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-0.22%
This Month
+5.95%
Year To Date
+55.07%
2 Years
+38.81%
5 Years
+38.81%
10 Years
+10.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs33.11%
- 💻 Electronic Technology14.75%
- 🖥️ Technology Services11.67%
- 💰 Finance8.74%
- 🪙 Cryptocurrencies6.82%
- 🪨 Non Energy Minerals4.56%
- 🛍️ Retail Trade3.24%
- 🧬 Health Technology2.58%
- 🛠️ Producer Manufacturing2.31%
- 🧪 Process Industries1.16%
- 🏭 Industrial Services0.9%
- 💼 Commercial Services0.89%
- 🚗 Consumer Durables0.81%
- ⚡ Utilities0.81%
- 🍞 Consumer Non Durables0.76%
- 🚚 Transportation0.74%
- 💇♀️ Consumer Services0.5%
- 🏥 Health Services0.48%
- 📡 Communications0.42%
- ⛏️ Energy Minerals0.41%
- 📦 Distribution Services0.2%
- 💹 Forex0.18%
- 🧩 Miscellaneous0.16%
- 💵 Cash0.15%
- 📈 Indexes0.05%
- 🌾 Commodities0.02%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.72%
- 🇺🇸 Nasdaq25.7%
- 🇬🇧 LSE8.86%
- 🌍 Digital Currency6.82%
- 🇩🇪 Xetra ETFs5.42%
- 🇫🇷 Euronext Paris2.05%
- 🇩🇪 FRA1.62%
- 🇭🇰 Hong Kong Exchanges0.98%
- 🇮🇹 Borsa Italiana0.79%
- 🇳🇱 Euronext Amsterdam0.71%
- 🇪🇸 Bolsa De Madrid0.55%
- 🇨🇭 SIX0.26%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🌍 FX0.18%
- 🇳🇴 Oslo Stock Exchange0.16%
- 🇺🇸 Chicago Board Options Exchange0.11%
- 🌍 CFD0.05%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🌍 Commodity0.02%
- Regular Trading Hours - RTH0.01%
- 🇵🇹 Euronext Lisbon0.01%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇦🇺 Sydney0%
- 🇧🇪 Euronext Brussels0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.91%
- 🇬🇧 United Kingdom3.12%
- 🇩🇪 Germany2.23%
- 🇨🇦 Canada2.06%
- 🇨🇳 China1.97%
- 🇫🇷 France1.83%
- 🇳🇱 Netherlands1.49%
- 🇪🇸 Spain0.84%
- 🇮🇹 Italy0.81%
- 🇧🇷 Brazil0.56%
- 🇨🇴 Colombia0.5%
- 🇿🇦 South Africa0.49%
- 🇹🇼 Taiwan0.48%
- 🇸🇬 Singapore0.34%
- 🇱🇺 Luxembourg0.29%
- 🇨🇭 Switzerland0.29%
- 🇮🇪 Ireland0.27%
- 🇮🇱 Israel0.27%
- 🇩🇰 Denmark0.25%
- 🇫🇮 Finland0.16%
- 🇳🇴 Norway0.16%
- 🇯🇵 Japan0.11%
- 🇭🇰 Hong Kong0.1%
- 🇺🇾 Uruguay0.1%
- 🇸🇪 Sweden0.1%
- 🇧🇲 Bermuda0.06%
- 🇲🇽 Mexico0.05%
- 🇰🇷 South Korea0.04%
- 🇨🇾 Cyprus0.04%
- 🇮🇳 India0.04%
- 🇦🇺 Australia0.02%
- 🇵🇹 Portugal0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇧🇪 Belgium0%
- 🇳🇿 New Zealand0%
Dividends
Dividend Yield
0.45%
346 out of 667 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $CPINV.BR (10.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CIB | 0.05% | 10.66% | $3.37 |
