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-2.08%
This Month
+5.04%
Year To Date
+28.3%
2 Years
+38.35%
5 Years
+69.77%
10 Years
+9.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.61%
- 💰 Finance17.74%
- ⚡ Utilities13.79%
- 💻 Electronic Technology10.96%
- 🧬 Health Technology10.87%
- 🛍️ Retail Trade10.28%
- 📊 ETFs3.49%
- 🧩 Miscellaneous3.07%
- 🪨 Non Energy Minerals1.42%
- 🚗 Consumer Durables0.93%
- 🪙 Cryptocurrencies0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.98%
- 🇺🇸 NYSE31.49%
- 🇬🇧 LSE3.07%
- 🌍 Digital Currency0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.6%
- 🇰🇿 Kazakhstan11.61%
- 🇺🇾 Uruguay3.77%
Dividends
Dividend Yield
0.33%
9 out of 18 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3%)
Performance Metrics
Score 3.6/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.71
-4.71
-5
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.66
0.66
0
1
2
3
3
Jensen's Alpha
-4.71
-4.71
-5
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.15
High:
COHR
201.42COHRLow:
ZTS
13.17ZTSDetails
PEG Ratio
127.64
High:
TMO
405.32TMOLow:COHR
18.26COHRDetails
Price/Book
8.46
High:
AAPL
42.87AAPLLow:
ABBV
-59.71ABBVDetails
Price/Sales
5.19
High:
V
14.26VLow:
LEN
0.68LENDetails
Price/CF
19.3
High:COHR
333.3COHRLow:
ETSY
8.34ETSYDetails
Price/FCF
58.66
High:COHR
403.54COHRLow:
FRHC
4.22FRHCDetails
P/E Ratio
32.15
High:COHR
201.42COHRLow:ZTS
13.17ZTSDetails
PEG Ratio
127.64
High:TMO
405.32TMOLow:COHR
18.26COHRDetails
Price/Book
8.46
High:AAPL
42.87AAPLLow:ABBV
-59.71ABBVDetails
Price/Sales
5.19
High:V
14.26VLow:LEN
0.68LENDetails
Price/CF
19.3
High:COHR
333.3COHRLow:ETSY
8.34ETSYDetails
Price/FCF
58.66
High:COHR
403.54COHRLow:FRHC
4.22FRHCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.41% | Dec 2021 | May 2024 | 29 |
-10.04% | Feb 2025 | Jul 2025 | 5 |
-8.46% | Jan 2021 | Aug 2021 | 7 |
-5.13% | Sep 2021 | Oct 2021 | 1 |
-4.39% | Oct 2020 | Nov 2020 | 1 |
-2.08% | Jun 2026 | - | 1 |
-1.7% | Oct 2025 | Feb 2026 | 4 |
-0.87% | Mar 2026 | Apr 2026 | 1 |
-0.54% | Jun 2024 | Jul 2024 | 1 |
-0.53% | Oct 2024 | Nov 2024 | 1 |