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-1.21%
This Month
+12.99%
Year To Date
+56.49%
2 Years
+24.5%
5 Years
-41.55%
10 Years
-5.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.71%
- 💰 Finance15.52%
- 🪙 Cryptocurrencies14.96%
- 💻 Electronic Technology13.73%
- 🛍️ Retail Trade5.08%
- 💇♀️ Consumer Services3.63%
- 🛠️ Producer Manufacturing3.52%
- 🚗 Consumer Durables3.36%
- 🧬 Health Technology2.53%
- 📊 ETFs2.32%
- 🍞 Consumer Non Durables2.3%
- 💼 Commercial Services2.08%
- 🪨 Non Energy Minerals1.77%
- 🚚 Transportation1.57%
- ⚡ Utilities1.18%
- 🧪 Process Industries1.11%
- 📡 Communications0.98%
- ⛏️ Energy Minerals0.51%
- 🏭 Industrial Services0.43%
- 📦 Distribution Services0.33%
- 🏥 Health Services0.29%
- 🧩 Miscellaneous0.05%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.58%
- 🇺🇸 NYSE32.49%
- 🌍 Digital Currency14.96%
- 🇬🇧 LSE3.95%
- 🇭🇰 Hong Kong Exchanges0.84%
- 🇩🇪 FRA0.68%
- 🇨🇭 SIX0.54%
- 🇫🇷 Euronext Paris0.52%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇸🇪 Stockholm Stock Exchange0.07%
- LSE_AIM0.03%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.7%
- 🇬🇧 United Kingdom3.93%
- 🇨🇦 Canada1.99%
- 🇨🇳 China1.51%
- 🇮🇱 Israel1.23%
- 🇨🇭 Switzerland0.88%
- 🇳🇱 Netherlands0.78%
- 🇩🇪 Germany0.72%
- 🇮🇪 Ireland0.55%
- 🇫🇷 France0.44%
- 🇱🇺 Luxembourg0.3%
- 🇪🇸 Spain0.3%
- 🇰🇾 Cayman Islands0.29%
- 🇧🇲 Bermuda0.27%
- 🇹🇼 Taiwan0.26%
- 🇺🇾 Uruguay0.22%
- 🇩🇰 Denmark0.13%
- 🇬🇷 Greece0.13%
- 🇯🇵 Japan0.13%
- 🇮🇹 Italy0.1%
- 🇧🇷 Brazil0.09%
- 🇦🇷 Argentina0.08%
- 🇵🇷 Puerto Rico0.08%
- 🇭🇰 Hong Kong0.08%
- 🇮🇳 India0.08%
- 🇸🇪 Sweden0.08%
- 🇧🇪 Belgium0.07%
- 🇨🇱 Chile0.05%
- 🇦🇺 Australia0.05%
- 🇸🇬 Singapore0.03%
- 🇷🇺 Russia0.03%
- 🇲🇽 Mexico0.03%
Dividends
Dividend Yield
0.83%
366 out of 705 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NLY | 0.06% | 12.33% | $2.6 |
 ZIM | 0.05% | 22.25% | $0.23 |
 TW.L | 0.02% | 9.14% | $0.1 |
 NEE | 0.01% | 2.85% | $1.97 |
 PLUS.L | 0.01% | 4.9% | $1.33 |
 VZ | 0.01% | 6.87% | $2.66 |
 ABR | 0.01% | 16.69% | $1.72 |
 META | 0.01% | 0.32% | $1 |
 1288.HK | 0.01% | 4.9% | $0.25 |
 MSFT | 0.01% | 0.72% | $3 |
 OGZDL.L | 0.01% | 67.74% | - |
 TGT | 0.01% | 4.61% | $4.42 |
 UNH | 0.01% | 2.67% | $7.74 |
 O | 0.01% | 5.72% | $3.09 |
 EMG.L | 0.01% | 5.77% | $0.13 |
 PFE | 0.01% | 6.83% | $1.66 |
 WMT | 0.01% | 0.82% | $0.81 |
 LGEN.L | 0.01% | 8.44% | $0.2 |
