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+0.58%
This Month
+12.41%
Year To Date
+26.23%
2 Years
+47.2%
5 Years
+81.68%
10 Years
+10.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash33.88%
- 💰 Finance18.57%
- ⚡ Utilities14.54%
- 🧬 Health Technology13.01%
- 🛍️ Retail Trade10.66%
- 💻 Electronic Technology7.69%
- 📊 ETFs3.42%
- 🧩 Miscellaneous3.02%
- 🪨 Non Energy Minerals1.61%
- 🚗 Consumer Durables0.84%
- 🪙 Cryptocurrencies0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39%
- 🇺🇸 NYSE31.34%
- 🇬🇧 LSE3.02%
- 🌍 Digital Currency0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.99%
- 🇰🇿 Kazakhstan11.62%
- 🇺🇾 Uruguay4.31%
Dividends
Dividend Yield
0.32%
9 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZTS (2.76%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-4.27
-4.27
-5
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.74
0.74
0
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-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
31.65
High:
COHR
154.92COHRLow:
NEM
12.36NEMDetails
PEG Ratio
144.83
High:
TMO
443.25TMOLow:COHR
14.04COHRDetails
Price/Book
8.51
High:
AAPL
43.48AAPLLow:
ABBV
-76.36ABBVDetails
Price/Sales
5.24
High:
V
15.54VLow:
LEN
0.62LENDetails
Price/CF
19.84
High:COHR
333.3COHRLow:
ETSY
8.34ETSYDetails
Price/FCF
57.35
High:COHR
403.54COHRLow:
FRHC
4.22FRHCDetails
P/E Ratio
31.65
High:COHR
154.92COHRLow:NEM
12.36NEMDetails
PEG Ratio
144.83
High:TMO
443.25TMOLow:COHR
14.04COHRDetails
Price/Book
8.51
High:AAPL
43.48AAPLLow:ABBV
-76.36ABBVDetails
Price/Sales
5.24
High:V
15.54VLow:LEN
0.62LENDetails
Price/CF
19.84
High:COHR
333.3COHRLow:ETSY
8.34ETSYDetails
Price/FCF
57.35
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 |
-2.3% | Jun 2026 | Jul 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 |