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-1.17%
This Month
-10.4%
Year To Date
+28.94%
2 Years
+6.98%
5 Years
+5.82%
10 Years
+1.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.1%
- 💻 Electronic Technology18.17%
- 🪙 Cryptocurrencies15.33%
- 🛍️ Retail Trade8.6%
- 🧩 Miscellaneous7.15%
- 💰 Finance6.56%
- 💼 Commercial Services5.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.66%
- 🌍 Digital Currency15.33%
- 🇸🇪 Stockholm Stock Exchange13.63%
- 🇬🇧 LSE11.65%
- 🇺🇸 NYSE11.31%
- 🇳🇱 Euronext Amsterdam7.42%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.7%
- 🇸🇪 Sweden13.63%
- 🇬🇧 United Kingdom11.65%
- 🇳🇱 Netherlands7.42%
- 🇨🇦 Canada3.72%
- 🇹🇼 Taiwan3.55%
Dividends
Dividend Yield
1.09%
9 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EVO.ST (5.59%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-7.45
-7.45
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.15
0.15
0
1
2
3
3
Jensen's Alpha
-7.45
-7.45
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.37
High:
SHOP
127.46SHOPLow:
MDB
-368.49MDBDetails
PEG Ratio
50.28
High:
NOW
301.69NOWLow:MDB
-538.16MDBDetails
Price/Book
6.88
High:
ASML.NV
23.79ASML.NVLow:
MSTR
0.97MSTRDetails
Price/Sales
5.77
High:MSTR
84.8MSTRLow:
AMZN
3.16AMZNDetails
Price/CF
20.26
High:MSTR
7,511.07MSTRLow:
KNSL
8.68KNSLDetails
Price/FCF
74.26
High:MSTR
1,187.5MSTRLow:KNSL
9.3KNSLDetails
P/E Ratio
30.37
High:SHOP
127.46SHOPLow:MDB
-368.49MDBDetails
PEG Ratio
50.28
High:NOW
301.69NOWLow:MDB
-538.16MDBDetails
Price/Book
6.88
High:ASML.NV
23.79ASML.NVLow:MSTR
0.97MSTRDetails
Price/Sales
5.77
High:MSTR
84.8MSTRLow:AMZN
3.16AMZNDetails
Price/CF
20.26
High:MSTR
7,511.07MSTRLow:KNSL
8.68KNSLDetails
Price/FCF
74.26
High:MSTR
1,187.5MSTRLow:KNSL
9.3KNSLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.05% | Jul 2021 | Jul 2025 | 48 |
-16.61% | Nov 2025 | - | 5 |
-8.91% | Mar 2020 | Nov 2020 | 8 |
-1.1% | Jan 2021 | Feb 2021 | 1 |