 AVGO | 0.01% | 0.71% | $19.7 |
 BX | 0.01% | 3.09% | $3.36 |
 STWD | 0.01% | 10.41% | $1.92 |
 EPR | 0.01% | 7.02% | $3.34 |
 TNL | 0.01% | 3.11% | $1.9 |
 T | 0.01% | 4.6% | $1.11 |
 EXR | 0.01% | 4.98% | $6.48 |
 GFRD.L | 0.01% | 3.67% | $0.12 |
 SPG | 0.01% | 4.62% | $7.75 |
 01128.HK | 0% | 6.04% | $0.08 |
 IIPR | 0% | 14.3% | $7.34 |
 DTE.DE | 0% | 3.66% | $0.77 |
 UVV | 0% | 6.07% | $3.21 |
 PM | 0% | 3.6% | $5.2 |
 VALE | 0% | 9.98% | $1.33 |
 GS | 0% | 1.57% | $11 |
 IGG.L | 0% | 3.64% | $0.46 |
 UBSG.ZU | 0% | 2% | $0.64 |
 RIO.L | 0% | 4.87% | $3.41 |
 V | 0% | 0.7% | $2.01 |
 TSCO.L | 0% | 3.24% | $0.12 |
 GOOG | 0% | 0.27% | $0.2 |
 AMGN | 0% | 2.95% | $8.76 |
 CMCX | 0% | 4.6% | $0.05 |
 CALM | 0% | 10.17% | $1.87 |
 RY | 0% | 2.55% | $4.03 |
 IBM | 0% | 2.23% | $6.65 |
 WFC | 0% | 1.83% | $1.4 |
 PHP.L | 0% | 7.27% | $0.06 |
 HST | 0% | 4.32% | $0.78 |
 SAN | 0% | 1.58% | $0.13 |
 LIO.L | 0% | 21.71% | $0.72 |
 CVX | 0% | 4.63% | $6.28 |
 MS | 0% | 2.18% | $3.4 |
 EVRG | 0% | 3.72% | $2.54 |
 LLOY.L | 0% | 3.44% | $0.03 |
 TD | 0% | 3.25% | $2.93 |
 GAW.L | 0% | 2.45% | $5.5 |
 SAN.PA | 0% | 4.76% | $3.76 |
 IRM | 0% | 4.02% | $2.6 |
 FRT | 0% | 4.4% | $4.36 |
 GILD | 0% | 2.54% | $3.04 |
 SIE.DE | 0% | 2.27% | $4.7 |
 CAG | 0% | 8.07% | $1.4 |
 COP | 0% | 3.46% | $3.25 |
 SSE.L | 0% | 2.97% | $0.6 |
 GSL | 0% | 6.28% | $1.5 |
 BLK | 0% | 1.97% | $20.2 |
 BK | 0% | 1.73% | $1.68 |
 WEC | 0% | 3.49% | $3.23 |
 CFG | 0% | 2.91% | $1.68 |
 NVS | 0% | 2.41% | $3.2 |
 H | 0% | 0.36% | $0.6 |
 HPQ | 0% | 5.02% | $1.1 |
 BAC | 0% | 1.95% | $0.96 |
 BYG.L | 0% | 4.66% | $0.45 |
 KMB | 0% | 5.01% | $4.8 |
 JPM | 0% | 1.83% | $4.4 |
 823.HK | 0% | 7.56% | $2.63 |
 VTR | 0% | 2.43% | $1.8 |
 ULVR.L | 0% | 3.57% | $1.47 |
 WMB | 0% | 3.43% | $1.85 |
 PSA | 0% | 4.63% | $12 |
 D | 0% | 4.49% | $2.67 |
 DLR | 0% | 3.25% | $4.88 |
 GOOGL | 0% | 0.27% | $0.2 |
 EXC | 0% | 3.66% | $1.48 |
 BBOX.L | 0% | 5.33% | $0.07 |
 BDN | 0% | 15.33% | $0.6 |
 ROSNL.L | 0% | 21.42% | - |
 RL | 0% | 0.98% | $3.08 |
 MTH | 0% | 2.58% | $2.04 |
 EG | 0% | 2.41% | $7.25 |
 KMI | 0% | 4.4% | $1.14 |
 CPB | 0% | 5.46% | $1.48 |
 CVS | 0% | 3.42% | $2.54 |
 DOM.L | 0% | 6.49% | $0.11 |
 WTB.L | 0% | 3.77% | $0.97 |
 SWKS | 0% | 4.36% | $2.72 |
 MPW | 0% | 6.42% | $0.6 |
 TSM | 0% | 0.92% | $1.74 |
