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-4.26%
This Month
+9.87%
Year To Date
+46.19%
2 Years
+4.52%
5 Years
-77.5%
10 Years
-18.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.34%
- 💻 Electronic Technology18.52%
- 🖥️ Technology Services9.75%
- 💰 Finance7.12%
- 🚚 Transportation6.95%
- 🛍️ Retail Trade5.15%
- 💵 Cash4.16%
- 🛠️ Producer Manufacturing3.57%
- 🚗 Consumer Durables3.54%
- 🧩 Miscellaneous2.2%
- 🧬 Health Technology2%
- 💇♀️ Consumer Services1.77%
- 🏭 Industrial Services1.32%
- 📡 Communications1.29%
- 💼 Commercial Services1.25%
- 🍞 Consumer Non Durables1.16%
- 🪨 Non Energy Minerals1.08%
- ⚡ Utilities0.8%
- ⛏️ Energy Minerals0.59%
- 🧪 Process Industries0.38%
- 🪙 Cryptocurrencies0.24%
- 🏥 Health Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.57%
- 🇺🇸 Nasdaq30.74%
- 🇬🇧 LSE5.94%
- 🇩🇪 FRA3.22%
- 🇫🇷 Euronext Paris2.68%
- 🇳🇱 Euronext Amsterdam1.9%
- 🇩🇰 Copenhagen Stock Exchange1.21%
- 🇭🇰 Hong Kong Exchanges0.81%
- 🇮🇹 Borsa Italiana0.71%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇳🇴 Oslo Stock Exchange0.38%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🌍 Digital Currency0.24%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.88%
- 🇬🇧 United Kingdom4.27%
- 🇩🇪 Germany3.41%
- 🇳🇱 Netherlands2.63%
- 🇫🇷 France2.49%
- 🇨🇳 China2.24%
- 🇩🇰 Denmark1.76%
- 🇨🇦 Canada1.33%
- 🇮🇪 Ireland1.27%
- 🇹🇼 Taiwan1.11%
- 🇰🇷 South Korea0.67%
- 🇨🇭 Switzerland0.57%
- 🇮🇱 Israel0.55%
- 🇸🇪 Sweden0.46%
- 🇳🇴 Norway0.38%
- 🇯🇵 Japan0.28%
- 🇸🇬 Singapore0.28%
- 🇮🇹 Italy0.25%
- 🇧🇷 Brazil0.23%
- 🇬🇷 Greece0.23%
- 🇧🇪 Belgium0.11%
- 🇦🇷 Argentina0.11%
- 🇱🇺 Luxembourg0.04%
- 🇺🇾 Uruguay0.04%
Dividends
Dividend Yield
1.09%
148 out of 301 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RNO.PA | 0.06% | 7.93% | $1.85 |
 NAS.OL | 0.06% | 15.25% | - |
 VOW3.DE | 0.05% | 7.51% | $9.06 |
 BBY | 0.03% | 4.13% | $3.72 |
 NLY | 0.03% | 15.86% | $2.6 |
 KMI | 0.03% | 3.55% | $1.14 |
 NN.NV | 0.03% | 5.32% | $3.2 |
 BMW.DE | 0.03% | 7.61% | $6 |
 T.US | 0.03% | 4.75% | $1.11 |
 AGNC | 0.03% | 16.36% | $1.44 |
 MBG.DE | 0.02% | 8.46% | $5.3 |
 ORA.PA | 0.02% | 5.25% | $0.72 |
 EZJ.L | 0.02% | 1.94% | $0.05 |
 RYAAY | 0.02% | 1.38% | $0.93 |
 MAERSKB.CO | 0.02% | 2% | $515 |
 LHA.DE | 0.02% | 4.51% | $0.3 |
 O | 0.02% | 5.77% | $3.09 |
 HMSO.L | 0.02% | 5.33% | $0.02 |
 AVGO | 0.01% | 0.77% | $19.7 |
 RITM | 0.01% | 11.57% | $1 |
 SAN.PA | 0.01% | 5.6% | $3.76 |
 MO | 0.01% | 5.9% | $3.92 |
 JPM | 0.01% | 1.83% | $4.4 |
