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-0.6%
This Month
+2.31%
Year To Date
+29.42%
2 Years
+39.72%
5 Years
+65.36%
10 Years
+9.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.84%
- 💰 Finance15.84%
- 🧬 Health Technology12.77%
- 🛍️ Retail Trade9.8%
- 🚗 Consumer Durables8.64%
- 💻 Electronic Technology7.52%
- 📊 ETFs6.71%
- 🖥️ Technology Services2.1%
- 🪨 Non Energy Minerals1.79%
- 🪙 Cryptocurrencies0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.8%
- 🇺🇸 Nasdaq21.37%
- 🇬🇧 LSE2.99%
- 🌍 Digital Currency0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.93%
- 🇰🇿 Kazakhstan9.33%
- 🇺🇾 Uruguay4.21%
Dividends
Dividend Yield
0.26%
8 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (2.88%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-5.31
-5.31
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-5.31
-5.31
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.28
High:
FRHC
3,319.29FRHCLow:
SEMR
-93.87SEMRDetails
PEG Ratio
339.73
High:
MELI
997.84MELILow:
NEM
15.74NEMDetails
Price/Book
8.58
High:
AAPL
43.77AAPLLow:
ABBV
-127.69ABBVDetails
Price/Sales
4.97
High:
V
14.97VLow:
LEN
0.79LENDetails
Price/CF
21.61
High:
COHR
89.59COHRLow:FRHC
3.76FRHCDetails
Price/FCF
59.25
High:COHR
403.54COHRLow:FRHC
4.22FRHCDetails
P/E Ratio
31.28
High:FRHC
3,319.29FRHCLow:SEMR
-93.87SEMRDetails
PEG Ratio
339.73
High:MELI
997.84MELILow:NEM
15.74NEMDetails
Price/Book
8.58
High:AAPL
43.77AAPLLow:ABBV
-127.69ABBVDetails
Price/Sales
4.97
High:V
14.97VLow:LEN
0.79LENDetails
Price/CF
21.61
High:COHR
89.59COHRLow:FRHC
3.76FRHCDetails
Price/FCF
59.25
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 |
-1.7% | Oct 2025 | Feb 2026 | 4 |
-0.6% | Mar 2026 | - | 1 |
-0.54% | Jun 2024 | Jul 2024 | 1 |
-0.53% | Oct 2024 | Nov 2024 | 1 |