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+3.56%
This Month
+24.9%
Year To Date
+73.78%
2 Years
+346.88%
5 Years
+418.47%
10 Years
+33.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services43.02%
- 💰 Finance41.45%
- ⛏️ Energy Minerals3.45%
- 💇♀️ Consumer Services3.12%
- 💻 Electronic Technology2.66%
- 🛍️ Retail Trade2.48%
- 🚚 Transportation2.05%
- 💵 Cash1.87%
- 👥 Copy Trading0.43%
- 🚗 Consumer Durables0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.07%
- 🇺🇸 NYSE32.6%
- 🇳🇱 Euronext Amsterdam14.45%
- 🇬🇧 LSE3.74%
- 🇩🇪 Xetra ETFs0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.18%
- 🇳🇱 Netherlands14.45%
- 🇬🇧 United Kingdom3.45%
- 🇸🇬 Singapore2.48%
Dividends
Dividend Yield
1.07%
7 out of 11 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ABN.NV (5.15%)
Performance Metrics
Score 9.1/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
3.75
3.75
0
1
2
4
4
Jensen's Alpha
21.04
21.04
-2
0
2
22
22
Omega Ratio
2.4
2.4
0
1
1.5
3
3
Treynor Ratio
2.99
2.99
0
0.75
1.25
3
3
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
2.1
2.1
0
0.3
0.6
3
3
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
1.28
1.28
0
0.5
1
2
2
Sortino Ratio
3.75
3.75
0
1
2
4
4
Jensen's Alpha
21.04
21.04
-2
0
2
22
22
Omega Ratio
2.4
2.4
0
1
1.5
3
3
Treynor Ratio
2.99
2.99
0
0.75
1.25
3
3
Information Ratio
0.96
0.96
0
0.3
0.6
1
1
Calmar Ratio
2.1
2.1
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.39
High:
SE
96.26SELow:
ABN.NV
9.2ABN.NVDetails
PEG Ratio
1,287.63
High:
AAPL
24,779.06AAPLLow:
DIS
12.88DISDetails
Price/Book
4.56
High:AAPL
54.11AAPLLow:ABN.NV
0.9ABN.NVDetails
Price/Sales
5.72
High:
META
10.76METALow:
UAL
0.6UALDetails
Price/CF
18.74
High:
BRK.B
38.23BRK.BLow:UAL
2.7UALDetails
Price/FCF
43.76
High:BRK.B
127.41BRK.BLow:UAL
6.44UALDetails
P/E Ratio
23.39
High:SE
96.26SELow:ABN.NV
9.2ABN.NVDetails
PEG Ratio
1,287.63
High:AAPL
24,779.06AAPLLow:DIS
12.88DISDetails
Price/Book
4.56
High:AAPL
54.11AAPLLow:ABN.NV
0.9ABN.NVDetails
Price/Sales
5.72
High:META
10.76METALow:UAL
0.6UALDetails
Price/CF
18.74
High:BRK.B
38.23BRK.BLow:UAL
2.7UALDetails
Price/FCF
43.76
High:BRK.B
127.41BRK.BLow:UAL
6.44UALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.64% | Feb 2022 | Jan 2023 | 11 |
-11.89% | Sep 2020 | Nov 2020 | 2 |
-10.09% | Feb 2020 | Jun 2020 | 4 |
-7.02% | Aug 2023 | Dec 2023 | 4 |
-5.9% | Feb 2025 | May 2025 | 3 |
-3.41% | Nov 2021 | Jan 2022 | 2 |
-1.51% | Jul 2021 | Aug 2021 | 1 |
-1.04% | Feb 2023 | Mar 2023 | 1 |
-1.02% | Apr 2024 | May 2024 | 1 |
-0.26% | Dec 2020 | Jan 2021 | 1 |