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+6.05%
This Month
+6.05%
Year To Date
+79.45%
2 Years
+90.78%
5 Years
+90.78%
10 Years
+16.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.71%
- 💻 Electronic Technology21.21%
- 🖥️ Technology Services17.08%
- 💵 Cash16.21%
- 💰 Finance6.82%
- 🛍️ Retail Trade5.35%
- 🪨 Non Energy Minerals2.8%
- 🏥 Health Services2.55%
- 🧬 Health Technology2.14%
- 🚗 Consumer Durables1.71%
- 🪙 Cryptocurrencies1.69%
- 🚚 Transportation1.36%
- 📈 Indexes0.88%
- 🍞 Consumer Non Durables0.76%
- ⛏️ Energy Minerals0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.71%
- 🇺🇸 Nasdaq31.37%
- 🇳🇱 Euronext Amsterdam7.4%
- 🌍 Digital Currency1.69%
- 🌍 CFD0.88%
- 🇵🇹 Euronext Lisbon0.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.93%
- 🇳🇱 Netherlands7.4%
- 🇨🇦 Canada3.56%
- 🇹🇼 Taiwan3.21%
- 🇩🇰 Denmark2.14%
- 🇵🇹 Portugal0.72%
- 🇮🇱 Israel0.53%
Dividends
Dividend Yield
0.54%
14 out of 36 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $O (5.25%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
-0.02
-0.02
-1
0.8
1.2
-1
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
12.1
12.1
-2
0
2
13
13
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
-50.54
-50.54
-51
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
-0.02
-0.02
-1
0.8
1.2
-1
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
12.1
12.1
-2
0
2
13
13
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
-50.54
-50.54
-51
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.12
High:
PLTR
394.13PLTRLow:
QBTS
-20.01QBTSDetails
PEG Ratio
359.38
High:
O
3,157.55OLow:
UBER
3.88UBERDetails
Price/Book
10.26
High:
FTNT
76.26FTNTLow:O
1.45ODetails
Price/Sales
8.36
High:
RGTI
1,083.85RGTILow:
GALP.LS
0.6GALP.LSDetails
Price/CF
24.53
High:
VLN
272.2VLNLow:GALP.LS
6.02GALP.LSDetails
Price/FCF
59.1
High:PLTR
261.46PLTRLow:
ETOR
17.73ETORDetails
P/E Ratio
34.12
High:PLTR
394.13PLTRLow:QBTS
-20.01QBTSDetails
PEG Ratio
359.38
High:O
3,157.55OLow:UBER
3.88UBERDetails
Price/Book
10.26
High:FTNT
76.26FTNTLow:O
1.45ODetails
Price/Sales
8.36
High:RGTI
1,083.85RGTILow:GALP.LS
0.6GALP.LSDetails
Price/CF
24.53
High:VLN
272.2VLNLow:GALP.LS
6.02GALP.LSDetails
Price/FCF
59.1
High:PLTR
261.46PLTRLow:ETOR
17.73ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.93% | Jun 2022 | Mar 2023 | 9 |
-28.8% | May 2021 | May 2022 | 12 |
-14.03% | Apr 2023 | Dec 2023 | 8 |
-5.63% | Nov 2025 | Jan 2026 | 2 |
-2.76% | Feb 2025 | May 2025 | 3 |
-1.21% | Mar 2021 | Apr 2021 | 1 |
-0.83% | Jul 2024 | Aug 2024 | 1 |
-0.41% | Apr 2024 | May 2024 | 1 |