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+3.14%
This Month
+3.14%
Year To Date
+77.9%
2 Years
+134%
5 Years
+134%
10 Years
+29.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.76%
- 📊 ETFs18.33%
- 🖥️ Technology Services9.51%
- 🏥 Health Services7.44%
- 🪨 Non Energy Minerals5.79%
- 🛍️ Retail Trade4.07%
- 🪙 Cryptocurrencies4.06%
- ⚡ Utilities3.36%
- 💻 Electronic Technology2.78%
- 🛠️ Producer Manufacturing1.46%
- 🧬 Health Technology1.01%
- 💰 Finance0.93%
- 🧪 Process Industries0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.77%
- 🇺🇸 Nasdaq16.2%
- 🇦🇺 Sydney5.79%
- 🌍 Digital Currency4.06%
- 🇺🇸 Chicago Board Options Exchange2.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.5%
- 🇦🇺 Australia5.79%
- 🇦🇪 United Arab Emirates1.42%
Dividends
Dividend Yield
0.28%
6 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ALLY (2.83%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
7.37
7.37
-2
0
2
8
8
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
7.37
7.37
-2
0
2
8
8
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
1.62
1.62
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
30.38
High:
LYC.ASX
1,891.86LYC.ASXLow:
QBTS
-20.01QBTSDetails
PEG Ratio
81.46
High:
MSFT
203.51MSFTLow:
CDXS
-14.84CDXSDetails
Price/Book
7.26
High:
INOD
20.17INODLow:
ALLY
1.02ALLYDetails
Price/Sales
3.91
High:QBTS
383.25QBTSLow:
UNH
0.71UNHDetails
Price/CF
19.51
High:LYC.ASX
69.03LYC.ASXLow:ALLY
3.39ALLYDetails
Price/FCF
67.42
High:
AMZN
225.5AMZNLow:
ILU.ASX
11.98ILU.ASXDetails
P/E Ratio
30.38
High:LYC.ASX
1,891.86LYC.ASXLow:QBTS
-20.01QBTSDetails
PEG Ratio
81.46
High:MSFT
203.51MSFTLow:CDXS
-14.84CDXSDetails
Price/Book
7.26
High:INOD
20.17INODLow:ALLY
1.02ALLYDetails
Price/Sales
3.91
High:QBTS
383.25QBTSLow:UNH
0.71UNHDetails
Price/CF
19.51
High:LYC.ASX
69.03LYC.ASXLow:ALLY
3.39ALLYDetails
Price/FCF
67.42
High:AMZN
225.5AMZNLow:ILU.ASX
11.98ILU.ASXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.88% | Aug 2023 | Dec 2023 | 4 |
-13.16% | Aug 2022 | Jan 2023 | 5 |
-12.11% | Feb 2025 | Jun 2025 | 4 |
-11.43% | Nov 2025 | - | 3 |
-8.56% | Apr 2024 | May 2024 | 1 |
-1.54% | May 2023 | Jun 2023 | 1 |
-1.39% | Feb 2023 | Mar 2023 | 1 |
-0.54% | Aug 2024 | Sep 2024 | 1 |