 MSFT | 0.01% | 0.74% | $3 |
 DB | 0.01% | 2.13% | $0.49 |
 AU | 0.01% | 2.58% | $0.22 |
 BMPS.MI | 0.01% | 10.28% | $0.25 |
 TTE.PA | 0.01% | 6.13% | $3.06 |
 CALM | 0.01% | 9.85% | $1.87 |
 SAN | 0.01% | 1.6% | $0.13 |
 ISP.MI | 0.01% | 6.19% | $0.3 |
 NDA_SE.ST | 0.01% | 6.18% | $10.62 |
 GS | 0.01% | 1.57% | $11 |
 ARG.PA | 0.01% | 5.21% | $3.15 |
 GFI | 0.01% | 1.44% | $0.31 |
 TEN.MI | 0.01% | 4.39% | $0.55 |
 DTE.DE | 0.01% | 3.76% | $0.77 |
 BNP.PA | 0.01% | 6.3% | $4.6 |
 CS.PA | 0.01% | 5.28% | $1.98 |
 JOYY | 0.01% | 5.94% | $0.71 |
 INGA.NV | 0.01% | 4.54% | $1.11 |
 BAC | 0.01% | 1.95% | $0.96 |
 UNH | 0.01% | 2.56% | $7.74 |
 RR.L | 0.01% | 0.94% | - |
 NVO | 0.01% | 2.45% | $0.98 |
 B | 0.01% | 1.22% | $0.4 |
 IBE.MC | 0.01% | 2.86% | $0.45 |
 AVGO | 0.01% | 0.71% | $19.7 |
 DNB.OL | 0.01% | 6.05% | $16 |
 JPM | 0.01% | 1.82% | $4.4 |
 KPN.NV | 0.01% | 9.08% | $0.15 |
 NEM | 0.01% | 1.01% | $1.3 |
 IAG.L | 0.01% | 2.05% | - |
 GFC.PA | 0.01% | 6.86% | $5.3 |
 BN.PA | 0% | 2.79% | $2.1 |
 AXP | 0% | 0.83% | $2.6 |
 AEM | 0% | 0.96% | $1.6 |
 TSM | 0% | 0.92% | $1.74 |
 MO | 0% | 7.02% | $3.92 |
 NWG | 0% | 3.74% | $0.42 |
 BAER.ZU | 0% | 4.28% | $2.6 |
 JNJ | 0% | 2.4% | $4.81 |
 UCG.MI | 0% | 4.22% | $1.8 |
 BABA | 0% | 0.68% | $0.98 |
 QCOM | 0% | 1.96% | $3.25 |
 BP.L | 0% | 5.58% | $0.23 |
 RF.PA | 0% | 5.01% | $2.42 |
 SAF.PA | 0% | 0.99% | $2.2 |
 APH | 0% | 0.57% | $0.44 |
 KO | 0% | 2.89% | $1.89 |
 AAPL | 0% | 0.38% | $0.97 |
 EXC | 0% | 3.65% | $1.48 |
 GE | 0% | 0.47% | $0.44 |
 TEP.PA | 0% | 6.92% | $3.85 |
 LRCX | 0% | 0.59% | $8 |
 META | 0% | 0.32% | $1 |
 FER.MC | 0% | 1.29% | $0.59 |
 CAP.PA | 0% | 2.29% | $3.4 |
 EVRG | 0% | 3.65% | $2.54 |
 GOOGL | 0% | 0.27% | $0.2 |
 T | 0% | 4.56% | $1.11 |
 MU | 0% | 0.19% | $0.46 |
 CRM | 0% | 0.66% | $0.4 |
 01336.HK | 0% | 5.71% | $0.85 |
 9988.HK | 0% | 0.69% | $0.98 |
 GOOG | 0% | 0.27% | $0.2 |
 N91.L | 0% | 6.13% | $0.12 |
 JD.US | 0% | 3.38% | $0.74 |
 AIR.PA | 0% | 1.02% | $1.8 |
 SVT.L | 0% | 4.58% | $1.17 |
 AEE | 0% | 2.89% | $2.6 |
 KGC | 0% | 0.45% | $0.12 |
 BCS | 0% | 1.79% | $0.39 |
 BGEO.L | 0% | 3.1% | $0.99 |
 ENR.DE | 0% | 0.58% | - |
 GAW.L | 0% | 2.17% | $5.5 |
 AMGN | 0% | 2.99% | $8.76 |
 ITW | 0% | 2.41% | $5.6 |
 MC.PA | 0% | 2.08% | $13 |
 NEXI.MI | 0% | 6.21% | - |
