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-3.24%
This Month
-5.79%
Year To Date
+67.96%
2 Years
+14.15%
5 Years
+73.74%
10 Years
+10.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables45.25%
- 📡 Communications37.89%
- 🚚 Transportation7.48%
- 🧬 Health Technology5.15%
- 🖥️ Technology Services1.83%
- 🛍️ Retail Trade0.67%
- 💵 Cash0.62%
- 🪙 Cryptocurrencies0.5%
- 💇♀️ Consumer Services0.28%
- 🍞 Consumer Non Durables0.12%
- 💰 Finance0.02%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq79.99%
- 🇬🇧 LSE7.27%
- 🇺🇸 NYSE7.07%
- 🇫🇷 Euronext Paris3.93%
- 🌍 Digital Currency0.5%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🇨🇭 SIX0.12%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom45.16%
- 🇺🇸 United States43.86%
- 🇨🇳 China5.03%
- 🇫🇷 France3.93%
- 🇳🇴 Norway0.31%
- 🇳🇱 Netherlands0.28%
- 🇨🇭 Switzerland0.12%
Dividends
Dividend Yield
1.5%
5 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-4.41
-4.41
-5
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.31
1.31
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-4.41
-4.41
-5
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33,161.72
High:
TSLA
377.27TSLALow:
IRTC
-90.69IRTCDetails
PEG Ratio
-38.26
High:
EZJ.L
62.27EZJ.LLow:IRTC
-147.8IRTCDetails
Price/Book
10.83
High:IRTC
27.05IRTCLow:
ZPTA
-5.23ZPTADetails
Price/Sales
10.89
High:
QURE
35.01QURELow:
DBV.PA
-DBV.PADetails
Price/CF
49.5
High:TSLA
107.92TSLALow:
VOD
1.93VODDetails
Price/FCF
98.65
High:
BABA
1,196.17BABALow:QURE
3.04QUREDetails
P/E Ratio
33,161.72
High:TSLA
377.27TSLALow:IRTC
-90.69IRTCDetails
PEG Ratio
-38.26
High:EZJ.L
62.27EZJ.LLow:IRTC
-147.8IRTCDetails
Price/Book
10.83
High:IRTC
27.05IRTCLow:ZPTA
-5.23ZPTADetails
Price/Sales
10.89
High:QURE
35.01QURELow:DBV.PA
-DBV.PADetails
Price/CF
49.5
High:TSLA
107.92TSLALow:VOD
1.93VODDetails
Price/FCF
98.65
High:BABA
1,196.17BABALow:QURE
3.04QUREDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.7% | May 2021 | Sep 2025 | 52 |
-8.86% | Sep 2020 | Nov 2020 | 2 |
-5.79% | Jan 2026 | - | 3 |
-4.59% | Nov 2025 | Dec 2025 | 1 |
-0.38% | Mar 2021 | Apr 2021 | 1 |