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-2.79%
This Month
-11.2%
Year To Date
+51.22%
2 Years
+30.89%
5 Years
+71.6%
10 Years
+10.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade18.81%
- 💰 Finance17.24%
- 🚚 Transportation10.97%
- 🍞 Consumer Non Durables10.32%
- 💻 Electronic Technology7.55%
- 🖥️ Technology Services7.51%
- 🪙 Cryptocurrencies5.65%
- 💵 Cash5.25%
- 💇♀️ Consumer Services3.81%
- 🏭 Industrial Services3.71%
- 💼 Commercial Services3.62%
- 🪨 Non Energy Minerals2.11%
- 🧬 Health Technology2.11%
- ⚡ Utilities1.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.8%
- 🇺🇸 Nasdaq38.47%
- 🌍 Digital Currency5.65%
- 🇳🇱 Euronext Amsterdam3.62%
- 🇩🇪 FRA2.5%
- 🇭🇰 Hong Kong Exchanges0.96%
- 🇫🇷 Euronext Paris0.73%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.75%
- 🇺🇾 Uruguay6.41%
- 🇰🇾 Cayman Islands6%
- 🇸🇬 Singapore5.43%
- 🇳🇱 Netherlands4.34%
- 🇨🇳 China4.3%
- 🇨🇦 Canada4.09%
- 🇨🇭 Switzerland2.86%
- 🇮🇪 Ireland2.78%
- 🇩🇪 Germany2.5%
- 🇮🇱 Israel1.46%
- 🇩🇰 Denmark0.15%
Dividends
Dividend Yield
0.33%
14 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BX (4.16%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.3/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
1.97
1.97
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
1.97
1.97
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
1.1
1.1
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.5
High:
AMD
76.4AMDLow:
DKNG
-647.07DKNGDetails
PEG Ratio
214.42
High:
ATI
1,232.78ATILow:DKNG
-642.17DKNGDetails
Price/Book
6.94
High:
BE
60.04BELow:
BKNG
-24.32BKNGDetails
Price/Sales
5.18
High:
CRWD
22.44CRWDLow:
DHER.DE
0.39DHER.DEDetails
Price/CF
21.8
High:BE
201.02BELow:
IBKR
1.19IBKRDetails
Price/FCF
54.97
High:
BABA
1,196.17BABALow:IBKR
1.2IBKRDetails
P/E Ratio
29.5
High:AMD
76.4AMDLow:DKNG
-647.07DKNGDetails
PEG Ratio
214.42
High:ATI
1,232.78ATILow:DKNG
-642.17DKNGDetails
Price/Book
6.94
High:BE
60.04BELow:BKNG
-24.32BKNGDetails
Price/Sales
5.18
High:CRWD
22.44CRWDLow:DHER.DE
0.39DHER.DEDetails
Price/CF
21.8
High:BE
201.02BELow:IBKR
1.19IBKRDetails
Price/FCF
54.97
High:BABA
1,196.17BABALow:IBKR
1.2IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.76% | Jul 2021 | Nov 2024 | 40 |
-22.31% | Nov 2020 | Jan 2021 | 2 |
-14.5% | Dec 2024 | Jun 2025 | 6 |
-14.45% | Nov 2025 | - | 5 |