 RACE | 0% | 0.96% | $2.64 |
 NWG.L | 0% | 3.97% | $0.17 |
 V | 0% | 0.71% | $2.01 |
 NTES | 0% | 2.18% | $2.58 |
 NEE | 0% | 2.79% | $1.97 |
 RWE.DE | 0% | 2.52% | $1 |
 ASML.NV | 0% | 0.7% | $6.1 |
 BTRW.L | 0% | 4.92% | $0.28 |
 2318.HK | 0% | 4.3% | $2.63 |
 LDO.MI | 0% | 1.08% | $0.28 |
 TMUS | 0% | 1.93% | $1.95 |
 ENI.MI | 0% | 6.42% | $0.94 |
 0700.HK | 0% | 0.75% | $3.4 |
 HWM | 0% | 0.22% | $0.19 |
 UWMC | 0% | 7.59% | $0.4 |
 AMAT | 0% | 0.7% | $1.44 |
 AEP | 0% | 3.24% | $3.47 |
 SSE.L | 0% | 3.02% | $0.6 |
 CSCO | 0% | 2.09% | $1.58 |
 ORCL | 0% | 1.08% | $1.6 |
 ASML | 0% | 0.58% | $5.57 |
 BBY.L | 0% | 1.79% | $0.12 |
 GBF.DE | 0% | 2.21% | $1.8 |
 BIM.PA | 0% | 0.84% | $0.85 |
 ERIC-B.ST | 0% | 3.19% | $2.7 |
 ACN | 0% | 2.22% | $4.99 |
 LIN | 0% | 1.44% | $5.33 |
 QFIN | 0% | 7.46% | $1.06 |
 PGR | 0% | 5.92% | $1.15 |
 NOKIA.HE | 0% | 2.65% | $0.13 |
 2628.HK | 0% | 2.64% | $0.47 |
 BARC.L | 0% | 1.87% | $0.08 |
 UPS | 0% | 6.55% | $6.5 |
 ALV.DE | 0% | 4.02% | $13.8 |
 VIPS | 0% | 2.36% | $0.41 |
 BA.L | 0% | 2.01% | $0.3 |
 PBR | 0% | 10.52% | $1.73 |
 NXPI | 0% | 1.75% | $4.06 |
 2601.HK | 0% | 3.33% | $1.12 |
 SREN.ZU | 0% | 4.6% | $6.22 |
 NDA.DE | 0% | 1.37% | $1.4 |
 MA | 0% | 0.56% | $2.46 |
 STAN.L | 0% | 1.74% | $0.22 |
 RHM.DE | 0% | 0.52% | $5.7 |
 GRG.L | 0% | 4.15% | $0.6 |
 1299.HK | 0% | 2.23% | $1.61 |
 HO.PA | 0% | 1.64% | $3.4 |
 PRU | 0% | 4.61% | $5.1 |
 TJX | 0% | 1.09% | $1.42 |
 HOT.DE | 0% | 1.55% | $4.4 |
 GEN | 0% | 1.82% | $0.5 |
 PUK | 0% | 1.57% | $0.41 |
 SAP.DE | 0% | 1.12% | $2.2 |
 LEN | 0% | 1.67% | $1.75 |
 ATE.PA | 0% | 2.06% | $1.5 |
 HEI.DE | 0% | 1.48% | $3 |
 MTCH | 0% | 2.34% | - |
 FIX | 0% | 0.2% | $1.02 |
 SWKS | 0% | 4.23% | $2.72 |
 P911.DE | 0% | 5.02% | $2.31 |
 SRP.L | 0% | 1.67% | $0.03 |
 HD | 0% | 2.58% | $8.52 |
 ABBN.ZU | 0% | 1.53% | $0.87 |
 TXN | 0% | 3.08% | $5.14 |
 NRG | 0% | 1.1% | $1.57 |
 AAF.L | 0% | 1.6% | $0.05 |
 MRO.L | 0% | 1.14% | $0.05 |
 QSR | 0% | 3.51% | $2.26 |
 PBR.A | 0% | 10.05% | $2.21 |
 FRES.L | 0% | 1.23% | $0.05 |
 WDC | 0% | 0.18% | - |
 MCHP | 0% | 2.71% | $1.75 |
 MNDI.L | 0% | 6.87% | $0.62 |
 TEMN.ZU | 0% | 1.71% | $1.2 |
 AM.PA | 0% | 1.73% | $3.37 |
 ECL | 0% | 1.03% | $2.24 |
 CRBG | 0% | 2.97% | $0.92 |
 TEL.US | 0% | 1.21% | $3.9 |
 ENEL.MI | 0% | 5.48% | $0.43 |
 EBAY | 0% | 1.4% | $1.04 |
 LMT | 0% | 2.77% | $12.45 |