 HAS | 0% | 3.42% | $2.8 |
 JNJ | 0% | 2.49% | $4.81 |
 ROG.ZU | 0% | 2.98% | $9.6 |
 ASML | 0% | 0.59% | $5.57 |
 SW | 0% | 4.52% | $1.18 |
 STX.US | 0% | 0.98% | $2.8 |
 0700.HK | 0% | 0.73% | $3.4 |
 WSM | 0% | 1.38% | $3.83 |
 IP.US | 0% | 4.84% | $1.85 |
 NTRS | 0% | 2.22% | $3 |
 CSCO | 0% | 2.09% | $1.58 |
 LRCX | 0% | 0.57% | $8 |
 DE | 0% | 1.38% | $5.76 |
 ITV.L | 0% | 6.14% | $0.05 |
 F | 0% | 5.57% | $0.78 |
 M | 0% | 3.06% | $0.68 |
 OC | 0% | 2.5% | $2.24 |
 KBH | 0% | 1.74% | $0.85 |
 ITW | 0% | 2.49% | $5.6 |
 QCOM | 0% | 2.01% | $3.25 |
 BXP | 0% | 4.89% | $3.92 |
 APLE | 0% | 7.89% | $0.96 |
 LEA | 0% | 2.59% | $3.08 |
 TX | 0% | 7.25% | $3.3 |
 RCL | 0% | 1.04% | - |
 XIFR | 0% | 9.92% | $3.49 |
 VOW3.DE | 0% | 6.12% | $9.06 |
 MRK | 0% | 3.24% | $3.04 |
 EMN | 0% | 5.24% | $3.22 |
 GLW | 0% | 1.27% | $1.12 |
 VOD | 0% | 3.78% | $0.94 |
 MDT.US | 0% | 2.87% | $2.77 |
 LOW | 0% | 1.98% | $4.45 |
 TEF.MC | 0% | 7.11% | $0.24 |
 TSCO | 0% | 1.79% | $4.26 |
 ESNT | 0% | 1.87% | $1.06 |
 LAND.L | 0% | 6.8% | $0.4 |
 CCC.L | 0% | 2.39% | $0.68 |
 BKNG | 0% | 0.71% | $17.5 |
 FCX | 0% | 1.22% | $0.6 |
 MAIN | 0% | 5.05% | $2.85 |
 UNP | 0% | 2.32% | $5.2 |
 JMAT.L | 0% | 3.58% | $0.77 |
 HVT | 0% | 5.31% | $1.22 |
 HRL | 0% | 4.91% | $1.12 |
 TOL | 0% | 0.72% | $0.86 |
 NESN.ZU | 0% | 3.87% | $3 |
 RIO | 0% | 4.73% | $4.34 |
 LUV | 0% | 1.75% | $0.72 |
 CL | 0% | 2.65% | $1.96 |
 BATS.L | 0% | 5.67% | $2.36 |
 JD.US | 0% | 3.4% | $0.74 |
 CME | 0% | 1.86% | $9.75 |
 RMS.PA | 0% | 1.24% | $25 |
 CTY.L | 0% | 4.08% | $0.19 |
 CCOI | 0% | 14% | $3.84 |
 HOLN.ZU | 0% | 4.02% | $2.8 |
 PCAR | 0% | 1.18% | $1.11 |
 NOC | 0% | 1.58% | $7.67 |
 BMY | 0% | 4.59% | $2.34 |
 BIP | 0% | 4.93% | $0.41 |
 DRX.L | 0% | 3.28% | $0.23 |
 PSN.L | 0% | 4.55% | $0.6 |
 BN.PA | 0% | 2.76% | $2.1 |
 SBRY.L | 0% | 4.28% | $0.13 |
 HON | 0% | 2.3% | $4.27 |
 IHG | 0% | 1.18% | $1.49 |
 GRMN | 0% | 1.79% | $3.71 |
 AOS | 0% | 2.03% | $1.26 |
 ROK | 0% | 1.34% | $5 |
 EL | 0% | 1.3% | $2.64 |
 ABBN.ZU | 0% | 1.54% | $0.87 |
 9618.HK | 0% | 3.49% | $2.97 |
 CAKE | 0% | 2.08% | $1.08 |
 VICI | 0% | 6.37% | $1.66 |
 FDX | 0% | 1.98% | $5.16 |
 OSK | 0% | 1.56% | $1.74 |
 MONY.L | 0% | 6.83% | $0.12 |
 IBKR | 0% | 0.47% | - |
 DVN | 0% | 2.68% | $2.05 |
 DBK.DE | 0% | 2.07% | $0.45 |
 REXR | 0% | 4.18% | $1.6 |
