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-0.14%
This Month
+9.71%
Year To Date
+34.2%
2 Years
+32.72%
5 Years
+40.09%
10 Years
+6.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs59.57%
- 💵 Cash18.93%
- 💰 Finance8.05%
- 🖥️ Technology Services5.44%
- 💻 Electronic Technology4.32%
- 🚚 Transportation1.84%
- 🛍️ Retail Trade1.31%
- 🪨 Non Energy Minerals1.02%
- 🍞 Consumer Non Durables0.36%
- 🧬 Health Technology0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE71.12%
- 🇺🇸 Nasdaq7.2%
- 🇬🇧 LSE3.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.09%
- 🇬🇧 United Kingdom4.77%
- 🇨🇦 Canada1.02%
- 🇯🇵 Japan0.81%
Dividends
Dividend Yield
0.22%
15 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IAG.L (2.04%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS | Pay Day | Dec 30, 2025 | $4.00 |
Performance Metrics
Score 3.2/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-4.83
-4.83
-5
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-4.83
-4.83
-5
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.34
High:
ANET
47.91ANETLow:
SNOW
-53.35SNOWDetails
PEG Ratio
110.93
High:
META
464.56METALow:
UBER
3.79UBERDetails
Price/Book
7.45
High:
AAPL
54.92AAPLLow:
BCS
1BCSDetails
Price/Sales
6.51
High:
NVDA
23.06NVDALow:
IAG.L
0.76IAG.LDetails
Price/CF
20.46
High:SNOW
106.88SNOWLow:IAG.L
3.78IAG.LDetails
Price/FCF
40.5
High:
AMZN
225.5AMZNLow:
GS
4.8GSDetails
P/E Ratio
29.34
High:ANET
47.91ANETLow:SNOW
-53.35SNOWDetails
PEG Ratio
110.93
High:META
464.56METALow:UBER
3.79UBERDetails
Price/Book
7.45
High:AAPL
54.92AAPLLow:BCS
1BCSDetails
Price/Sales
6.51
High:NVDA
23.06NVDALow:IAG.L
0.76IAG.LDetails
Price/CF
20.46
High:SNOW
106.88SNOWLow:IAG.L
3.78IAG.LDetails
Price/FCF
40.5
High:AMZN
225.5AMZNLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.96% | Sep 2021 | Feb 2024 | 29 |
-10.67% | Dec 2024 | Aug 2025 | 8 |
-5.09% | Apr 2024 | Jun 2024 | 2 |
-2.59% | Oct 2020 | Nov 2020 | 1 |
-1.7% | Jan 2021 | Feb 2021 | 1 |
-1.43% | Oct 2024 | Nov 2024 | 1 |
-1.04% | Nov 2025 | - | 2 |
-0.48% | Mar 2021 | Apr 2021 | 1 |
-0.17% | Jul 2024 | Aug 2024 | 1 |
-0.16% | Jul 2021 | Aug 2021 | 1 |