 WM | 0% | 1.52% | $2.9 |
 NVDA | 0% | 0.02% | $0.02 |
 AMS.MC | 0% | 1.81% | $1 |
 MET | 0% | 2.72% | $2.11 |
 SGE.L | 0% | 2.02% | $0.2 |
 LOGN.ZU | 0% | 1.42% | $1.06 |
 SMSN.L | 0% | 1.2% | $23.68 |
 SPGI | 0% | 0.77% | $3.62 |
 G24.DE | 0% | 1.52% | $1.2 |
 SNR.L | 0% | 1.31% | $0.02 |
 MTX.DE | 0% | 0.62% | $2 |
 BESI.NV | 0% | 1.65% | $2.15 |
 UNM | 0% | 2.29% | $1.46 |
 AIG | 0% | 2.04% | $1.48 |
 LHX | 0% | 1.67% | $4.6 |
 GD | 0% | 1.77% | $5.48 |
 RTX | 0% | 1.48% | $2.44 |
 WKL.NV | 0% | 2.64% | $2.08 |
 AFL | 0% | 2.12% | $1.84 |
 PG | 0% | 2.9% | $3.83 |
 NKE | 0% | 2.37% | $1.45 |
 01211.HK | 0% | 1.51% | $3.41 |
 THEON.NV | 0% | 1.12% | - |
 EG | 0% | 2.46% | $7.25 |
 PEP | 0% | 3.73% | $5.15 |
 CI | 0% | 2.19% | $5.26 |
 FDX | 0% | 2.04% | $5.16 |
 EQH | 0% | 2.18% | $0.9 |
 ALL | 0% | 1.91% | $3.62 |
 HON | 0% | 2.34% | $4.27 |
 ELV | 0% | 1.9% | $6.22 |
 SONY | 0% | 0.39% | $0.49 |
 PRY.MI | 0% | 0.95% | $0.7 |
 LLY | 0% | 0.59% | $4.86 |
 9618.HK | 0% | 3.42% | $2.97 |
 ADI | 0% | 1.41% | $3.56 |
 NOC | 0% | 1.57% | $7.67 |
 HIG | 0% | 1.58% | $1.84 |
 R3NK.DE | 0% | 0.78% | - |
 LHA.DE | 0% | 3.53% | $0.3 |
 TRV | 0% | 1.52% | $4.05 |
 SIKA.ZU | 0% | 2.21% | $3.3 |
 GPRK | 0% | 6.51% | $0.55 |
 KLIC | 0% | 1.72% | $0.79 |
 MRK | 0% | 3.29% | $3.04 |
 INTU | 0% | 0.69% | $3.6 |
 IFX.DE | 0% | 0.98% | $0.35 |
 BAB.L | 0% | 0.56% | $0.02 |
 VG | 0% | 1.11% | - |
 CB | 0% | 1.24% | $3.49 |
 IDR.MC | 0% | 0.41% | $0.2 |
 CAT | 0% | 1% | $5.31 |
 SZG.DE | 0% | 0.48% | $0.45 |
 MPWR | 0% | 0.65% | $4.5 |
 RGA | 0% | 1.8% | $3.4 |
 MUR | 0% | 4.04% | $1.15 |
 KLAC | 0% | 0.6% | $5.65 |
 COA.L | 0% | 2.96% | $0.02 |
 MMC | 0% | 1.84% | $2.84 |
 CVS | 0% | 3.34% | $2.54 |
 FII.PA | 0% | 0.77% | - |
 WMT | 0% | 0.81% | $0.81 |
 AIZ | 0% | 1.42% | $2.86 |
 EPC | 0% | 3.45% | $0.6 |
 CPINV.BR | 0% | 10.72% | - |
 ASM.NV | 0% | 0.58% | $2.75 |
 HAG.DE | 0% | 0.69% | $0.4 |
 FIS | 0% | 2.41% | $1.76 |
 IRE.MI | 0% | 5.1% | $0.11 |
 HPQ | 0% | 4.77% | $1.1 |
 EA | 0% | 0.37% | $0.76 |
 SCT.L | 0% | 2.01% | $0.26 |
 CL | 0% | 2.63% | $1.96 |
 KOG.OL | 0% | 0.99% | - |
 WTW | 0% | 1.12% | $3.44 |
 ETN | 0% | 1.25% | $3.6 |
 COL.MC | 0% | 4.66% | $0.22 |
 EXPE | 0% | 0.57% | - |
 DSY.PA | 0% | 1.1% | $0.23 |
 KBR | 0% | 1.53% | $0.57 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 3888.HK | 0% | 0.53% | $0.14 |
