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-3.33%
This Month
-11.48%
Year To Date
+28.24%
2 Years
-9.01%
5 Years
+837.52%
10 Years
+19.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services65.41%
- 🛍️ Retail Trade12.29%
- 📊 ETFs5.9%
- 💇♀️ Consumer Services4.66%
- ⛏️ Energy Minerals4.14%
- 🍞 Consumer Non Durables3.87%
- 💼 Commercial Services2.43%
- 🪙 Cryptocurrencies1.13%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.57%
- 🇺🇸 NYSE34.51%
- 🇬🇧 LSE8.62%
- 🌍 Digital Currency1.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.53%
- 🇬🇧 United Kingdom12.76%
- 🇮🇪 Ireland8.22%
- 🇺🇾 Uruguay7.52%
- 🇨🇦 Canada3.87%
- 🇮🇱 Israel1.91%
Dividends
Dividend Yield
0.84%
8 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SHEL (3.2%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
13.47
13.47
-2
0
2
14
14
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
13.47
13.47
-2
0
2
14
14
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.47
0.47
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.46
High:
Z
487.79ZLow:
ETOR
10.78ETORDetails
PEG Ratio
554
High:
ACN
3,346.96ACNLow:
DIS
12.18DISDetails
Price/Book
6.62
High:
RMV.L
39.86RMV.LLow:
SHEL
1.48SHELDetails
Price/Sales
6.12
High:
DDOG
13.34DDOGLow:SHEL
0.98SHELDetails
Price/CF
19.52
High:
RDDT
67.52RDDTLow:SHEL
5.22SHELDetails
Price/FCF
59.03
High:
AMZN
325.85AMZNLow:ETOR
9.25ETORDetails
P/E Ratio
25.46
High:Z
487.79ZLow:ETOR
10.78ETORDetails
PEG Ratio
554
High:ACN
3,346.96ACNLow:DIS
12.18DISDetails
Price/Book
6.62
High:RMV.L
39.86RMV.LLow:SHEL
1.48SHELDetails
Price/Sales
6.12
High:DDOG
13.34DDOGLow:SHEL
0.98SHELDetails
Price/CF
19.52
High:RDDT
67.52RDDTLow:SHEL
5.22SHELDetails
Price/FCF
59.03
High:AMZN
325.85AMZNLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.79% | Jul 2021 | Oct 2025 | 51 |
-44.24% | Feb 2018 | Aug 2020 | 30 |
-38.85% | Jan 2016 | May 2016 | 4 |
-31.83% | Apr 2015 | Dec 2015 | 8 |
-12.74% | Nov 2025 | - | 5 |
-5.7% | Jun 2016 | Jul 2016 | 1 |
-3.22% | Sep 2020 | Nov 2020 | 2 |
-2.15% | Apr 2021 | Jun 2021 | 2 |
-0.92% | Feb 2017 | Mar 2017 | 1 |
-0.91% | Sep 2017 | Oct 2017 | 1 |