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-0.93%
This Month
+40.05%
Year To Date
+68.37%
2 Years
+156.88%
5 Years
+157.95%
10 Years
+19.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.93%
- 🧬 Health Technology31.75%
- 💻 Electronic Technology14.32%
- ⛏️ Energy Minerals9.21%
- 💵 Cash3.19%
- ⚡ Utilities0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE83.89%
- 🇺🇸 Nasdaq14.32%
- 🇩🇰 Copenhagen Stock Exchange0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.07%
- 🇬🇧 United Kingdom9.21%
- 🇩🇰 Denmark0.36%
Dividends
Dividend Yield
0.61%
3 out of 6 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SHEL (3.96%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GDX | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 6.7/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
4.65
4.65
-2
0
2
5
5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.38
1.38
0
1
2
3
3
Jensen's Alpha
4.65
4.65
-2
0
2
5
5
Omega Ratio
1
1
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0
0
-1
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.59
High:
LLY
50.82LLYLow:
ORSTED.CO
-44.84ORSTED.CODetails
PEG Ratio
8,685.19
High:
SHEL
51,725.35SHELLow:LLY
42.02LLYDetails
Price/Book
26.76
High:
AAPL
55.76AAPLLow:ORSTED.CO
0.91ORSTED.CODetails
Price/Sales
8.86
High:LLY
15.54LLYLow:SHEL
0.79SHELDetails
Price/CF
32.1
High:LLY
42.7LLYLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
56.69
High:LLY
168.7LLYLow:SHEL
13.52SHELDetails
P/E Ratio
39.59
High:LLY
50.82LLYLow:ORSTED.CO
-44.84ORSTED.CODetails
PEG Ratio
8,685.19
High:SHEL
51,725.35SHELLow:LLY
42.02LLYDetails
Price/Book
26.76
High:AAPL
55.76AAPLLow:ORSTED.CO
0.91ORSTED.CODetails
Price/Sales
8.86
High:LLY
15.54LLYLow:SHEL
0.79SHELDetails
Price/CF
32.1
High:LLY
42.7LLYLow:ORSTED.CO
2.91ORSTED.CODetails
Price/FCF
56.69
High:LLY
168.7LLYLow:SHEL
13.52SHELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.61% | May 2020 | Feb 2021 | 9 |
-16.98% | Apr 2022 | Apr 2023 | 12 |
-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 |
-0.93% | Dec 2025 | - | 1 |
-0.18% | May 2023 | Jun 2023 | 1 |