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-1.25%
This Month
-1.8%
Year To Date
+34.4%
2 Years
+9.55%
5 Years
+37.29%
10 Years
+5.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs49.86%
- 🖥️ Technology Services17.41%
- 💇♀️ Consumer Services9.98%
- 💵 Cash9.34%
- 🛍️ Retail Trade3.5%
- 💼 Commercial Services3.26%
- 💰 Finance2.55%
- 🚗 Consumer Durables1.3%
- 🚚 Transportation0.57%
- 🧬 Health Technology0.38%
- 🛠️ Producer Manufacturing0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.43%
- 🇩🇪 Xetra ETFs15.65%
- 🇺🇸 NYSE13.78%
- 🇬🇧 LSE8.02%
- 🇸🇪 Stockholm Stock Exchange3.79%
- 🇩🇪 FRA0.57%
- 🇫🇷 Euronext Paris0.36%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇺🇸 Chicago Board Options Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.42%
- 🇬🇧 United Kingdom4.7%
- 🇸🇪 Sweden3.79%
- 🇨🇳 China1.3%
- 🇩🇪 Germany0.57%
- 🇫🇷 France0.36%
Dividends
Dividend Yield
0.41%
11 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVO.ST (5.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-2.87
-2.87
-3
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-2.87
-2.87
-3
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.38
High:
TSLA
387.92TSLALow:
0968.HK
-180.410968.HKDetails
PEG Ratio
139.55
High:
ALGN
5,405.01ALGNLow:
EH
-141.5EHDetails
Price/Book
7.13
High:
PLTR
43.44PLTRLow:
CCI
-22.89CCIDetails
Price/Sales
7.29
High:PLTR
77.16PLTRLow:
JACK
0.24JACKDetails
Price/CF
19.17
High:
DDD
462.65DDDLow:
UBI.PA
1.56UBI.PADetails
Price/FCF
52
High:
OCDO.L
2,021.77OCDO.LLow:UBI.PA
1.61UBI.PADetails
P/E Ratio
29.38
High:TSLA
387.92TSLALow:0968.HK
-180.410968.HKDetails
PEG Ratio
139.55
High:ALGN
5,405.01ALGNLow:EH
-141.5EHDetails
Price/Book
7.13
High:PLTR
43.44PLTRLow:CCI
-22.89CCIDetails
Price/Sales
7.29
High:PLTR
77.16PLTRLow:JACK
0.24JACKDetails
Price/CF
19.17
High:DDD
462.65DDDLow:UBI.PA
1.56UBI.PADetails
Price/FCF
52
High:OCDO.L
2,021.77OCDO.LLow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.19% | Jun 2021 | Dec 2025 | 54 |
-14.45% | Jul 2020 | May 2021 | 10 |
-2.67% | Jan 2026 | - | 3 |