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-1.53%
This Month
-1.53%
Year To Date
+46.45%
2 Years
+84.84%
5 Years
+186.43%
10 Years
+13.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs55.1%
- 🍞 Consumer Non Durables18.14%
- 🖥️ Technology Services10.25%
- 🛍️ Retail Trade3.44%
- 💻 Electronic Technology2.81%
- 💰 Finance2.71%
- 💵 Cash1.63%
- 🏥 Health Services1.58%
- 💇♀️ Consumer Services1.16%
- 🛠️ Producer Manufacturing1.02%
- 🚗 Consumer Durables1.01%
- 📡 Communications0.73%
- 🪙 Cryptocurrencies0.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.48%
- 🇬🇧 LSE32.28%
- 🇺🇸 NYSE26.78%
- 🌍 Digital Currency0.69%
- 🇩🇪 FRA0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.94%
- 🇨🇦 Canada9.24%
- 🇦🇪 United Arab Emirates0.73%
- 🇩🇪 Germany0.41%
- 🇹🇼 Taiwan0.37%
- 🇮🇱 Israel0.15%
Dividends
Dividend Yield
0.22%
13 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
9.46
9.46
-2
0
2
10
10
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
9.46
9.46
-2
0
2
10
10
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.06
2.06
0
0.75
1.25
3
3
Information Ratio
0.14
0.14
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.2
High:
NVDA
44.11NVDALow:
VEON
5.79VEONDetails
PEG Ratio
217.3
High:
V
1,166.53VLow:VEON
4.83VEONDetails
Price/Book
8.27
High:
AAPL
49.43AAPLLow:
PM
-23.84PMDetails
Price/Sales
7.14
High:NVDA
23.3NVDALow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
22.66
High:NVDA
54.84NVDALow:VEON
2.95VEONDetails
Price/FCF
52.88
High:
KO
272.99KOLow:VEON
6.24VEONDetails
P/E Ratio
30.2
High:NVDA
44.11NVDALow:VEON
5.79VEONDetails
PEG Ratio
217.3
High:V
1,166.53VLow:VEON
4.83VEONDetails
Price/Book
8.27
High:AAPL
49.43AAPLLow:PM
-23.84PMDetails
Price/Sales
7.14
High:NVDA
23.3NVDALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
22.66
High:NVDA
54.84NVDALow:VEON
2.95VEONDetails
Price/FCF
52.88
High:KO
272.99KOLow:VEON
6.24VEONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.82% | Jan 2018 | Dec 2023 | 71 |
-4.8% | Feb 2025 | May 2025 | 3 |
-3.72% | Apr 2024 | May 2024 | 1 |
-1.53% | Jan 2026 | - | 1 |
-0.98% | Oct 2017 | Nov 2017 | 1 |
-0.68% | Oct 2024 | Nov 2024 | 1 |
-0.56% | Dec 2024 | Jan 2025 | 1 |
-0.35% | Jul 2024 | Aug 2024 | 1 |