 VICI | 0.01% | 7.83% | $1.66 |
 NKE | 0.01% | 4.37% | $1.45 |
 MS | 0.01% | 2.34% | $3.4 |
 F | 0.01% | 4.97% | $0.78 |
 ORCL | 0.01% | 1.5% | $1.6 |
 GS | 0.01% | 2.04% | $11 |
 MAIN | 0.01% | 5.87% | $2.85 |
 ENB | 0.01% | 5.67% | $2.66 |
 VZ | 0.01% | 6.36% | $2.66 |
 JD.US | 0.01% | 3.7% | $0.74 |
 IIPR | 0.01% | 14.4% | $7.34 |
 RIO | 0.01% | 5.23% | $4.34 |
 ENEL.MI | 0.01% | 5.32% | $0.43 |
 TXN | 0.01% | 2.08% | $5.14 |
 ABR | 0.01% | 32.53% | $1.72 |
 LTC.US | 0.01% | 5.32% | $2.28 |
 UPS | 0.01% | 6.67% | $6.5 |
 TSM | 0.01% | 0.75% | $1.74 |
 TGT | 0.01% | 2.99% | $4.42 |
 PSEC | 0.01% | 32.89% | $0.72 |
 PNL.NV | 0.01% | 4.9% | $0.09 |
 LLOY.L | 0.01% | 3.94% | $0.03 |
 BNP.PA | 0.01% | 6.67% | $4.6 |
 TM | 0.01% | 2.72% | $4.64 |
 IAG.L | 0.01% | 1.66% | - |
 FE | 0.01% | 4.05% | $1.64 |
 VIE.PA | 0.01% | 4.68% | $1.25 |
 BNS | 0.01% | 3.46% | $3.09 |
 HEI.DE | 0.01% | 2.48% | $3 |
 AMCR | 0.01% | 5.81% | $0.5 |
 CCL | 0.01% | 1.67% | - |
 WU | 0.01% | 15.14% | $0.94 |
 OKE | 0.01% | 4.66% | $3.89 |
 BEN | 0.01% | 4.23% | $1.23 |
 LIGHT.NV | 0.01% | 11.02% | $1.55 |
 PPL | 0.01% | 3.29% | $1 |
 STAG | 0.01% | 4.2% | $1.47 |
 NVO | 0.01% | 1.04% | $0.98 |
 AAPL | 0.01% | 0.31% | $0.97 |
 MSFT | 0.01% | 0.71% | $3 |
 3323.HK | 0.01% | 5.86% | $0.25 |
 MMM | 0.01% | 1.8% | $5.21 |
 DIS | 0.01% | 1.35% | $0.75 |
 UDVD.L | 0% | 1.46% | - |
 DIA.US | 0% | 1.34% | - |
 ASML.NV | 0% | 0.53% | $6.1 |
 VOD | 0% | 3.16% | $0.94 |
 RHM.DE | 0% | 1.09% | $5.7 |
 BABA | 0% | 0.96% | $0.98 |
 SHIP | 0% | 5.74% | $0.1 |
 CINF | 0% | 2.17% | $3.12 |
 GLJ.DE | 0% | 4.19% | $0.47 |
 CSCO | 0% | 1.56% | $1.58 |
 BAC | 0% | 2.29% | $0.96 |
 LMT | 0% | 2.57% | $12.45 |
 SMSN.L | 0% | 0.59% | $23.68 |
 CL | 0% | 2.25% | $1.96 |
 AAL.L | 0% | 0.73% | $0.77 |
 PBF | 0% | 1.33% | $0.95 |
 STZ | 0% | 3.1% | $3.68 |
 AIR.PA | 0% | 1.65% | $1.8 |
 TME | 0% | 2.72% | $0.12 |
 LOW | 0% | 2.46% | $4.45 |
 QCOM | 0% | 2.04% | $3.25 |
 ABT.US | 0% | 2.47% | $2.16 |
 WMT | 0% | 0.85% | $0.81 |
 NXPI | 0% | 1.7% | $4.06 |
 MC.PA | 0% | 1.42% | $13 |
 CRM | 0% | 0.73% | $0.4 |
 GEV | 0% | 0.22% | - |
 WHA.NV | 0% | 7.63% | $1.2 |
 P911.DE | 0% | 2.43% | $2.31 |
 SLB | 0% | 2.35% | $1.05 |
 V | 0% | 0.66% | $2.01 |
 ABCB | 0% | 0.99% | $0.6 |
 ABBV | 0% | 2.41% | $6.06 |
 RTX | 0% | 1.48% | $2.44 |
 EDU | 0% | 1.9% | - |
 EIX | 0% | 6.26% | $3.04 |
 0700.HK | 0% | 1.31% | $3.4 |
 COP | 0% | 2.31% | $3.25 |
