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+2.22%
This Month
-9.06%
Year To Date
+35.04%
2 Years
+63.02%
5 Years
+260.52%
10 Years
+26.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services37.57%
- ⛏️ Energy Minerals20.19%
- 💰 Finance9.09%
- 🚚 Transportation6.86%
- 🛍️ Retail Trade6.61%
- 💵 Cash6.49%
- 💼 Commercial Services5.23%
- 🛠️ Producer Manufacturing2.64%
- 🧬 Health Technology2.61%
- 🪙 Cryptocurrencies2.24%
- 🚗 Consumer Durables0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.19%
- 🇺🇸 NYSE36.68%
- 🇬🇧 LSE9.09%
- 🇭🇰 Hong Kong Exchanges2.64%
- 🌍 Digital Currency2.24%
- 🇸🇪 Stockholm Stock Exchange1.95%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.22%
- 🇮🇱 Israel14.23%
- 🇬🇧 United Kingdom12.59%
- 🇸🇬 Singapore6.86%
- 🇨🇳 China4.7%
- 🇸🇪 Sweden1.95%
Dividends
Dividend Yield
0.46%
7 out of 26 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVO.ST (5.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
8.59
8.59
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.82
1.82
0
1
2
3
3
Jensen's Alpha
8.59
8.59
-2
0
2
9
9
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
2.14
2.14
0
0.75
1.25
3
3
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.81
High:
TSLA
377.27TSLALow:
GTLB
-96.49GTLBDetails
PEG Ratio
283.54
High:
ALGN
5,235.85ALGNLow:GTLB
-530.61GTLBDetails
Price/Book
3.74
High:TSLA
18.54TSLALow:
WIX
-16.73WIXDetails
Price/Sales
2.19
High:TSLA
15.15TSLALow:
SHEL
0.9SHELDetails
Price/CF
13.14
High:TSLA
107.92TSLALow:SHEL
5.22SHELDetails
Price/FCF
27.25
High:TSLA
255.88TSLALow:
ETOR
9.25ETORDetails
P/E Ratio
26.81
High:TSLA
377.27TSLALow:GTLB
-96.49GTLBDetails
PEG Ratio
283.54
High:ALGN
5,235.85ALGNLow:GTLB
-530.61GTLBDetails
Price/Book
3.74
High:TSLA
18.54TSLALow:WIX
-16.73WIXDetails
Price/Sales
2.19
High:TSLA
15.15TSLALow:SHEL
0.9SHELDetails
Price/CF
13.14
High:TSLA
107.92TSLALow:SHEL
5.22SHELDetails
Price/FCF
27.25
High:TSLA
255.88TSLALow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.79% | Sep 2021 | Jul 2023 | 22 |
-11.03% | Jan 2026 | - | 3 |
-9.02% | Aug 2023 | Apr 2024 | 8 |
-4.93% | Mar 2025 | May 2025 | 2 |
-3.79% | Mar 2021 | Apr 2021 | 1 |
-2.58% | Jun 2024 | Sep 2024 | 3 |
-1.55% | Dec 2024 | Feb 2025 | 2 |
-1% | Oct 2025 | Nov 2025 | 1 |
-0.83% | Jul 2025 | Aug 2025 | 1 |