Loading...
+3.96%
This Month
+2.17%
Year To Date
+56.54%
2 Years
+173.14%
5 Years
+167.57%
10 Years
+19.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs29.81%
- 🧬 Health Technology27.47%
- 🧩 Miscellaneous16.48%
- 💻 Electronic Technology13.33%
- ⛏️ Energy Minerals10.73%
- 💵 Cash4.12%
- ⚡ Utilities0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE84.48%
- 🇺🇸 Nasdaq13.33%
- 🇩🇰 Copenhagen Stock Exchange0.39%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.8%
- 🇬🇧 United Kingdom10.73%
- 🇩🇰 Denmark0.39%
Dividends
Dividend Yield
0.76%
4 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHEL (3.29%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
4.52
4.52
-2
0
2
5
5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
4.52
4.52
-2
0
2
5
5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.72
0.72
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.38
High:
ORSTED.CO
58.57ORSTED.COLow:
SHEL
14.48SHELDetails
PEG Ratio
72.35
High:
AAPL
133.65AAPLLow:ORSTED.CO
18.38ORSTED.CODetails
Price/Book
21.27
High:AAPL
45.05AAPLLow:SHEL
1.44SHELDetails
Price/Sales
7.71
High:
LLY
13.44LLYLow:SHEL
0.95SHELDetails
Price/CF
29.75
High:LLY
60.39LLYLow:SHEL
5.22SHELDetails
Price/FCF
47.98
High:LLY
282.99LLYLow:SHEL
15.99SHELDetails
P/E Ratio
34.38
High:ORSTED.CO
58.57ORSTED.COLow:SHEL
14.48SHELDetails
PEG Ratio
72.35
High:AAPL
133.65AAPLLow:ORSTED.CO
18.38ORSTED.CODetails
Price/Book
21.27
High:AAPL
45.05AAPLLow:SHEL
1.44SHELDetails
Price/Sales
7.71
High:LLY
13.44LLYLow:SHEL
0.95SHELDetails
Price/CF
29.75
High:LLY
60.39LLYLow:SHEL
5.22SHELDetails
Price/FCF
47.98
High:LLY
282.99LLYLow:SHEL
15.99SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.61% | May 2020 | Feb 2021 | 9 |
-16.98% | Apr 2022 | Apr 2023 | 12 |
-10.32% | Mar 2026 | - | 2 |
-8.24% | Sep 2024 | Feb 2025 | 5 |
-7.1% | Mar 2021 | Jun 2021 | 3 |
-6.12% | Mar 2025 | Aug 2025 | 5 |
-4.19% | Sep 2023 | Nov 2023 | 2 |
-3.82% | Jan 2022 | Mar 2022 | 2 |
-2.66% | Sep 2021 | Oct 2021 | 1 |
-1.03% | Jul 2024 | Aug 2024 | 1 |
-0.18% | May 2023 | Jun 2023 | 1 |