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-9.56%
This Month
-6.66%
Year To Date
+41.61%
2 Years
-5.69%
5 Years
+305.47%
10 Years
+20%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services66.69%
- 🛍️ Retail Trade12.41%
- 📊 ETFs6.55%
- 💵 Cash5.4%
- 💼 Commercial Services2.9%
- 🍞 Consumer Non Durables2.52%
- 🏥 Health Services2.27%
- 🪙 Cryptocurrencies0.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.73%
- 🇺🇸 NYSE32.74%
- 🇬🇧 LSE7.87%
- 🌍 Digital Currency0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.92%
- 🇬🇧 United Kingdom7.87%
- 🇺🇾 Uruguay7.07%
- 🇮🇪 Ireland5.01%
- 🇨🇦 Canada2.52%
- 🇮🇱 Israel2.4%
Dividends
Dividend Yield
0.56%
7 out of 19 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ACN (3.55%)
Performance Metrics
Score 5.4/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
0.99
0.99
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
0.99
0.99
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.05
1.05
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.14
High:
DDOG
650.12DDOGLow:
LULU
9.39LULUDetails
PEG Ratio
365.52
High:
ACN
2,993.46ACNLow:
RDDT
10.93RDDTDetails
Price/Book
7.73
High:
RMV.L
41.31RMV.LLow:
Z
1.87ZDetails
Price/Sales
7.2
High:DDOG
24.2DDOGLow:
UNH
0.8UNHDetails
Price/CF
16.66
High:DDOG
38.68DDOGLow:
MELI
9.01MELIDetails
Price/FCF
58.77
High:
AMZN
325.85AMZNLow:
ETOR
9.45ETORDetails
P/E Ratio
27.14
High:DDOG
650.12DDOGLow:LULU
9.39LULUDetails
PEG Ratio
365.52
High:ACN
2,993.46ACNLow:RDDT
10.93RDDTDetails
Price/Book
7.73
High:RMV.L
41.31RMV.LLow:Z
1.87ZDetails
Price/Sales
7.2
High:DDOG
24.2DDOGLow:UNH
0.8UNHDetails
Price/CF
16.66
High:DDOG
38.68DDOGLow:MELI
9.01MELIDetails
Price/FCF
58.77
High:AMZN
325.85AMZNLow:ETOR
9.45ETORDetails
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 |
-14.13% | Nov 2025 | May 2026 | 6 |
-9.56% | Jun 2026 | - | 1 |
-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 |