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+0.04%
This Month
+0.04%
Year To Date
+48.77%
2 Years
+47.28%
5 Years
+53.5%
10 Years
+8.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs82.35%
- 🖥️ Technology Services7.37%
- 💻 Electronic Technology4.56%
- 🪙 Cryptocurrencies2.13%
- 💰 Finance1.2%
- 🛍️ Retail Trade0.95%
- 🚗 Consumer Durables0.9%
- 🚚 Transportation0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.34%
- 🇬🇧 LSE21.11%
- 🇺🇸 Nasdaq15.83%
- 🇩🇪 Xetra ETFs15.64%
- 🇺🇸 Chicago Board Options Exchange6.84%
- 🌍 Digital Currency2.13%
- 🇮🇹 Borsa Italiana0.59%
- 🇩🇪 FRA0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.12%
- 🇮🇹 Italy0.59%
- 🇩🇪 Germany0.52%
- 🇹🇼 Taiwan0.26%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.12%
12 out of 53 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HPQ (5.87%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-4.92
-4.92
-5
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-4.92
-4.92
-5
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
-0.86
-0.86
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.43
High:
PLTR
394.13PLTRLow:
MSTR
7.45MSTRDetails
PEG Ratio
143.78
High:
META
433.38METALow:MSTR
0.54MSTRDetails
Price/Book
13.38
High:PLTR
60.95PLTRLow:
HPQ
-52.71HPQDetails
Price/Sales
11.35
High:PLTR
111.21PLTRLow:HPQ
0.34HPQDetails
Price/CF
29.1
High:MSTR
7,511.07MSTRLow:
BPE.MI
3.95BPE.MIDetails
Price/FCF
60.78
High:MSTR
1,187.5MSTRLow:BPE.MI
4.66BPE.MIDetails
P/E Ratio
36.43
High:PLTR
394.13PLTRLow:MSTR
7.45MSTRDetails
PEG Ratio
143.78
High:META
433.38METALow:MSTR
0.54MSTRDetails
Price/Book
13.38
High:PLTR
60.95PLTRLow:HPQ
-52.71HPQDetails
Price/Sales
11.35
High:PLTR
111.21PLTRLow:HPQ
0.34HPQDetails
Price/CF
29.1
High:MSTR
7,511.07MSTRLow:BPE.MI
3.95BPE.MIDetails
Price/FCF
60.78
High:MSTR
1,187.5MSTRLow:BPE.MI
4.66BPE.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.57% | Jan 2022 | Feb 2024 | 25 |
-7.76% | Feb 2025 | Jun 2025 | 4 |
-6.09% | Apr 2024 | Jun 2024 | 2 |
-5.11% | Feb 2021 | Jun 2021 | 4 |
-4.02% | Sep 2021 | Oct 2021 | 1 |
-2.29% | Oct 2020 | Nov 2020 | 1 |
-1.9% | Dec 2024 | Jan 2025 | 1 |
-0.69% | Nov 2021 | Dec 2021 | 1 |
-0.58% | Nov 2025 | - | 3 |
-0.26% | Oct 2024 | Nov 2024 | 1 |