 MRL.MC | 0% | 2.77% | $0.36 |
 STAG | 0% | 4% | $1.47 |
 SBLK | 0% | 1.64% | $1.82 |
 LLY | 0% | 0.58% | $4.86 |
 GSK.L | 0% | 3.53% | $0.59 |
 DHL.DE | 0% | 3.96% | $1.85 |
 BOH | 0% | 3.95% | $2.8 |
 BABA | 0% | 0.69% | $0.98 |
 DAL | 0% | 0.95% | $0.3 |
 OKE | 0% | 5.75% | $3.89 |
 ABBV | 0% | 2.93% | $6.06 |
 PLD | 0% | 3.18% | $3.66 |
 MC.PA | 0% | 2.06% | $13 |
 BBY | 0% | 5.29% | $3.72 |
 AMT | 0% | 3.94% | $6.56 |
 SRP.L | 0% | 1.55% | $0.03 |
 PSX | 0% | 3.69% | $4.3 |
 LHA.DE | 0% | 3.51% | $0.3 |
 WELL | 0% | 1.52% | $2.44 |
 OTB.L | 0% | 1.78% | $0.01 |
 TPR | 0% | 1.2% | $1.4 |
 EBAY | 0% | 1.37% | $1.04 |
 QFIN | 0% | 7.58% | $1.06 |
 URI | 0% | 0.88% | $6.22 |
 SCHW | 0% | 1.09% | $1 |
 XOM | 0% | 3.43% | $3.76 |
 BHP.L | 0% | 3.68% | $1.26 |
 QSR | 0% | 3.54% | $2.26 |
 RS | 0% | 1.65% | $4.2 |
 DIS | 0% | 0.9% | $0.75 |
 TAP | 0% | 3.94% | $1.7 |
 NTES | 0% | 2.2% | $2.58 |
 AGRO | 0% | 4.76% | $0.33 |
 TXN | 0% | 3.12% | $5.14 |
 FDP | 0% | 3.2% | $0.9 |
 DKS | 0% | 2.29% | $4.2 |
 SMG | 0% | 4.5% | $2.64 |
 APH | 0% | 0.55% | $0.44 |
 ROST | 0% | 0.89% | $1.41 |
 ROCKB.CO | 0% | 2.85% | $43 |
 STAN.L | 0% | 1.72% | $0.22 |
 BAM | 0% | 3.36% | $1.41 |
 SO | 0% | 3.45% | $2.82 |
 MAN | 0% | 4.82% | $3.01 |
 COF | 0% | 1.07% | $2.4 |
 VLGEA | 0% | 2.64% | $1 |
 SCCO | 0% | 2.11% | $3.76 |
 TATE.L | 0% | 5.28% | $0.19 |
 ETN | 0% | 1.31% | $3.6 |
 SBUX | 0% | 2.79% | $2.24 |
 CCEP | 0% | 2.53% | $2.02 |
 KRO | 0% | 4.33% | $0.76 |
 TJX | 0% | 1.1% | $1.42 |
 01211.HK | 0% | 1.54% | $3.41 |
 NXT.L | 0% | 1.8% | $2.07 |
 B | 0% | 1.18% | $0.4 |
 KO | 0% | 2.91% | $1.89 |
 RACE | 0% | 0.93% | $2.64 |
 MCD | 0% | 2.27% | $6.53 |
 WYNN | 0% | 0.78% | $1 |
 AIR.PA | 0% | 1.02% | $1.8 |
 LOGN.ZU | 0% | 1.52% | $1.06 |
 TSN | 0% | 3.45% | $1.96 |
 EMR | 0% | 1.61% | $2.1 |
 LMT | 0% | 2.82% | $12.45 |
 MA | 0% | 0.55% | $2.46 |
 DGE.L | 0% | 4.78% | $0.81 |
 BWY.L | 0% | 2.65% | $1.11 |
 ABF.L | 0% | 2.96% | $0.54 |
 HUSQB.ST | 0% | 2.21% | $3 |
 EZJ.L | 0% | 2.56% | $0.05 |
 NWL | 0% | 7.53% | $0.28 |
 AXP | 0% | 0.87% | $2.6 |
 MET | 0% | 2.76% | $2.11 |
 NKE | 0% | 2.74% | $1.45 |
 TROX | 0% | 8.03% | $0.5 |
 HCKT | 0% | 2.41% | $0.44 |
 BBWI | 0% | 4.04% | $0.8 |
 CINF | 0% | 2.08% | $3.12 |
 GPN | 0% | 1.24% | $1 |
 MRVL | 0% | 0.29% | $0.24 |
 PAYC | 0% | 0.92% | $1.5 |
