0% | 4.34% | $1.6 |
 JNJ | 0% | 2.41% | $4.81 |
 ENEL.MI | 0% | 5.47% | $0.43 |
 PBR.A | 0% | 9.24% | $2.21 |
 TRP | 0% | 4.5% | $2.79 |
 MCD | 0% | 2.38% | $6.53 |
 BK | 0% | 1.72% | $1.68 |
 MAERSKB.CO | 0% | 7.6% | $515 |
 HII | 0% | 1.32% | $5.14 |
 ENX.PA | 0% | 2.38% | $2.48 |
 HR | 0% | 6.36% | $1.24 |
 TEL2B.ST | 0% | 4.09% | $6.9 |
 BXP | 0% | 5.12% | $3.92 |
 SUI.US | 0% | 3.22% | $3.74 |
 MDT.US | 0% | 2.89% | $2.77 |
 NOC | 0% | 1.38% | $7.67 |
 FRO | 0% | 3.59% | $2.17 |
 EBAY | 0% | 1.29% | $1.04 |
 PEUG.PA | 0% | 4.34% | $3.25 |
 AMUN.PA | 0% | 5.83% | $4.1 |
 BHP | 0% | 3.37% | $3.01 |
 SAP.DE | 0% | 1.24% | $2.2 |
 CME | 0% | 1.8% | $9.75 |
 ROSNL.L | 0% | 21.42% | - |
 AI.PA | 0% | 2.12% | $2.91 |
 ADAM | 0% | 10.34% | $1 |
 APLE | 0% | 7.88% | $0.96 |
 PII | 0% | 3.93% | $2.62 |
 PLD | 0% | 3.08% | $3.66 |
 FRT | 0% | 4.38% | $4.36 |
 EQIX | 0% | 2.43% | $16.19 |
 PAGP | 0% | 7.68% | $1.17 |
 AVY | 0% | 2.04% | $3.31 |
 SEIC | 0% | 1.21% | $0.92 |
 HEIO.NV | 0% | 3.14% | $1.73 |
 ABI.BR | 0% | 0.77% | $0.57 |
 META | 0% | 0.35% | $1 |
 AMP.US | 0% | 1.28% | $5.53 |
 FME.DE | 0% | 3.97% | $1.19 |
 ACKB.BR | 0% | 1.14% | $2.38 |
 QCOM | 0% | 2.31% | $3.25 |
 NG.L | 0% | 2.41% | $0.57 |
 DOC | 0% | 6.89% | $1.2 |
 AU | 0% | 2.04% | $0.22 |
 ARES | 0% | 2.75% | $3.4 |
 BARC.L | 0% | 1.8% | $0.08 |
 GFC.PA | 0% | 7.04% | $5.3 |
 PROX.BR | 0% | 3.88% | $0.84 |
 LSEG.L | 0% | 1.55% | $1.15 |
 NSC | 0% | 1.93% | $5.4 |
 MFA | 0% | 14.52% | $1.4 |
 ASML | 0% | 0.47% | $5.57 |
 STT | 0% | 2.57% | $2.76 |
 EPRT | 0% | 3.88% | $1.14 |
 WMT | 0% | 0.8% | $0.81 |
 SBRA | 0% | 6.25% | $1.2 |
 BBY | 0% | 5.89% | $3.72 |
 SBUX | 0% | 2.64% | $2.24 |
 GLE.PA | 0% | 1.7% | $0.9 |
 KMI | 0% | 4.17% | $1.14 |
 VOLV-A.ST | 0% | 2.62% | $7.5 |
 SBLK | 0% | 1.42% | $1.82 |
 CNI | 0% | 2.63% | $2.42 |
 EXR | 0% | 4.48% | $6.48 |
 SNA | 0% | 2.43% | $7.2 |
 REG | 0% | 4.1% | $2.66 |
 GLEN.L | 0% | 1.49% | $0.1 |
 CMCSA | 0% | 4.72% | $1.2 |
 MSFT | 0% | 0.77% | $3 |
 VNOM | 0% | 3.97% | $2.08 |
 SSE.L | 0% | 2.76% | $0.6 |
 PSA | 0% | 4.22% | $12 |
 OWL | 0% | 5.57% | $0.6 |
 VPK.NV | 0% | 3.97% | $1.5 |
 ASSA-B.ST | 0% | 1.64% | $5.4 |
 AQN | 0% | 3.99% | $0.43 |
 VNO | 0% | 2.26% | $0.68 |
 RWT | 0% | 12.54% | $0.64 |
 NEE | 0% | 2.72% | $1.97 |
 OMC | 0% | 3.75% | $2.8 |
 MOWI.OL | 0% | 3.14% | $6.9 |
 NDA.DE | 0% | 1.05% | $1.4 |
 OUT | 0% | 4.88% | $1.2 |
 FDX | 0% | 1.94% | $5.16 |
 GLPI | 0% | 6.74% | $2.98 |
 CM | 0% | 3.06% | $2.6 |
 CNH.US | 0% | 2.35% | $0.47 |
 WMB | 0% | 3.27% | $1.85 |
