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+0.46%
This Month
-2.62%
Year To Date
+12.31%
2 Years
+91.25%
5 Years
+73.52%
10 Years
+9.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services35.59%
- 🌾 Commodities23.86%
- 💻 Electronic Technology15.68%
- 🧬 Health Technology10.93%
- 🛍️ Retail Trade7.44%
- 🪙 Cryptocurrencies1.78%
- ⛏️ Energy Minerals1.78%
- 📡 Communications1.26%
- 💰 Finance1.23%
- 🚚 Transportation0.45%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.43%
- 🌍 Commodity23.86%
- 🇺🇸 NYSE21.54%
- 🇬🇧 LSE3.7%
- 🌍 Digital Currency1.78%
- 🇫🇷 Euronext Paris1.7%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.99%
- 🇳🇱 Netherlands8.07%
- 🇹🇼 Taiwan7.61%
- 🇬🇧 United Kingdom3.7%
Dividends
Dividend Yield
0.56%
12 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $T (3.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.5/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-2.16
-2.16
-3
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.88
High:
ABBV
100.02ABBVLow:
SNOW
-42.58SNOWDetails
PEG Ratio
97.02
High:
V
564.33VLow:
GME
6.8GMEDetails
Price/Book
8.33
High:
LLY
35.73LLYLow:ABBV
-127.69ABBVDetails
Price/Sales
7.8
High:
TSM
15.13TSMLow:
SHEL.L
0.88SHEL.LDetails
Price/CF
21.28
High:LLY
60.39LLYLow:
T
4.38TDetails
Price/FCF
67.91
High:
AMZN
325.85AMZNLow:T
15.68TDetails
P/E Ratio
28.88
High:ABBV
100.02ABBVLow:SNOW
-42.58SNOWDetails
PEG Ratio
97.02
High:V
564.33VLow:GME
6.8GMEDetails
Price/Book
8.33
High:LLY
35.73LLYLow:ABBV
-127.69ABBVDetails
Price/Sales
7.8
High:TSM
15.13TSMLow:SHEL.L
0.88SHEL.LDetails
Price/CF
21.28
High:LLY
60.39LLYLow:T
4.38TDetails
Price/FCF
67.91
High:AMZN
325.85AMZNLow:T
15.68TDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.67% | Jan 2020 | Nov 2020 | 10 |
-21.51% | Apr 2022 | May 2023 | 13 |
-17.88% | Dec 2024 | Jul 2025 | 7 |
-10% | Aug 2023 | Dec 2023 | 4 |
-6.86% | Nov 2021 | Jan 2022 | 2 |
-5.99% | Nov 2025 | - | 5 |
-4.64% | Apr 2024 | May 2024 | 1 |
-3.85% | Jul 2021 | Sep 2021 | 2 |
-2.39% | Aug 2024 | Nov 2024 | 3 |
-1.53% | Jan 2024 | Feb 2024 | 1 |