 ENGI.PA | 0% | 6.8% | $1.43 |
 PH | 0% | 0.79% | $6.07 |
 BKNG | 0% | 0.7% | $17.5 |
 HXL | 0% | 0.93% | $0.55 |
 BAS.DE | 0% | 5.09% | $3.4 |
 ENTG | 0% | 0.45% | $0.4 |
 HOC.L | 0% | 0.47% | - |
 LAND.L | 0% | 7.01% | $0.4 |
 COST | 0% | 0.59% | $19.22 |
 MDT.US | 0% | 2.88% | $2.77 |
 DOC | 0% | 7.37% | $1.2 |
 CVE | 0% | 3.2% | $0.44 |
 1876.HK | 0% | 5.61% | - |
 GL | 0% | 0.77% | $0.93 |
 CARR | 0% | 1.75% | $0.76 |
 BVI.PA | 0% | 3.44% | $0.83 |
 AJG | 0% | 1.02% | $2.3 |
 VZ | 0% | 6.67% | $2.66 |
 NOVO-B.CO | 0% | 3.68% | $9.4 |
 EQT | 0% | 1.17% | $0.62 |
 CLN.ZU | 0% | 5.77% | $0.42 |
 WWD | 0% | 0.37% | $0.94 |
 AON | 0% | 0.83% | $2.52 |
 BLND.L | 0% | 5.99% | $0.23 |
 BRO | 0% | 0.75% | $0.51 |
 CP | 0% | 0.84% | $0.56 |
 DKS | 0% | 2.28% | $4.2 |
 PYPL | 0% | 0.23% | - |
 MCK | 0% | 0.37% | $2.48 |
 EDP.LSB | 0% | 5.28% | $0.2 |
 CPB | 0% | 5.53% | $1.48 |
 AEG | 0% | 4.95% | $0.28 |
 GPC | 0% | 3.13% | $3.9 |
 CRH.L | 0% | 1.15% | $1.61 |
 SAN.PA | 0% | 4.86% | $3.76 |
 VIE.PA | 0% | 4.78% | $1.25 |
 TCOM.CH | 0% | 0.4% | - |
 RNR | 0% | 0.59% | $1.54 |
 DIS | 0% | 0.9% | $0.75 |
 WRB.US | 0% | 0.51% | $0.45 |
 SON.LS | 0% | 3.67% | - |
 RMS.PA | 0% | 1.21% | $25 |
 LOGI | 0% | 1.42% | $1.18 |
 DUK | 0% | 3.63% | $4.1 |
 EOAN.DE | 0% | 3.58% | $0.53 |
 SBUX | 0% | 2.88% | $2.24 |
 ITM.MI | 0% | 3.33% | $0.8 |
 EXENS.PA | 0% | 0.22% | - |
 TER | 0% | 0.25% | $0.46 |
 DHI | 0% | 1.06% | $1.15 |
 HDB | 0% | 0.89% | $0.6 |
 INFY | 0% | 2.48% | $0.39 |
 MRVL | 0% | 0.28% | $0.24 |
 MONC.MI | 0% | 2.31% | $1.15 |
 WAB | 0% | 0.47% | $0.74 |
 SYF | 0% | 1.38% | $1 |
 RYAAY | 0% | 1.18% | $0.93 |
 SOON.ZU | 0% | 2.14% | $4.3 |
 AMP.MI | 0% | 2.09% | $0.29 |
 STX.US | 0% | 0.99% | $2.8 |
 OR.PA | 0% | 1.88% | $6.6 |
 CW | 0% | 0.17% | $0.81 |
 PCG | 0% | 0.82% | $0.03 |
 VST | 0% | 0.53% | $0.85 |
 LTMC.MI | 0% | 1.37% | $0.26 |
 CRS | 0% | 0.25% | $0.8 |
 BMNR | 0% | 0.03% | - |
 C | 0% | 2.05% | $2.12 |
 SAP | 0% | 0.78% | $1.73 |
 CTVA | 0% | 1.07% | $0.64 |
 BAYN.DE | 0% | 0.31% | $0.11 |
 COF | 0% | 1.09% | $2.4 |
 TXT | 0% | 0.09% | $0.08 |
 NTDOY | 0% | 0.76% | $0.24 |
 WTC.ASX | 0% | 0.31% | $0.16 |
 GM | 0% | -0.7% | $-0.42 |
 GEV | 0% | -0.26% | - |
 TPR | 0% | -1.21% | $-1.4 |
 IR | 0% | -0.1% | $-0.08 |
 FCX | 0% | -1.25% | $-0.6 |
 KNSL | 0% | -0.17% | $-0.58 |
 MRP | 0% | -5.72% | - |