 CWEN | 0% | 4.97% | $1.6 |
 AMH | 0% | 3.77% | $0.96 |
 CNQ | 0% | 4.91% | $1.48 |
 HASI | 0% | 4.99% | $1.62 |
 SOF.BR | 0% | 1% | $2.35 |
 TSM | 0% | 0.81% | $1.74 |
 KESKOB.HE | 0% | 4.45% | $1.04 |
 KGX.DE | 0% | 1.32% | $0.7 |
 COLD | 0% | 7.04% | $0.88 |
 EDP.LSB | 0% | 4.83% | $0.2 |
 V | 0% | 0.75% | $2.01 |
 YAR.OL | 0% | 1.2% | $5 |
 EOG | 0% | 3.76% | $5.06 |
 VIE.PA | 0% | 4.82% | $1.25 |
 BAM | 0% | 3.48% | $1.41 |
 SWKS | 0% | 4.92% | $2.72 |
 SBAC | 0% | 2.39% | $3.66 |
 BOH | 0% | 3.99% | $2.8 |
 VIRT | 0% | 2.62% | $0.96 |
 XIFR | 0% | 9.39% | $3.49 |
 DHL.DE | 0% | 4.03% | $1.85 |
 AAPL | 0% | 0.42% | $0.97 |
 LOGN.ZU | 0% | 1.77% | $1.06 |
 HMY | 0% | 0.73% | $0.08 |
 OSK | 0% | 1.37% | $1.74 |
 CVE | 0% | 3.17% | $0.44 |
 AL | 0% | 1.37% | $0.83 |
 TD | 0% | 3.25% | $2.93 |
 BKH | 0% | 3.73% | $2.55 |
 SIE.DE | 0% | 2.12% | $4.7 |
 TEP.PA | 0% | 7.27% | $3.85 |
 CRM | 0% | 0.76% | $0.4 |
 CDP | 0% | 4% | $1.16 |
 SWR.L | 0% | 4.18% | $1.3 |
 KHC | 0% | 7.17% | $1.6 |
 MA | 0% | 0.59% | $2.46 |
 EQR | 0% | 4.58% | $2.66 |
 UPM.HE | 0% | 6.32% | $1.5 |
 JPM | 0% | 1.92% | $4.4 |
 AIR.PA | 0% | 0.97% | $1.8 |
 RY | 0% | 2.64% | $4.03 |
 LOW | 0% | 1.79% | $4.45 |
 CUBE | 0% | 5.38% | $2.02 |
 BESI.NV | 0% | 1.28% | $2.15 |
 BBD | 0% | 0.76% | $0.06 |
 UDR | 0% | 4.63% | $1.69 |
 ADS.DE | 0% | 1.32% | $0.7 |
 UMI.BR | 0% | 0.91% | $0.56 |
 LKOD.L | 0% | 76.06% | - |
 R | 0% | 1.83% | $2.84 |
 IRT | 0% | 3.99% | $0.64 |
 VFC | 0% | 1.93% | $0.57 |
 TAK | 0% | 3.7% | $0.56 |
 AMAT | 0% | 0.58% | $1.44 |
 STLAM.MI | 0% | 8.45% | $1.55 |
 NHY.OL | 0% | 2.67% | $2.5 |
 HMC | 0% | 3.71% | $0.65 |
 TXN | 0% | 2.96% | $5.14 |
 INGR | 0% | 2.82% | $3.12 |
 RWE.DE | 0% | 2.13% | $1 |
 BCE | 0% | 6.81% | $2.9 |
 ED | 0% | 3.26% | $3.28 |
 HPE | 0% | 2.64% | $0.51 |
 ALLY | 0% | 2.83% | $1.2 |
 RKT.L | 0% | 3.39% | $1.93 |
 BARN.ZU | 0% | 2.27% | $29 |
 BYG.L | 0% | 4.61% | $0.45 |
 ELS | 0% | 3.28% | $1.85 |
 KR | 0% | 2.13% | $1.16 |
 KBX.DE | 0% | 1.83% | $1.64 |
 OLED | 0% | 1.55% | $1.5 |
 ITW | 0% | 2.47% | $5.6 |
 LRCX | 0% | 0.44% | $8 |
 HD | 0% | 2.47% | $8.52 |
 PHG | 0% | 2.64% | - |
 WDC | 0% | 0.14% | - |
 TM | 0% | 2.55% | $4.64 |
 SW.PA | 0% | 6.51% | $3.1 |
 FNAC.PA | 0% | 3.55% | $0.45 |
 FCX | 0% | 0.99% | $0.6 |
 DG.US | 0% | 1.61% | $2.36 |
 INVE-A.ST | 0% | 1.57% | $4.8 |
 KLAC | 0% | 0.5% | $5.65 |
 UNP | 0% | 2.46% | $5.2 |
 CL | 0% | 2.46% | $1.96 |
 DEO | 0% | 4.58% | $3.99 |
 VRSN | 0% | 0.93% | - |
 HDB | 0% | 0.99% | $0.6 |
 MOS | 0% | 3.26% | $0.82 |
