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-1.69%
This Month
-3.47%
Year To Date
+35.83%
2 Years
+48.39%
5 Years
+48.39%
10 Years
+9.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.61%
- 🖥️ Technology Services37.15%
- 🚗 Consumer Durables11.45%
- 🚚 Transportation7.69%
- 🧬 Health Technology1.81%
- ⛏️ Energy Minerals0.98%
- 💼 Commercial Services0.96%
- 🍞 Consumer Non Durables0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.77%
- 🇺🇸 NYSE18.35%
- 🇬🇧 LSE4.48%
- 🇩🇪 FRA1.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States93.13%
- 🇰🇷 South Korea4.14%
- 🇩🇪 Germany1.41%
- 🇬🇧 United Kingdom1.32%
Dividends
Dividend Yield
0.91%
12 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.1/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-0.52
-0.52
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-0.52
-0.52
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.18
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
25.05
High:
UBER
555.04UBERLow:INTC
-566.72INTCDetails
Price/Book
10.68
High:
AAPL
43.77AAPLLow:
HPQ
-22.97HPQDetails
Price/Sales
9.95
High:
MSTR
90.21MSTRLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
27.7
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
55.31
High:MSTR
1,187.5MSTRLow:
PYPL
10.09PYPLDetails
P/E Ratio
34.18
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
25.05
High:UBER
555.04UBERLow:INTC
-566.72INTCDetails
Price/Book
10.68
High:AAPL
43.77AAPLLow:HPQ
-22.97HPQDetails
Price/Sales
9.95
High:MSTR
90.21MSTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
27.7
High:MSTR
7,511.07MSTRLow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
55.31
High:MSTR
1,187.5MSTRLow:PYPL
10.09PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.3% | Sep 2021 | Dec 2023 | 27 |
-14.1% | Feb 2025 | Jun 2025 | 4 |
-7.89% | Jan 2024 | Jun 2024 | 5 |
-7.21% | Nov 2025 | - | 5 |
-6.43% | Aug 2024 | Jan 2025 | 5 |