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+1.3%
This Month
+1.3%
Year To Date
+39.84%
2 Years
+43.52%
5 Years
+63.72%
10 Years
+9.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash41.71%
- 💰 Finance16.44%
- 🧬 Health Technology13.65%
- 🛍️ Retail Trade11.17%
- 🚗 Consumer Durables6.87%
- 📊 ETFs6.58%
- 💻 Electronic Technology6.07%
- 🖥️ Technology Services2.15%
- 🪨 Non Energy Minerals1.71%
- 🪙 Cryptocurrencies0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.74%
- 🇺🇸 Nasdaq22.93%
- 🇬🇧 LSE2.96%
- 🌍 Digital Currency0.29%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.44%
- 🇰🇿 Kazakhstan9.68%
- 🇺🇾 Uruguay4.94%
Dividends
Dividend Yield
0.26%
8 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABBV (3.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-5.96
-5.96
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-5.96
-5.96
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.92
High:
FRHC
1,445.4FRHCLow:
SEMR
-388.27SEMRDetails
PEG Ratio
371.22
High:
V
1,166.53VLow:
NEM
3.55NEMDetails
Price/Book
9.15
High:
AAPL
49.43AAPLLow:
ABBV
-143.18ABBVDetails
Price/Sales
5.09
High:V
15.84VLow:
TPH
0.8TPHDetails
Price/CF
21.71
High:
COHR
39.01COHRLow:TPH
9.89TPHDetails
Price/FCF
64.76
High:COHR
403.54COHRLow:TPH
10.96TPHDetails
P/E Ratio
32.92
High:FRHC
1,445.4FRHCLow:SEMR
-388.27SEMRDetails
PEG Ratio
371.22
High:V
1,166.53VLow:NEM
3.55NEMDetails
Price/Book
9.15
High:AAPL
49.43AAPLLow:ABBV
-143.18ABBVDetails
Price/Sales
5.09
High:V
15.84VLow:TPH
0.8TPHDetails
Price/CF
21.71
High:COHR
39.01COHRLow:TPH
9.89TPHDetails
Price/FCF
64.76
High:COHR
403.54COHRLow: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 |
-1.7% | Oct 2025 | - | 4 |
-0.54% | Jun 2024 | Jul 2024 | 1 |
-0.53% | Oct 2024 | Nov 2024 | 1 |