Loading...
+4.09%
This Month
-9.56%
Year To Date
+29.54%
2 Years
+40.3%
5 Years
+258.52%
10 Years
+24.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services60.98%
- 💼 Commercial Services12.97%
- 🚚 Transportation8.3%
- 🛍️ Retail Trade8.21%
- ⛏️ Energy Minerals3.76%
- 🛠️ Producer Manufacturing2.53%
- 💇♀️ Consumer Services1.57%
- 🪙 Cryptocurrencies0.9%
- 🚗 Consumer Durables0.72%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.65%
- 🇺🇸 NYSE34.99%
- 🇬🇧 LSE10.86%
- 🇭🇰 Hong Kong Exchanges2.53%
- 🌍 Digital Currency0.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.98%
- 🇮🇱 Israel12.57%
- 🇬🇧 United Kingdom10.86%
- 🇸🇬 Singapore8.3%
- 🇨🇳 China5.33%
Dividends
Dividend Yield
0.23%
5 out of 24 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MNSO (4.79%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 7.3/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
9.24
9.24
-2
0
2
10
10
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.6
0.6
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
1.01
1.01
0
0.5
1
2
2
Sortino Ratio
1.85
1.85
0
1
2
3
3
Jensen's Alpha
9.24
9.24
-2
0
2
10
10
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.31
2.31
0
0.75
1.25
3
3
Information Ratio
0.29
0.29
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
24.79
High:
TSLA
372.52TSLALow:
GTLB
-216.86GTLBDetails
PEG Ratio
90.73
High:
NOW
471.47NOWLow:
TEAM
-215.74TEAMDetails
Price/Book
6.89
High:TEAM
25.87TEAMLow:
WIX
-26.95WIXDetails
Price/Sales
7.11
High:TSLA
14.74TSLALow:01211.HK
0.9501211.HKDetails
Price/CF
16.75
High:
GRAB
160.94GRABLow:
PYPL
6.51PYPLDetails
Price/FCF
48.24
High:GRAB
1,625.54GRABLow:PYPL
7.94PYPLDetails
P/E Ratio
24.79
High:TSLA
372.52TSLALow:GTLB
-216.86GTLBDetails
PEG Ratio
90.73
High:NOW
471.47NOWLow:TEAM
-215.74TEAMDetails
Price/Book
6.89
High:TEAM
25.87TEAMLow:WIX
-26.95WIXDetails
Price/Sales
7.11
High:TSLA
14.74TSLALow:01211.HK
0.9501211.HKDetails
Price/CF
16.75
High:GRAB
160.94GRABLow:PYPL
6.51PYPLDetails
Price/FCF
48.24
High:GRAB
1,625.54GRABLow:PYPL
7.94PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.79% | Sep 2021 | Jul 2023 | 22 |
-13.12% | Jan 2026 | - | 7 |
-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 |