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+1.84%
This Month
+1.84%
Year To Date
+64.58%
2 Years
+61.44%
5 Years
+61.44%
10 Years
+25.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services14.77%
- 📊 ETFs14.09%
- 🧬 Health Technology13.05%
- 💰 Finance8.52%
- 🛍️ Retail Trade7.93%
- 💼 Commercial Services7.7%
- 🏥 Health Services6.83%
- 🍞 Consumer Non Durables6.76%
- 🚚 Transportation6.08%
- 🏭 Industrial Services5.73%
- 🪙 Cryptocurrencies5.02%
- 💵 Cash3.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.07%
- 🇺🇸 Nasdaq31.93%
- 🇬🇧 LSE13.47%
- 🇸🇪 Stockholm Stock Exchange6.99%
- 🌍 Digital Currency5.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.8%
- 🇰🇿 Kazakhstan8.52%
- 🇨🇳 China7.93%
- 🇮🇱 Israel7.78%
- 🇸🇪 Sweden6.99%
- 🇬🇧 United Kingdom6.76%
- 🇩🇰 Denmark6.58%
Dividends
Dividend Yield
1.51%
7 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NE (5.78%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
-0.44
-0.44
-1
0.8
1.2
-1
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.47
2.47
0
1
2
3
3
Jensen's Alpha
32.27
32.27
-2
0
2
33
33
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
-4.07
-4.07
-5
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
3.42
3.42
0
0.3
0.6
4
4
Beta
-0.44
-0.44
-1
0.8
1.2
-1
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.47
2.47
0
1
2
3
3
Jensen's Alpha
32.27
32.27
-2
0
2
33
33
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
-4.07
-4.07
-5
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
3.42
3.42
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
12.76
High:
HIMS
53HIMSLow:
KSPI
7.16KSPIDetails
PEG Ratio
224.07
High:KSPI
649.61KSPILow:
UBER
3.7UBERDetails
Price/Book
4.44
High:HIMS
11.23HIMSLow:
NE
1.21NEDetails
Price/Sales
1.63
High:
ZTS
5.75ZTSLow:
JD.US
0.24JD.USDetails
Price/CF
12.83
High:HIMS
43.85HIMSLow:KSPI
2.47KSPIDetails
Price/FCF
20.32
High:HIMS
121.5HIMSLow:KSPI
2.72KSPIDetails
P/E Ratio
12.76
High:HIMS
53HIMSLow:KSPI
7.16KSPIDetails
PEG Ratio
224.07
High:KSPI
649.61KSPILow:UBER
3.7UBERDetails
Price/Book
4.44
High:HIMS
11.23HIMSLow:NE
1.21NEDetails
Price/Sales
1.63
High:ZTS
5.75ZTSLow:JD.US
0.24JD.USDetails
Price/CF
12.83
High:HIMS
43.85HIMSLow:KSPI
2.47KSPIDetails
Price/FCF
20.32
High:HIMS
121.5HIMSLow:KSPI
2.72KSPIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.58% | Sep 2025 | - | 5 |
-7.51% | Dec 2024 | Jan 2025 | 1 |
-4.16% | Feb 2025 | Mar 2025 | 1 |
-1.78% | Feb 2024 | Nov 2024 | 9 |