 PRX.NV | 0% | -0.38% | $-0.07 |
 AVY | 0% | -2.02% | $-3.31 |
 DE | 0% | -1.33% | $-5.76 |
 XOM | 0% | -3.42% | $-3.76 |
 EMN | 0% | -5.24% | $-3.22 |
 CVX | 0% | -4.6% | $-6.28 |
 DD | 0% | -3.53% | $-1.48 |
 GWW | 0% | -0.86% | $-7.63 |
 LII | 0% | -1.02% | $-4.45 |
 SAIC | 0% | -1.47% | $-1.48 |
 CSL | 0% | -1.27% | $-3.4 |
 LPX | 0% | -1.3% | $-1 |
 HLNE | 0% | -1.64% | $-1.82 |
 HRI | 0% | -1.83% | $-2.59 |
 RPM | 0% | -1.96% | $-1.8 |
 BDX | 0% | -2.08% | $-3.76 |
 ERIE | 0% | -1.95% | $-5.01 |
 ABM | 0% | -2.27% | $-0.89 |
 EQIX | 0% | -2.48% | $-16.19 |
 AVB | -0.01% | -3.96% | $-6.7 |
 AKR | -0.01% | -4% | $-0.72 |
 RHP | -0.01% | -4.74% | $-4.3 |
 ITUB | -0.03% | -6.11% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DUK | Pay Day | Dec 16, 2025 | $1.06 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
 MOO | Pay Day | Dec 24, 2025 | $0.00 |
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
GS | Pay Day | Dec 30, 2025 | $4.00 |
TTE.PA | Ex-Dividend | Dec 31, 2025 | $1.00 |
AEE | Pay Day | Dec 31, 2025 | $0.71 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TTE.PA | Pay Day | Jan 5, 2026 | $1.00 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.3/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-9.07
-9.07
-10
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-9.07
-9.07
-10
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.75
High:
INTC
3,566.98INTCLow:
HUBS
-5,409.21HUBSDetails
PEG Ratio
192.37
High:
RMS.PA
9,248.58RMS.PALow:HUBS
-7,181.24HUBSDetails
Price/Book
10.48
High:
APP
154.04APPLow:
STX.US
-974.92STX.USDetails
Price/Sales
8.57
High:
RGTI
1,120.71RGTILow:
NEXT
-NEXTDetails
Price/CF
24.54
High:
MSTR
7,511.07MSTRLow:
2628.HK
0.772628.HKDetails
Price/FCF
49.38
High:
PEP
5,253.35PEPLow:
UWMC
0.04UWMCDetails
P/E Ratio
34.75
High:INTC
3,566.98INTCLow:HUBS
-5,409.21HUBSDetails
PEG Ratio
192.37
High:RMS.PA
9,248.58RMS.PALow:HUBS
-7,181.24HUBSDetails
Price/Book
10.48
High:APP
154.04APPLow:STX.US
-974.92STX.USDetails
Price/Sales
8.57
High:RGTI
1,120.71RGTILow:NEXT
-NEXTDetails
Price/CF
24.54
High:MSTR
7,511.07MSTRLow:2628.HK
0.772628.HKDetails
Price/FCF
49.38
High:PEP
5,253.35PEPLow:UWMC
0.04UWMCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.3% | Dec 2024 | Sep 2025 | 9 |
-11.25% | Apr 2024 | Nov 2024 | 7 |
-10.28% | Dec 2022 | Dec 2023 | 12 |
-3.18% | Nov 2025 | - | 2 |