 GOOGL | 0% | 0.25% | $0.2 |
 EXPD | 0% | 0.8% | $1.42 |
 DOW | 0% | 4.6% | $2.8 |
 BFH | 0% | 0.88% | $0.84 |
 TTC | 0% | 1.52% | $1.42 |
 BA.L | 0% | 1.95% | $0.3 |
 BNY | 0% | 1.56% | $1.68 |
 GOOG | 0% | 0.26% | $0.2 |
 BTRW.L | 0% | 1.9% | $0.28 |
 STMMI.MI | 0% | 0.77% | $0.28 |
 NVDA | 0% | 0.24% | $0.02 |
 DB1.DE | 0% | 1.35% | $3.8 |
 COF | 0% | 1.54% | $2.4 |
 AMAT | 0% | 0.49% | $1.44 |
 VLO | 0% | 1.11% | $4.18 |
 IFX.DE | 0% | 0.67% | $0.35 |
 ARCAD.NV | 0% | 2.56% | $0.85 |
 01211.HK | 0% | 0.57% | $3.41 |
 DHL.DE | 0% | 3.32% | $1.85 |
 UNM | 0% | 2.02% | $1.46 |
 HO.PA | 0% | 1.69% | $3.4 |
 BKNG | 0% | 1.01% | $17.5 |
 VWS.CO | 0% | 0.4% | - |
 RAND.NV | 0% | 4.72% | $3.55 |
 ASML | 0% | 0.47% | $5.57 |
 LDO.MI | 0% | 1.28% | $0.28 |
 CAT | 0% | 0.85% | $5.31 |
 PYPL | 0% | 0.99% | - |
 MA | 0% | 0.57% | $2.46 |
 SAABB.ST | 0% | 0.34% | $1.6 |
 META | 0% | 0.3% | $1 |
 QQQ | 0% | 0.39% | - |
 LLY | 0% | 0.53% | $4.86 |
 MRVL | 0% | 0.1% | $0.24 |
 KR | 0% | 2.37% | $1.16 |
 BRKR | 0% | 0.36% | $0.2 |
 INTU | 0% | 1.51% | $3.6 |
 MU | 0% | 0.06% | $0.46 |
 GM | 0% | 0.89% | $0.42 |
 COST | 0% | 0.56% | $19.22 |
 BOSS.DE | 0% | 0.1% | $1.35 |
 IAPD.L | 0% | 0.04% | - |
 IMEU.L | 0% | 0.03% | - |
 FRCB | 0% | 360000% | $1.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LTC.US | Ex-Dividend | Oct 22, 2026 | $0.19 |
ORCL | Pay Day | Oct 23, 2026 | $0.50 |
COST | Ex-Dividend | Oct 24, 2026 | $1.47 |
UNM | Ex-Dividend | Oct 24, 2026 | $0.46 |
BNY | Ex-Dividend | Oct 27, 2026 | $0.53 |
ASML.NV | Ex-Dividend | Oct 27, 2026 | $3.15 |
MC.PA | Ex-Dividend | Oct 28, 2026 | $8.60 |
ASML | Ex-Dividend | Oct 28, 2026 | $3.17 |
PSEC | Ex-Dividend | Oct 28, 2026 | $0.04 |
BNS | Pay Day | Oct 28, 2026 | $0.82 |
MU | Pay Day | Oct 29, 2026 | $0.15 |
MRVL | Pay Day | Oct 29, 2026 | $0.06 |
AGNC | Ex-Dividend | Oct 30, 2026 | $0.12 |
STZ | Ex-Dividend | Oct 30, 2026 | $1.03 |
O | Ex-Dividend | Oct 30, 2026 | $0.27 |
NLY | Pay Day | Oct 30, 2026 | $0.70 |
RITM | Pay Day | Oct 30, 2026 | $0.25 |
JPM | Pay Day | Oct 31, 2026 | $1.50 |
VLO | Ex-Dividend | Oct 31, 2026 | $1.20 |
EIX | Pay Day | Oct 31, 2026 | $0.88 |
TXN | Ex-Dividend | Oct 31, 2026 | $1.42 |
MS | Ex-Dividend | Oct 31, 2026 | $1.00 |
T.US | Pay Day | Nov 2, 2026 | $0.28 |
VZ | Pay Day | Nov 2, 2026 | $0.71 |
KMI | Ex-Dividend | Nov 3, 2026 | $0.30 |
OKE | Ex-Dividend | Nov 3, 2026 | $1.07 |
LOW | Pay Day | Nov 4, 2026 | $1.25 |
