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-3.52%
This Month
-3.52%
Year To Date
+18.17%
2 Years
+431.77%
5 Years
+174.65%
10 Years
+20.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services51.1%
- 🚚 Transportation15.32%
- ⛏️ Energy Minerals9.75%
- 💵 Cash8.48%
- 💰 Finance7.85%
- 🧬 Health Technology4.59%
- 💻 Electronic Technology1.94%
- 🛠️ Producer Manufacturing0.63%
- 🪙 Cryptocurrencies0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.08%
- 🇺🇸 NYSE16.3%
- 🇳🇴 Oslo Stock Exchange15.31%
- 🇮🇹 Borsa Italiana7.85%
- 🇫🇷 Euronext Paris0.63%
- 🌍 Digital Currency0.03%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.38%
- 🇳🇴 Norway15.31%
- 🇮🇹 Italy7.85%
- 🇫🇷 France0.63%
- 🇩🇪 Germany0.01%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
2.29%
9 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.8/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
19.06
19.06
-2
0
2
20
20
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
3.83
3.83
0
0.75
1.25
4
4
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
19.06
19.06
-2
0
2
20
20
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
3.83
3.83
0
0.75
1.25
4
4
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
54.38
High:
RDDT
124.12RDDTLow:
CRWD
-350.43CRWDDetails
PEG Ratio
28.68
High:
ORCL
114.39ORCLLow:
AZULQ
-AZULQDetails
Price/Book
11.36
High:
NVDA
36.4NVDALow:
BA
-22.91BADetails
Price/Sales
9.65
High:CRWD
24.37CRWDLow:AZULQ
-AZULQDetails
Price/CF
26.75
High:CRWD
93.46CRWDLow:AZULQ
0.61AZULQDetails
Price/FCF
46.4
High:ORCL
348.36ORCLLow:AZULQ
0.76AZULQDetails
P/E Ratio
54.38
High:RDDT
124.12RDDTLow:CRWD
-350.43CRWDDetails
PEG Ratio
28.68
High:ORCL
114.39ORCLLow:AZULQ
-AZULQDetails
Price/Book
11.36
High:NVDA
36.4NVDALow:BA
-22.91BADetails
Price/Sales
9.65
High:CRWD
24.37CRWDLow:AZULQ
-AZULQDetails
Price/CF
26.75
High:CRWD
93.46CRWDLow:AZULQ
0.61AZULQDetails
Price/FCF
46.4
High:ORCL
348.36ORCLLow:AZULQ
0.76AZULQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.47% | Sep 2020 | Apr 2021 | 7 |
-25.52% | Jun 2022 | Jan 2023 | 7 |
-14.76% | Oct 2024 | Nov 2025 | 13 |
-14.21% | Jul 2021 | Sep 2021 | 2 |
-10.04% | Apr 2022 | May 2022 | 1 |
-9.54% | Oct 2023 | Jan 2024 | 3 |
-7.59% | Feb 2023 | Sep 2023 | 7 |
-5.37% | Apr 2024 | Aug 2024 | 4 |
-4.59% | Dec 2025 | - | 2 |
-1.23% | Nov 2021 | Jan 2022 | 2 |