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+1.24%
This Month
+1.24%
Year To Date
+71.16%
2 Years
+296.9%
5 Years
+296.9%
10 Years
+51.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs67.85%
- 💰 Finance18.11%
- 🪙 Cryptocurrencies5.56%
- 💻 Electronic Technology3.58%
- 🛠️ Producer Manufacturing1.48%
- 🍞 Consumer Non Durables1.39%
- 💵 Cash1.06%
- 🛍️ Retail Trade1.03%
- 💼 Commercial Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.54%
- 🇺🇸 Nasdaq18.86%
- 🇺🇸 Chicago Board Options Exchange6.78%
- 🌍 Digital Currency5.56%
- 🇩🇪 Xetra ETFs3.89%
- 🇬🇧 LSE3.19%
- 🇨🇭 SIX1.76%
- 🇸🇪 Stockholm Stock Exchange1.54%
- 🇳🇱 Euronext Amsterdam1.48%
- 🇮🇹 Borsa Italiana1.35%
- 🇫🇷 Euronext Paris0.67%
- 🇩🇪 FRA0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.94%
- 🇳🇱 Netherlands3.08%
- 🇨🇭 Switzerland2.39%
- 🇸🇪 Sweden1.54%
- 🇫🇷 France0.87%
- 🇮🇹 Italy0.72%
- 🇨🇳 China0.66%
- 🇩🇪 Germany0.59%
Dividends
Dividend Yield
0.33%
12 out of 44 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MONC.MI (2.63%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
2.62
2.62
0
0.8
1.2
0
3
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
2.06
2.06
-2
0
2
4.5
4.5
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Beta
2.62
2.62
0
0.8
1.2
0
3
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
2.06
2.06
-2
0
2
4.5
4.5
Omega Ratio
2.3
2.3
0
1
1.5
3
3
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.88
0.88
0
0.3
0.6
1
1
Calmar Ratio
1.45
1.45
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
18
High:
AMD
114.62AMDLow:
W.US
-42.16W.USDetails
PEG Ratio
338.8
High:
JPM
1,131.13JPMLow:W.US
-98.07W.USDetails
Price/Book
2.14
High:
BESI.NV
37.79BESI.NVLow:W.US
-5.06W.USDetails
Price/Sales
3.17
High:BESI.NV
24.26BESI.NVLow:
CRTO
0.55CRTODetails
Price/CF
15.26
High:
BEKE
53.76BEKELow:CRTO
3.79CRTODetails
Price/FCF
22.14
High:BESI.NV
1,850.58BESI.NVLow:
GS
4.8GSDetails
P/E Ratio
18
High:AMD
114.62AMDLow:W.US
-42.16W.USDetails
PEG Ratio
338.8
High:JPM
1,131.13JPMLow:W.US
-98.07W.USDetails
Price/Book
2.14
High:BESI.NV
37.79BESI.NVLow:W.US
-5.06W.USDetails
Price/Sales
3.17
High:BESI.NV
24.26BESI.NVLow:CRTO
0.55CRTODetails
Price/CF
15.26
High:BEKE
53.76BEKELow:CRTO
3.79CRTODetails
Price/FCF
22.14
High:BESI.NV
1,850.58BESI.NVLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.11% | Aug 2023 | Dec 2023 | 4 |
-19.69% | Dec 2022 | Jan 2023 | 1 |
-10.42% | Feb 2025 | Jun 2025 | 4 |
-5.77% | Feb 2023 | Mar 2023 | 1 |
-4.5% | Apr 2024 | May 2024 | 1 |
-3.51% | Apr 2023 | May 2023 | 1 |
-2.99% | Nov 2025 | - | 3 |
-1.95% | Dec 2024 | Jan 2025 | 1 |
-0.72% | Oct 2024 | Nov 2024 | 1 |