 INTC | Ex-Dividend | Nov 7, 2026 | $0.12 |
FE | Ex-Dividend | Nov 7, 2026 | $0.47 |
CCL | Ex-Dividend | Nov 7, 2026 | $0.15 |
MAIN | Ex-Dividend | Nov 8, 2026 | $0.26 |
MA | Pay Day | Nov 9, 2026 | $0.87 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
V | Ex-Dividend | Nov 11, 2026 | $0.67 |
F | Ex-Dividend | Nov 11, 2026 | $0.15 |
TGT | Ex-Dividend | Nov 12, 2026 | $1.14 |
CL | Pay Day | Nov 13, 2026 | $0.53 |
RTX | Ex-Dividend | Nov 14, 2026 | $0.73 |
KR | Ex-Dividend | Nov 14, 2026 | $0.35 |
PBF | Ex-Dividend | Nov 14, 2026 | $0.28 |
LLY | Ex-Dividend | Nov 14, 2026 | $1.73 |
ENB | Ex-Dividend | Nov 14, 2026 | $0.71 |
ABR | Ex-Dividend | Nov 14, 2026 | $0.17 |
EDU | Ex-Dividend | Nov 15, 2026 | $0.60 |
ABBV | Pay Day | Nov 16, 2026 | $1.73 |
ABT.US | Pay Day | Nov 16, 2026 | $0.63 |
COF | Ex-Dividend | Nov 17, 2026 | $0.80 |
UPS | Ex-Dividend | Nov 17, 2026 | $1.64 |
COP | Ex-Dividend | Nov 17, 2026 | $0.84 |
HO.PA | Ex-Dividend | Nov 18, 2026 | $3.43 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
AMAT | Ex-Dividend | Nov 20, 2026 | $0.53 |
WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
MMM | Ex-Dividend | Nov 24, 2026 | $0.78 |
NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
LMT | Ex-Dividend | Dec 1, 2026 | $3.45 |
GS | Ex-Dividend | Dec 1, 2026 | $4.50 |
EXPD | Ex-Dividend | Dec 1, 2026 | $0.81 |
BFH | Ex-Dividend | Dec 1, 2026 | $0.23 |
DOW | Ex-Dividend | Dec 1, 2026 | $0.35 |
SLB | Ex-Dividend | Dec 2, 2026 | $0.29 |
QCOM | Ex-Dividend | Dec 3, 2026 | $0.92 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
BAC | Ex-Dividend | Dec 4, 2026 | $0.28 |
PYPL | Ex-Dividend | Dec 4, 2026 | $0.14 |
GM | Ex-Dividend | Dec 4, 2026 | $0.18 |
GOOGL | Ex-Dividend | Dec 4, 2026 | $0.22 |
AMCR | Ex-Dividend | Dec 4, 2026 | $0.65 |
VOD | Ex-Dividend | Dec 5, 2026 | $0.28 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
PPL | Ex-Dividend | Dec 10, 2026 | $0.28 |
ORA.PA | Ex-Dividend | Dec 11, 2026 | $0.53 |
BKNG | Ex-Dividend | Dec 11, 2026 | $0.42 |
MO | Ex-Dividend | Dec 15, 2026 | $1.06 |
WU | Ex-Dividend | Dec 16, 2026 | $0.23 |
 FXPO.L | Ex-Dividend | Dec 16, 2026 | $0.53 |
NXPI | Ex-Dividend | Dec 16, 2026 | $1.01 |
TSM | Ex-Dividend | Dec 16, 2026 | $0.95 |
GEV | Ex-Dividend | Dec 16, 2026 | $0.50 |
BBY | Ex-Dividend | Dec 17, 2026 | $0.96 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
VICI | Ex-Dividend | Dec 17, 2026 | $0.45 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
