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+5.55%
This Month
+22.51%
Year To Date
+115.78%
2 Years
+340.79%
5 Years
+340.79%
10 Years
+49.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.46%
- 🧩 Miscellaneous20.76%
- 🖥️ Technology Services7.59%
- 🚗 Consumer Durables5.93%
- 🍞 Consumer Non Durables5.08%
- 🧬 Health Technology2.45%
- 💰 Finance1.78%
- 🛍️ Retail Trade0.95%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE75.52%
- 🇺🇸 Nasdaq23.7%
- 🇬🇧 LSE0.76%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.89%
- 🇩🇰 Denmark2.45%
- 🇬🇧 United Kingdom0.76%
- 🇮🇱 Israel0.67%
Dividends
Dividend Yield
0.53%
8 out of 21 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $BYG.L (5.72%)
Performance Metrics
Score 7.8/10
Beta
2.34
2.34
0
0.8
1.2
0
3
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
16.7
16.7
-2
0
2
17
17
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Beta
2.34
2.34
0
0.8
1.2
0
3
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.09
2.09
0
1
2
3
3
Jensen's Alpha
16.7
16.7
-2
0
2
17
17
Omega Ratio
2.18
2.18
0
1
1.5
3
3
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.89
0.89
0
0.3
0.6
1
1
Calmar Ratio
1.22
1.22
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
38.55
High:
TSLA
389.19TSLALow:
NVO
10.54NVODetails
PEG Ratio
75.55
High:
AXP
162.13AXPLow:NVO
40.17NVODetails
Price/Book
9.51
High:TSLA
19.02TSLALow:
BYG.L
0.62BYG.LDetails
Price/Sales
8.46
High:TSLA
15.4TSLALow:
NKE
1.42NKEDetails
Price/CF
23.43
High:TSLA
79.58TSLALow:
ETOR
9.24ETORDetails
Price/FCF
84.86
High:NKE
947.69NKELow:ETOR
9.45ETORDetails
P/E Ratio
38.55
High:TSLA
389.19TSLALow:NVO
10.54NVODetails
PEG Ratio
75.55
High:AXP
162.13AXPLow:NVO
40.17NVODetails
Price/Book
9.51
High:TSLA
19.02TSLALow:BYG.L
0.62BYG.LDetails
Price/Sales
8.46
High:TSLA
15.4TSLALow:NKE
1.42NKEDetails
Price/CF
23.43
High:TSLA
79.58TSLALow:ETOR
9.24ETORDetails
Price/FCF
84.86
High:NKE
947.69NKELow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.09% | Aug 2023 | Dec 2023 | 4 |
-28.84% | Feb 2025 | Jun 2025 | 4 |
-16.71% | Dec 2022 | Jan 2023 | 1 |
-9.45% | Feb 2026 | Apr 2026 | 2 |
-4.43% | Jan 2024 | May 2024 | 4 |
-3.63% | Dec 2024 | Jan 2025 | 1 |
-2.94% | Oct 2024 | Nov 2024 | 1 |