Loading...
+3.24%
This Month
+16.33%
Year To Date
+47.16%
2 Years
+49.22%
5 Years
+128.35%
10 Years
+12.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology36.05%
- 🖥️ Technology Services25.64%
- 🧩 Miscellaneous24.07%
- 📊 ETFs5.19%
- 💼 Commercial Services2.62%
- 💵 Cash2.61%
- 🍞 Consumer Non Durables1.07%
- 🛠️ Producer Manufacturing1.07%
- 🚗 Consumer Durables1.01%
- 🧬 Health Technology0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq50.03%
- 🇩🇪 Xetra ETFs19.4%
- 🇺🇸 NYSE18.03%
- 🇬🇧 LSE9.85%
- 🇫🇷 Euronext Paris0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.86%
- 🇮🇱 Israel4.97%
- 🇯🇵 Japan1.01%
- 🇨🇦 Canada0.98%
- 🇪🇸 Spain0.24%
- 🇫🇷 France0.1%
Dividends
Dividend Yield
0.43%
8 out of 22 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PLTK (13.64%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-0.98
-0.98
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.77
0.77
0
1
2
3
3
Jensen's Alpha
-0.98
-0.98
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.94
0.94
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.11
High:
DXC
159.04DXCLow:
SRPT
-19.66SRPTDetails
PEG Ratio
112.38
High:
META
401.05METALow:SRPT
-25.36SRPTDetails
Price/Book
8.69
High:
SWMR
24.78SWMRLow:
PLTK
-3.15PLTKDetails
Price/Sales
9.43
High:
SNDK
22.82SNDKLow:DXC
0.12DXCDetails
Price/CF
15.96
High:
RMS.PA
40.91RMS.PALow:DXC
1.7DXCDetails
Price/FCF
35.4
High:RMS.PA
134.13RMS.PALow:DXC
2.04DXCDetails
P/E Ratio
24.11
High:DXC
159.04DXCLow:SRPT
-19.66SRPTDetails
PEG Ratio
112.38
High:META
401.05METALow:SRPT
-25.36SRPTDetails
Price/Book
8.69
High:SWMR
24.78SWMRLow:PLTK
-3.15PLTKDetails
Price/Sales
9.43
High:SNDK
22.82SNDKLow:DXC
0.12DXCDetails
Price/CF
15.96
High:RMS.PA
40.91RMS.PALow:DXC
1.7DXCDetails
Price/FCF
35.4
High:RMS.PA
134.13RMS.PALow:DXC
2.04DXCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.25% | Dec 2021 | May 2025 | 41 |
-10.04% | Nov 2019 | Apr 2020 | 5 |
-8.93% | Feb 2026 | May 2026 | 3 |
-7.5% | Jun 2026 | Sep 2026 | 3 |
-4.39% | Mar 2019 | Aug 2019 | 5 |
-2.08% | Sep 2020 | Nov 2020 | 2 |
-2.07% | Sep 2021 | Oct 2021 | 1 |
-2.03% | Jan 2021 | Apr 2021 | 3 |
-0.34% | Aug 2025 | Sep 2025 | 1 |
-0.23% | Oct 2025 | Nov 2025 | 1 |