BRKR | Ex-Dividend | Dec 21, 2026 | $0.05 |
CINF | Ex-Dividend | Dec 23, 2026 | $0.94 |
 BRZU | Ex-Dividend | Dec 23, 2026 | $0.00 |
 FAS | Ex-Dividend | Dec 23, 2026 | $0.00 |
 SOXL | Ex-Dividend | Dec 23, 2026 | $0.00 |
 SPXL | Ex-Dividend | Dec 23, 2026 | $0.00 |
 UDOW | Ex-Dividend | Dec 23, 2026 | $0.00 |
 UPRO | Ex-Dividend | Dec 23, 2026 | $0.00 |
 YINN | Ex-Dividend | Dec 23, 2026 | $0.00 |
SHIP | Ex-Dividend | Dec 25, 2026 | $0.20 |
DIS | Ex-Dividend | Dec 30, 2026 | $0.75 |
BEN | Ex-Dividend | Dec 30, 2026 | $0.33 |
NLY | Ex-Dividend | Dec 30, 2026 | $0.70 |
IIPR | Ex-Dividend | Dec 30, 2026 | $1.90 |
STAG | Ex-Dividend | Dec 30, 2026 | $0.39 |
ABCB | Ex-Dividend | Dec 30, 2026 | $0.20 |
RITM | Ex-Dividend | Jan 1, 2027 | $0.25 |
CSCO | Ex-Dividend | Jan 2, 2027 | $0.42 |
JPM | Ex-Dividend | Jan 6, 2027 | $1.50 |
BNS | Ex-Dividend | Jan 6, 2027 | $0.82 |
TTC | Ex-Dividend | Jan 6, 2027 | $0.39 |
EIX | Ex-Dividend | Jan 7, 2027 | $0.88 |
INTU | Ex-Dividend | Jan 8, 2027 | $1.20 |
T.US | Ex-Dividend | Jan 9, 2027 | $0.28 |
VZ | Ex-Dividend | Jan 9, 2027 | $0.71 |
MA | Ex-Dividend | Jan 9, 2027 | $0.87 |
ORCL | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
ABBV | Ex-Dividend | Jan 15, 2027 | $1.73 |
ABT.US | Ex-Dividend | Jan 15, 2027 | $0.63 |
ENEL.MI | Ex-Dividend | Jan 18, 2027 | $0.30 |
CAT | Ex-Dividend | Jan 20, 2027 | $1.51 |
CL | Ex-Dividend | Jan 20, 2027 | $0.53 |
LLOY.L | Ex-Dividend | Feb 4, 2027 | $0.03 |
NN.NV | Ex-Dividend | Feb 10, 2027 | $2.97 |
RIO | Ex-Dividend | Feb 14, 2027 | $2.54 |
NVO | Ex-Dividend | Feb 17, 2027 | $1.22 |
AAL.L | Ex-Dividend | Feb 18, 2027 | $0.16 |
IFX.DE | Ex-Dividend | Feb 20, 2027 | $0.41 |
EZJ.L | Ex-Dividend | Feb 27, 2027 | $0.17 |
 ORSTED.CO | Ex-Dividend | Mar 8, 2027 | $1.94 |
RYAAY | Ex-Dividend | Mar 11, 2027 | $0.46 |
BNP.PA | Ex-Dividend | Mar 24, 2027 | $3.06 |
MAERSKB.CO | Ex-Dividend | Mar 26, 2027 | $0.00 |
BTRW.L | Ex-Dividend | Mar 29, 2027 | $0.07 |
RAND.NV | Ex-Dividend | Mar 31, 2027 | $1.93 |
TM | Ex-Dividend | Apr 1, 2027 | $3.46 |
TME | Ex-Dividend | Apr 2, 2027 | $0.24 |
SAABB.ST | Ex-Dividend | Apr 5, 2027 | $0.00 |
HMSO.L | Ex-Dividend | Apr 6, 2027 | $0.12 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
VWS.CO | Ex-Dividend | Apr 9, 2027 | $0.12 |
PNL.NV | Ex-Dividend | Apr 16, 2027 | $0.05 |
MBG.DE | Ex-Dividend | Apr 17, 2027 | $4.06 |
BA.L | Ex-Dividend | Apr 20, 2027 | $0.31 |
