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-0.4%
This Month
+4.6%
Year To Date
+38.48%
2 Years
+15.78%
5 Years
+31.86%
10 Years
+3.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.65%
- 🪙 Cryptocurrencies14.69%
- 🖥️ Technology Services11.36%
- 🧩 Miscellaneous8.28%
- 🍞 Consumer Non Durables6.3%
- 🛍️ Retail Trade5.87%
- 🚗 Consumer Durables3.84%
- 💻 Electronic Technology3.63%
- 💰 Finance1.69%
- 💼 Commercial Services0.21%
- 🛠️ Producer Manufacturing0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE18.14%
- 🇺🇸 Nasdaq15.32%
- 🌍 Digital Currency14.69%
- 🇭🇰 Hong Kong Exchanges2.84%
- 🇩🇪 FRA2.76%
- 🇨🇭 SIX2.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.5%
- 🇨🇳 China7.8%
- 🇩🇪 Germany3.13%
- 🇨🇭 Switzerland2.22%
- 🇮🇪 Ireland2.13%
- 🇳🇱 Netherlands0.95%
- 🇮🇱 Israel0.2%
- 🇨🇦 Canada0.1%
Dividends
Dividend Yield
0.56%
9 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WB (9.02%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
 NKE | Ex-Dividend | Dec 1, 2026 | $0.41 |
 KHC | Ex-Dividend | Dec 4, 2026 | $0.40 |
 VFC | Ex-Dividend | Dec 10, 2026 | $0.09 |
 PEGA | Ex-Dividend | Jan 1, 2027 | $0.03 |
 WB | Ex-Dividend | Apr 17, 2027 | $0.61 |
 NESN.ZU | Ex-Dividend | Apr 20, 2027 | $3.96 |
 BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
 03333.HK | Ex-Dividend | Jun 16, 2027 | $0.02 |
 VOW.DE | Ex-Dividend | Jun 19, 2027 | $6.04 |
Performance Metrics
Score 3/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-6.99
-6.99
-7
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-6.99
-6.99
-7
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.55
-0.55
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.48
High:
OKTA
131.87OKTALow:
OUST
-50.7OUSTDetails
PEG Ratio
0.79
High:
EPAM
3.02EPAMLow:
RUN
0.04RUNDetails
Price/Book
3.42
High:
JMIA
952.31JMIALow:
WIX
-2.34WIXDetails
Price/Sales
2.67
High:
SPCE
325.44SPCELow:03333.HK
0.0103333.HKDetails
Price/CF
13.99
High:
LMND
236.22LMNDLow:03333.HK
1.7403333.HKDetails
Price/FCF
67.2
High:BABA
1,196.17BABALow:WIX
4.35WIXDetails
P/E Ratio
27.48
High:OKTA
131.87OKTALow:OUST
-50.7OUSTDetails
PEG Ratio
0.79
High:EPAM
3.02EPAMLow:RUN
0.04RUNDetails
Price/Book
3.42
High:JMIA
952.31JMIALow:WIX
-2.34WIXDetails
Price/Sales
2.67
High:SPCE
325.44SPCELow:03333.HK
0.0103333.HKDetails
Price/CF
13.99
High:LMND
236.22LMNDLow:03333.HK
1.7403333.HKDetails
Price/FCF
67.2
High:BABA
1,196.17BABALow:WIX
4.35WIXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-50.22% | Jul 2021 | Aug 2025 | 49 |
-19.78% | Feb 2020 | Jan 2021 | 11 |
-12.66% | Jun 2026 | Aug 2026 | 2 |
-7.64% | Feb 2026 | May 2026 | 3 |
-1.88% | Oct 2025 | Jan 2026 | 3 |
-1.77% | Sep 2026 | - | 2 |