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+1.59%
This Month
-15.13%
Year To Date
+36.85%
2 Years
+36.85%
5 Years
+36.85%
10 Years
+21.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40.65%
- 💰 Finance13.37%
- 💵 Cash11.97%
- 🖥️ Technology Services10.06%
- 🚗 Consumer Durables9.81%
- 🛍️ Retail Trade7.83%
- 🪙 Cryptocurrencies4.18%
- 🏥 Health Services1.99%
- 🍞 Consumer Non Durables1.46%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq74.98%
- 🌍 Digital Currency4.18%
- 🇬🇧 LSE3.85%
- 🇺🇸 NYSE3.45%
- 🇫🇮 Helsinki Stock Exchange2.9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.43%
- 🇬🇧 United Kingdom3.85%
- 🇫🇮 Finland2.9%
Dividends
Performance Metrics
Score 5.6/10
Beta
2.31
2.31
0
0.8
1.2
0
3
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Beta
2.31
2.31
0
0.8
1.2
0
3
Sharpe Ratio
0.77
0.77
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
1.56
1.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
1.25
1.25
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
41.26
High:
TSLA
335.12TSLALow:
SMCI
17.24SMCIDetails
PEG Ratio
60.14
High:
AMZN
100.97AMZNLow:
AMD
50.37AMDDetails
Price/Book
6.78
High:TSLA
16.47TSLALow:
SOFI
1.92SOFIDetails
Price/Sales
5.79
High:TSLA
13.46TSLALow:SMCI
0.57SMCIDetails
Price/CF
24.23
High:TSLA
107.92TSLALow:
META
14.62METADetails
Price/FCF
83.23
High:
NKE
947.69NKELow:
WISE.L
18WISE.LDetails
P/E Ratio
41.26
High:TSLA
335.12TSLALow:SMCI
17.24SMCIDetails
PEG Ratio
60.14
High:AMZN
100.97AMZNLow:AMD
50.37AMDDetails
Price/Book
6.78
High:TSLA
16.47TSLALow:SOFI
1.92SOFIDetails
Price/Sales
5.79
High:TSLA
13.46TSLALow:SMCI
0.57SMCIDetails
Price/CF
24.23
High:TSLA
107.92TSLALow:META
14.62METADetails
Price/FCF
83.23
High:NKE
947.69NKELow:WISE.L
18WISE.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.83% | Nov 2025 | - | 6 |
-13.43% | Feb 2025 | Jun 2025 | 4 |
-3.28% | Dec 2024 | Jan 2025 | 1 |
-1.32% | Aug 2025 | Sep 2025 | 1 |