AIR.PA | Ex-Dividend | Apr 21, 2027 | $3.78 |
GLJ.DE | Ex-Dividend | Apr 27, 2027 | $0.49 |
LIGHT.NV | Ex-Dividend | Apr 30, 2027 | $1.87 |
3323.HK | Ex-Dividend | May 4, 2027 | $0.02 |
SAN.PA | Ex-Dividend | May 5, 2027 | $4.84 |
DHL.DE | Ex-Dividend | May 6, 2027 | $2.05 |
NAS.OL | Ex-Dividend | May 7, 2027 | $0.09 |
RNO.PA | Ex-Dividend | May 8, 2027 | $2.60 |
VIE.PA | Ex-Dividend | May 11, 2027 | $1.77 |
LHA.DE | Ex-Dividend | May 13, 2027 | $0.39 |
RHM.DE | Ex-Dividend | May 13, 2027 | $13.50 |
BMW.DE | Ex-Dividend | May 14, 2027 | $5.15 |
DB1.DE | Ex-Dividend | May 14, 2027 | $4.91 |
HEI.DE | Ex-Dividend | May 14, 2027 | $4.15 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
WHA.NV | Ex-Dividend | May 15, 2027 | $1.55 |
BOSS.DE | Ex-Dividend | May 22, 2027 | $0.05 |
ARCAD.NV | Ex-Dividend | May 22, 2027 | $1.22 |
 S92.DE | Ex-Dividend | May 29, 2027 | $0.37 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2027 | $0.05 |
VOW3.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
LDO.MI | Ex-Dividend | Jun 20, 2027 | $0.74 |
P911.DE | Ex-Dividend | Jun 24, 2027 | $0.00 |
 YPF | Ex-Dividend | Jul 9, 2027 | $0.14 |
 ALO.PA | Ex-Dividend | Jul 17, 2027 | $0.27 |
Performance Metrics
Score 2.3/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-22.73
-22.73
-23
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.86
-0.86
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
-0.29
-0.29
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.35
-0.35
-1
1
2
3
3
Jensen's Alpha
-22.73
-22.73
-23
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.86
-0.86
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.04
High:
PANW
793.68PANWLow:
WIZZ.L
-429.34WIZZ.LDetails
PEG Ratio
1.12
High:
DDOG
15.09DDOGLow:
TWLO
0.01TWLODetails
Price/Book
8.7
High:
JMIA
952.31JMIALow:ABBV
-86.07ABBVDetails
Price/Sales
7.08
High:
CRSP
413.24CRSPLow:
CRBP
-CRBPDetails
Price/CF
21.79
High:
FIRY
652.51FIRYLow:
TOPS
0.45TOPSDetails
Price/FCF
44.55
High:UPS
1,905.89UPSLow:TOPS
1.22TOPSDetails
P/E Ratio
30.04
High:PANW
793.68PANWLow:WIZZ.L
-429.34WIZZ.LDetails
PEG Ratio
1.12
High:DDOG
15.09DDOGLow:TWLO
0.01TWLODetails
Price/Book
8.7
High:JMIA
952.31JMIALow:ABBV
-86.07ABBVDetails
Price/Sales
7.08
High:CRSP
413.24CRSPLow:CRBP
-CRBPDetails
Price/CF
21.79
High:FIRY
652.51FIRYLow:TOPS
0.45TOPSDetails
Price/FCF
44.55
High:UPS
1,905.89UPSLow:TOPS
1.22TOPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.38% | Mar 2019 | - | 92 |