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-1.42%
This Month
-2.29%
Year To Date
+10.81%
2 Years
+19.87%
5 Years
+101.05%
10 Years
+7.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash50.82%
- 📈 Indexes26.1%
- 🛍️ Retail Trade5.12%
- 🚗 Consumer Durables3.97%
- 💻 Electronic Technology3.92%
- 🖥️ Technology Services3.31%
- 💇♀️ Consumer Services2.02%
- ⚡ Utilities1.62%
- 📊 ETFs1.19%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD26.1%
- 🇺🇸 NYSE6.15%
- 🇳🇴 Oslo Stock Exchange6%
- 🇭🇰 Hong Kong Exchanges4.67%
- 🇺🇸 Nasdaq4.34%
Countries Breakdown
- Country
- Total
- 🇨🇳 China6.31%
- 🇳🇴 Norway6%
- 🇺🇸 United States5.71%
- 🇩🇪 Germany1.95%
Dividends
Dividend Yield
0.2%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EPR.OL (4.21%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
0.6
0.6
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.31
-0.31
-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
39.52
High:
TSLA
364.71TSLALow:
SNAP
-19.17SNAPDetails
PEG Ratio
22.28
High:
AMZN
100.45AMZNLow:SNAP
-54.29SNAPDetails
Price/Book
9.55
High:
NVDA
27.82NVDALow:
SBO.OL
1.34SBO.OLDetails
Price/Sales
6.95
High:NVDA
20.37NVDALow:
EPR.OL
1EPR.OLDetails
Price/CF
35.19
High:TSLA
107.92TSLALow:EPR.OL
11.96EPR.OLDetails
Price/FCF
91.24
High:
BABA
1,196.17BABALow:SBO.OL
4.31SBO.OLDetails
P/E Ratio
39.52
High:TSLA
364.71TSLALow:SNAP
-19.17SNAPDetails
PEG Ratio
22.28
High:AMZN
100.45AMZNLow:SNAP
-54.29SNAPDetails
Price/Book
9.55
High:NVDA
27.82NVDALow:SBO.OL
1.34SBO.OLDetails
Price/Sales
6.95
High:NVDA
20.37NVDALow:EPR.OL
1EPR.OLDetails
Price/CF
35.19
High:TSLA
107.92TSLALow:EPR.OL
11.96EPR.OLDetails
Price/FCF
91.24
High:BABA
1,196.17BABALow:SBO.OL
4.31SBO.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.53% | Jan 2020 | Feb 2021 | 13 |
-8.84% | Dec 2024 | - | 16 |
-8.3% | Apr 2022 | Aug 2024 | 28 |
-7.61% | Jan 2016 | Apr 2016 | 3 |
-6.67% | Dec 2018 | Nov 2019 | 11 |
-5.99% | Nov 2017 | Mar 2018 | 4 |
-5.29% | Sep 2016 | Mar 2017 | 6 |
-5.19% | Nov 2015 | Dec 2015 | 1 |
-3.97% | Oct 2021 | Jan 2022 | 3 |
-2.03% | May 2021 | Jun 2021 | 1 |
-1.75% | Oct 2024 | Nov 2024 | 1 |
-1.1% | Jul 2017 | Sep 2017 | 2 |
-0.75% | Jul 2016 | Aug 2016 | 1 |
-0.51% | Aug 2021 | Sep 2021 | 1 |
-0.04% | Aug 2018 | Sep 2018 | 1 |