 PKG | 0% | 2.47% | $5 |
 RCO.PA | 0% | 4.07% | $2 |
 COST | 0% | 0.59% | $19.22 |
 RTO.L | 0% | 2.02% | $0.09 |
 EXPE | 0% | 0.55% | - |
 TT | 0% | 0.96% | $3.27 |
 JDW.L | 0% | 1.61% | - |
 CAT | 0% | 1.03% | $5.31 |
 GD | 0% | 1.77% | $5.48 |
 LSEG.L | 0% | 1.52% | $1.15 |
 SHW | 0% | 0.98% | $2.64 |
 HDB | 0% | 0.89% | $0.6 |
 BCS | 0% | 1.73% | $0.39 |
 NTDOY | 0% | 0.82% | $0.24 |
 KSS | 0% | 2.16% | $2 |
 RSG | 0% | 1.13% | $2.14 |
 EQIX | 0% | 2.47% | $16.19 |
 RR.L | 0% | 0.9% | - |
 AMAT | 0% | 0.72% | $1.44 |
 MU | 0% | 0.17% | $0.46 |
 MAR | 0% | 0.85% | $2.19 |
 SHOO | 0% | 1.95% | $0.84 |
 QQ.L | 0% | 2.06% | $0.08 |
 ST | 0% | 1.42% | $0.48 |
 PATK | 0% | 1.51% | $2.1 |
 PUK | 0% | 1.52% | $0.41 |
 BUD | 0% | 0.84% | $0.65 |
 MKS.L | 0% | 1.17% | $0.03 |
 ROP | 0% | 0.76% | $2.93 |
 NUE | 0% | 1.39% | $2.13 |
 HD | 0% | 2.67% | $8.52 |
 DELL | 0% | 1.66% | $1.63 |
 ATCO-A.ST | 0% | 1.83% | $2.8 |
 HWM | 0% | 0.22% | $0.19 |
 DHI | 0% | 1.12% | $1.15 |
 PYPL | 0% | 0.23% | - |
 ACN | 0% | 2.23% | $4.99 |
 IHG.L | 0% | 1.22% | $1.23 |
 BESI.NV | 0% | 1.67% | $2.15 |
 WH | 0% | 2.09% | $1.46 |
 TXRH | 0% | 1.55% | $2.32 |
 WM | 0% | 1.53% | $2.9 |
 SAP.DE | 0% | 1.12% | $2.2 |
 BWXT | 0% | 0.57% | $0.94 |
 RYAAY | 0% | 1.15% | $0.93 |
 NOVO-B.CO | 0% | 3.76% | $9.4 |
 CWH | 0% | 5% | $0.5 |
 PHM | 0% | 0.77% | $0.76 |
 STE | 0% | 0.94% | $2.08 |
 CRM | 0% | 0.64% | $0.4 |
 NVO | 0% | 2.56% | $0.98 |
 AM.PA | 0% | 1.72% | $3.37 |
 ASML.NV | 0% | 0.73% | $6.1 |
 SPGI | 0% | 0.75% | $3.62 |
 AAPL | 0% | 0.38% | $0.97 |
 HO.PA | 0% | 1.65% | $3.4 |
 BMNR | 0% | 0.03% | - |
 CTVA | 0% | 1.06% | $0.64 |
 REGN | 0% | 0.46% | - |
 GSM | 0% | 1.2% | $0.03 |
 VST | 0% | 0.55% | $0.85 |
 ZWS | 0% | 0.8% | $0.31 |
 MCRI | 0% | 1.2% | $1.2 |
 0968.HK | 0% | 1.4% | $0.23 |
 PAAS | 0% | 0.9% | $0.4 |
 WDC | 0% | 0.18% | - |
 TEX | 0% | 1.26% | $0.68 |
 GE | 0% | 0.47% | $0.44 |
 LYTS | 0% | 1.08% | $0.2 |
 AMKR | 0% | 0.82% | $0.31 |
 RHM.DE | 0% | 0.52% | $5.7 |
 L | 0% | 0.23% | $0.25 |
 ALB | 0% | 1.11% | $1.6 |
 TEO | 0% | 0.4% | - |
 HLT | 0% | 0.21% | $0.6 |
 LDOS | 0% | 0.88% | $1.5 |
 LEG | 0% | 1.8% | $1.43 |
 ADS.DE | 0% | 1.21% | $0.7 |
 ATKR | 0% | 2.04% | $0.64 |
 CP | 0% | 0.85% | $0.56 |
 GIII | 0% | 0.33% | - |
 WAB | 0% | 0.46% | $0.74 |
 INTU | 0% | 0.67% | $3.6 |
