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+0.48%
This Month
+18.69%
Year To Date
+48.53%
2 Years
+47.94%
5 Years
+53.5%
10 Years
+8.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs81.99%
- 🖥️ Technology Services7.07%
- 💻 Electronic Technology4.47%
- 🪙 Cryptocurrencies2.39%
- 🚗 Consumer Durables1.24%
- 🛍️ Retail Trade1.19%
- 💰 Finance1.13%
- 🚚 Transportation0.51%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.88%
- 🇬🇧 LSE21.02%
- 🇺🇸 Nasdaq16.2%
- 🇩🇪 Xetra ETFs15.73%
- 🇺🇸 Chicago Board Options Exchange6.75%
- 🌍 Digital Currency2.39%
- 🇮🇹 Borsa Italiana0.53%
- 🇩🇪 FRA0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.54%
- 🇮🇹 Italy0.53%
- 🇩🇪 Germany0.51%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
0.12%
9 out of 48 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $HPQ (4.51%)
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
-4.96
-4.96
-5
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
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
-4.96
-4.96
-5
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
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 weighted open stock positions
P/E Ratio
37.85
High:
TSLA
304.02TSLALow:
HPQ
9.76HPQDetails
PEG Ratio
149.04
High:
META
483.07METALow:
AMZN
63.96AMZNDetails
Price/Book
14.07
High:
AAPL
55.86AAPLLow:HPQ
-27HPQDetails
Price/Sales
11.31
High:
NVDA
23.86NVDALow:HPQ
0.44HPQDetails
Price/CF
29.16
High:TSLA
99.57TSLALow:
BPE.MI
3.95BPE.MIDetails
Price/FCF
60.43
High:
BLK
262.72BLKLow:BPE.MI
4.66BPE.MIDetails
P/E Ratio
37.85
High:TSLA
304.02TSLALow:HPQ
9.76HPQDetails
PEG Ratio
149.04
High:META
483.07METALow:AMZN
63.96AMZNDetails
Price/Book
14.07
High:AAPL
55.86AAPLLow:HPQ
-27HPQDetails
Price/Sales
11.31
High:NVDA
23.86NVDALow:HPQ
0.44HPQDetails
Price/CF
29.16
High:TSLA
99.57TSLALow:BPE.MI
3.95BPE.MIDetails
Price/FCF
60.43
High:BLK
262.72BLKLow: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 | - | 2 |
-0.26% | Oct 2024 | Nov 2024 | 1 |