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-0.25%
This Month
-0.75%
Year To Date
+24.93%
2 Years
+159.07%
5 Years
+184.55%
10 Years
+22.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash73.07%
- 📊 ETFs7.53%
- 📈 Indexes5.9%
- 🧬 Health Technology3.56%
- 🖥️ Technology Services3.19%
- 🍞 Consumer Non Durables2.79%
- 💻 Electronic Technology1.95%
- 💇♀️ Consumer Services1.44%
- 💼 Commercial Services1.27%
- 🪙 Cryptocurrencies0.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.13%
- 🇺🇸 NYSE6.63%
- 🌍 CFD5.9%
- 🇺🇸 Chicago Board Options Exchange2.69%
- 🇮🇹 Borsa Italiana1.28%
- 🌍 Digital Currency0.32%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.73%
- 🇮🇱 Israel3.19%
- 🇮🇹 Italy1.28%
Dividends
Dividend Yield
0.35%
6 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WEN (8.17%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.5/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
16.98
16.98
-2
0
2
17
17
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
3.41
3.41
0
0.75
1.25
4
4
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.92
1.92
0
1
2
3
3
Jensen's Alpha
16.98
16.98
-2
0
2
17
17
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
3.41
3.41
0
0.75
1.25
4
4
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.71
High:
CPR.MI
38.15CPR.MILow:
LUNR
-6.41LUNRDetails
PEG Ratio
1,091.62
High:
WEN
5,753.94WENLow:LUNR
-19.21LUNRDetails
Price/Book
2.93
High:WEN
15.01WENLow:LUNR
-3.49LUNRDetails
Price/Sales
2.72
High:LUNR
6.41LUNRLow:WEN
0.75WENDetails
Price/CF
12.61
High:
NKE
32.45NKELow:WEN
5.12WENDetails
Price/FCF
49.05
High:
PFE
202.63PFELow:
PYPL
11.57PYPLDetails
P/E Ratio
15.71
High:CPR.MI
38.15CPR.MILow:LUNR
-6.41LUNRDetails
PEG Ratio
1,091.62
High:WEN
5,753.94WENLow:LUNR
-19.21LUNRDetails
Price/Book
2.93
High:WEN
15.01WENLow:LUNR
-3.49LUNRDetails
Price/Sales
2.72
High:LUNR
6.41LUNRLow:WEN
0.75WENDetails
Price/CF
12.61
High:NKE
32.45NKELow:WEN
5.12WENDetails
Price/FCF
49.05
High:PFE
202.63PFELow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.59% | Feb 2021 | Nov 2021 | 9 |
-19.31% | Apr 2022 | Jan 2023 | 9 |
-10.33% | Aug 2023 | Dec 2023 | 4 |
-7.94% | Jan 2025 | Aug 2025 | 7 |
-7.81% | Apr 2024 | Nov 2024 | 7 |
-2.89% | Dec 2021 | Mar 2022 | 3 |
-2.81% | Sep 2025 | - | 4 |
-2.6% | Apr 2023 | May 2023 | 1 |
-2.59% | Jan 2024 | Feb 2024 | 1 |