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+0.23%
This Month
+10%
Year To Date
+41.06%
2 Years
+31.21%
5 Years
+63.51%
10 Years
+9.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash26.83%
- 💰 Finance17.29%
- 🧬 Health Technology13.57%
- 💻 Electronic Technology12.44%
- 🚗 Consumer Durables12.11%
- 🛍️ Retail Trade11.42%
- 📊 ETFs6.52%
- 🖥️ Technology Services2.15%
- 🪨 Non Energy Minerals1.27%
- 🪙 Cryptocurrencies0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.56%
- 🇺🇸 Nasdaq24.6%
- 🇮🇹 Borsa Italiana6.65%
- 🇬🇧 LSE2.95%
- 🌍 Digital Currency0.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.96%
- 🇰🇿 Kazakhstan10.45%
- 🇮🇹 Italy6.65%
- 🇺🇾 Uruguay5.19%
Dividends
Dividend Yield
0.34%
9 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $ABBV (2.89%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ | Pay Day | Dec 9, 2025 | $1.30 |
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
-5.77
-5.77
-6
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-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
-5.77
-5.77
-6
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.13
High:
FRHC
1,582.08FRHCLow:
SEMR
-385.67SEMRDetails
PEG Ratio
382.16
High:
V
1,180.28VLow:
NEM
2.68NEMDetails
Price/Book
9.68
High:
AAPL
56.93AAPLLow:
ABBV
-154.02ABBVDetails
Price/Sales
5.25
High:V
16.03VLow:
TPH
0.8TPHDetails
Price/CF
22.25
High:
SRPT
125.18SRPTLow:TPH
9.89TPHDetails
Price/FCF
63.21
High:SRPT
532.48SRPTLow:TPH
10.96TPHDetails
P/E Ratio
34.13
High:FRHC
1,582.08FRHCLow:SEMR
-385.67SEMRDetails
PEG Ratio
382.16
High:V
1,180.28VLow:NEM
2.68NEMDetails
Price/Book
9.68
High:AAPL
56.93AAPLLow:ABBV
-154.02ABBVDetails
Price/Sales
5.25
High:V
16.03VLow:TPH
0.8TPHDetails
Price/CF
22.25
High:SRPT
125.18SRPTLow:TPH
9.89TPHDetails
Price/FCF
63.21
High:SRPT
532.48SRPTLow:TPH
10.96TPHDetails
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 |
-0.78% | Oct 2025 | - | 3 |
-0.54% | Jun 2024 | Jul 2024 | 1 |
-0.53% | Oct 2024 | Nov 2024 | 1 |