Loading...
+0.62%
This Month
+26.82%
Year To Date
+74.02%
2 Years
+171.91%
5 Years
+359.93%
10 Years
+33.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology26.04%
- 🖥️ Technology Services23.28%
- 📊 ETFs18.8%
- 💰 Finance16.86%
- 💵 Cash9.31%
- 🚗 Consumer Durables4.73%
- 🍞 Consumer Non Durables4.19%
- 💇♀️ Consumer Services1.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.36%
- 🇺🇸 NYSE34.13%
- 🇳🇱 Euronext Amsterdam6.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.68%
- 🇳🇱 Netherlands6.77%
Dividends
Dividend Yield
0.43%
10 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $INGA.NV (4.68%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MSFT | Pay Day | Dec 11, 2025 | $0.91 |
Performance Metrics
Score 8.7/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
9.75
9.75
-2
0
2
10
10
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
1.27
1.27
0
0.5
1
2
2
Sortino Ratio
2.31
2.31
0
1
2
3
3
Jensen's Alpha
9.75
9.75
-2
0
2
10
10
Omega Ratio
2.16
2.16
0
1
1.5
3
3
Treynor Ratio
2.08
2.08
0
0.75
1.25
3
3
Information Ratio
0.87
0.87
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.24
High:
TSLA
304.02TSLALow:
INGA.NV
11.31INGA.NVDetails
PEG Ratio
175.85
High:
V
1,186.07VLow:
DIS
10.09DISDetails
Price/Book
9.29
High:
AAPL
55.86AAPLLow:INGA.NV
1.34INGA.NVDetails
Price/Sales
10.02
High:
NVDA
23.86NVDALow:DIS
2.02DISDetails
Price/CF
28.83
High:TSLA
99.57TSLALow:DIS
11.32DISDetails
Price/FCF
54.44
High:
KO
272.99KOLow:DIS
24.77DISDetails
P/E Ratio
34.24
High:TSLA
304.02TSLALow:INGA.NV
11.31INGA.NVDetails
PEG Ratio
175.85
High:V
1,186.07VLow:DIS
10.09DISDetails
Price/Book
9.29
High:AAPL
55.86AAPLLow:INGA.NV
1.34INGA.NVDetails
Price/Sales
10.02
High:NVDA
23.86NVDALow:DIS
2.02DISDetails
Price/CF
28.83
High:TSLA
99.57TSLALow:DIS
11.32DISDetails
Price/FCF
54.44
High:KO
272.99KOLow:DIS
24.77DISDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.52% | Dec 2021 | Jan 2024 | 25 |
-7.22% | Feb 2025 | Jun 2025 | 4 |
-5.39% | Sep 2021 | Oct 2021 | 1 |
-5.26% | Sep 2020 | Nov 2020 | 2 |
-2.78% | Apr 2024 | May 2024 | 1 |
-0.97% | Oct 2024 | Nov 2024 | 1 |
-0.87% | Jun 2020 | Jul 2020 | 1 |
-0.63% | May 2021 | Jun 2021 | 1 |
-0.21% | Jul 2024 | Aug 2024 | 1 |