 MC.PA | 0% | 2.25% | $13 |
 NKE | 0% | 2.54% | $1.45 |
 IBKR | 0% | 0.43% | - |
 DE | 0% | 1.28% | $5.76 |
 PNR | 0% | 0.99% | $0.91 |
 TOL | 0% | 0.7% | $0.86 |
 TSCO | 0% | 1.82% | $4.26 |
 SCHW | 0% | 1.08% | $1 |
 WPM | 0% | 0.47% | $0.61 |
 VWS.CO | 0% | 0.31% | - |
 CB | 0% | 1.28% | $3.49 |
 JOUT | 0% | 2.97% | $1.32 |
 DD | 0% | 3.37% | $1.48 |
 DHI | 0% | 1.08% | $1.15 |
 CSX | 0% | 1.47% | $0.46 |
 WCH.DE | 0% | 3.63% | $3 |
 PHM | 0% | 0.73% | $0.76 |
 DIS | 0% | 1.37% | $0.75 |
 OLN | 0% | 3.55% | $0.8 |
 NTDOY | 0% | 0.86% | $0.24 |
 NWL | 0% | 6.64% | $0.28 |
 PUM.DE | 0% | 2.9% | $0.82 |
 HUSQB.ST | 0% | 2.26% | $3 |
 MU | 0% | 0.12% | $0.46 |
 PYPL | 0% | 0.25% | - |
 BN.US | 0% | 0.53% | $0.3 |
 BAX | 0% | 2.68% | $1.16 |
 LEG | 0% | 1.65% | $1.43 |
 DWNI.DE | 0% | 0.2% | $0.04 |
 NESTE.HE | 0% | 1% | $1.2 |
 NVDA | 0% | 0.02% | $0.02 |
 FTK.DE | 0% | 0.11% | $0.04 |
 FLG | 0% | 0.32% | $0.4 |
 CE | 0% | 0.27% | $2.8 |
 MICC.L | 0% | -0.02% | - |
 Q | 0% | -0.15% | - |
 PLX.PA | 0% | -3.17% | - |
 SOBO | 0% | -7.44% | - |
Performance Metrics
Score 7.3/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
2.06
2.06
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.96
0.96
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.32
High:
INTC
4,581.13INTCLow:SLG
-14,260.61SLGDetails
PEG Ratio
662.56
High:SHEL
52,288.73SHELLow:SLG
-14,257.2SLGDetails
Price/Book
6.23
High:
GDDY
152.73GDDYLow:STX.US
-1,104.9STX.USDetails
Price/Sales
4.76
High:
PLTR
111.21PLTRLow:FNAC.PA
0.08FNAC.PADetails
Price/CF
17.01
High:PLTR
258.05PLTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
45.21
High:UPM.HE
12,270.83UPM.HELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
29.32
High:INTC
4,581.13INTCLow:SLG
-14,260.61SLGDetails
PEG Ratio
662.56
High:SHEL
52,288.73SHELLow:SLG
-14,257.2SLGDetails
Price/Book
6.23
High:GDDY
152.73GDDYLow:STX.US
-1,104.9STX.USDetails
Price/Sales
4.76
High:PLTR
111.21PLTRLow:FNAC.PA
0.08FNAC.PADetails
Price/CF
17.01
High:PLTR
258.05PLTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
45.21
High:UPM.HE
12,270.83UPM.HELow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.84% | Nov 2021 | Dec 2023 | 25 |
-4.64% | Sep 2020 | Nov 2020 | 2 |
-4.46% | Dec 2024 | Jan 2025 | 1 |
-4.35% | Sep 2021 | Oct 2021 | 1 |
-4.26% | Feb 2025 | May 2025 | 3 |
-2.6% | Apr 2024 | May 2024 | 1 |
-2.32% | Oct 2025 | Jan 2026 | 3 |
-1.75% | Jun 2021 | Aug 2021 | 2 |
-1.73% | Jan 2024 | Feb 2024 | 1 |
-1.53% | Jun 2024 | Jul 2024 | 1 |
-1.31% | Oct 2024 | Nov 2024 | 1 |