 VWS.CO | 0% | 0.32% | - |
 UI | 0% | 0.5% | $2.4 |
 MOG.A | 0% | 0.47% | $1.1 |
 DDS | 0% | 0.17% | $1 |
 BN.US | 0% | 0.53% | $0.3 |
 SONY | 0% | 0.41% | $0.49 |
 WWD | 0% | 0.37% | $0.94 |
 PEB | 0% | 0.35% | $0.04 |
 TER | 0% | 0.25% | $0.46 |
 CCJ | 0% | 0.19% | $0.09 |
 ADE.DE | 0% | 0.31% | - |
 VRT | 0% | 0.11% | $0.06 |
 NVDA | 0% | 0.02% | $0.02 |
 CE | 0% | 0.28% | $2.8 |
 EME | 0% | 0.16% | $0.79 |
 FLG | 0% | 0.3% | $0.4 |
 TXT | 0% | 0.09% | $0.08 |
 Dormant11249 | 0% | -0.02% | - |
 SDZNY | 0% | -0.55% | $-0.3 |
 GEV | 0% | -0.19% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
BATS.L | Ex-Dividend | Dec 29, 2025 | $0.76 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
GS | Pay Day | Dec 30, 2025 | $4.00 |
TT | Pay Day | Dec 31, 2025 | $0.94 |
REXR | Ex-Dividend | Dec 31, 2025 | $0.43 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
NXT.L | Pay Day | Jan 5, 2026 | $1.19 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
BWY.L | Pay Day | Jan 14, 2026 | $0.65 |
REXR | Pay Day | Jan 15, 2026 | $0.43 |
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 2.3/10
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-18.06
-18.06
-19
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.98
1.98
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-18.06
-18.06
-19
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.11
High:
INTC
3,473.58INTCLow:
HUBS
-5,603.74HUBSDetails
PEG Ratio
218.13
High:
RMS.PA
9,033.62RMS.PALow:HUBS
-7,439.49HUBSDetails
Price/Book
8.58
High:
GDDY
187.75GDDYLow:
STX.US
-1,004.47STX.USDetails
Price/Sales
7
High:
DJT
1,215.65DJTLow:
ACHR
-ACHRDetails
Price/CF
22.8
High:
MSTR
7,511.07MSTRLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
56.68
High:
NUE
5,649.81NUELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
35.11
High:INTC
3,473.58INTCLow:HUBS
-5,603.74HUBSDetails
PEG Ratio
218.13
High:RMS.PA
9,033.62RMS.PALow:HUBS
-7,439.49HUBSDetails
Price/Book
8.58
High:GDDY
187.75GDDYLow:STX.US
-1,004.47STX.USDetails
Price/Sales
7
High:DJT
1,215.65DJTLow:ACHR
-ACHRDetails
Price/CF
22.8
High:MSTR
7,511.07MSTRLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
56.68
High:NUE
5,649.81NUELow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.73% | Dec 2017 | - | 97 |
-34.41% | May 2016 | May 2017 | 12 |
-5.02% | Sep 2017 | Oct 2017 | 1 |