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-0.9%
This Month
+2.52%
Year To Date
+6.36%
2 Years
+7.67%
5 Years
+7.67%
10 Years
+3.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology28.03%
- 🛍️ Retail Trade23.44%
- 🏭 Industrial Services17.77%
- 🪙 Cryptocurrencies16.58%
- 🚗 Consumer Durables14.17%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.47%
- 🇺🇸 NYSE31.94%
- 🌍 Digital Currency16.58%
Countries Breakdown
- Country
- Total
- 🇨🇳 China37.61%
- 🇬🇧 United Kingdom17.77%
- 🇩🇰 Denmark16.31%
- 🇮🇱 Israel11.72%
Dividends
Dividend Yield
0.77%
1 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JD.US | 0.77% | 3.29% | $0.74 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-15.24
-15.24
-16
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-15.24
-15.24
-16
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.13
0.13
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.49
High:
GMAB.US
13.34GMAB.USLow:
XPEV
-45.33XPEVDetails
PEG Ratio
-8.56
High:
INMD
41.9INMDLow:XPEV
-88.28XPEVDetails
Price/Book
1.78
High:XPEV
4.26XPEVLow:
IHS
-17.54IHSDetails
Price/Sales
0.38
High:GMAB.US
5.48GMAB.USLow:
JD.US
0.25JD.USDetails
Price/CF
14.08
High:XPEV
17.16XPEVLow:IHS
2.82IHSDetails
Price/FCF
10.94
High:XPEV
40.71XPEVLow:IHS
4.13IHSDetails
P/E Ratio
12.49
High:GMAB.US
13.34GMAB.USLow:XPEV
-45.33XPEVDetails
PEG Ratio
-8.56
High:INMD
41.9INMDLow:XPEV
-88.28XPEVDetails
Price/Book
1.78
High:XPEV
4.26XPEVLow:IHS
-17.54IHSDetails
Price/Sales
0.38
High:GMAB.US
5.48GMAB.USLow:JD.US
0.25JD.USDetails
Price/CF
14.08
High:XPEV
17.16XPEVLow:IHS
2.82IHSDetails
Price/FCF
10.94
High:XPEV
40.71XPEVLow:IHS
4.13IHSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.07% | Dec 2024 | Sep 2025 | 9 |
-18.64% | Oct 2025 | - | 3 |
-11.43% | Apr 2024 | Sep 2024 | 5 |
-8.12% | Aug 2023 | Mar 2024 | 7 |
-3.04% | Oct 2024 | Nov 2024 | 1 |
-1.31% | May 2023 | Jun 2023 | 1 |