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-4%
This Month
-4.76%
Year To Date
+36.5%
2 Years
+72.05%
5 Years
+72.05%
10 Years
+12.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.63%
- 🖥️ Technology Services22.25%
- 🪨 Non Energy Minerals15.68%
- 💰 Finance10.98%
- 💼 Commercial Services9.77%
- 🛍️ Retail Trade7.64%
- 🚚 Transportation6.37%
- 💵 Cash2.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.05%
- 🇺🇸 NYSE41.64%
- 🇬🇧 LSE2.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.65%
- 🇨🇦 Canada15.68%
- 🇬🇧 United Kingdom10.98%
Dividends
Dividend Yield
0.59%
10 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HSBC (4.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.7/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
0.22
0.22
-2
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.16
High:
MU
38.1MULow:
ACHR
-6.83ACHRDetails
PEG Ratio
87.19
High:
UBER
555.04UBERLow:ACHR
-22.06ACHRDetails
Price/Book
9.04
High:
AAPL
43.77AAPLLow:
HSBC
1.69HSBCDetails
Price/Sales
7.16
High:ACHR
16,098.64ACHRLow:
PYPL
1.32PYPLDetails
Price/CF
20.17
High:
NVDA
44.64NVDALow:HSBC
3.89HSBCDetails
Price/FCF
45.36
High:
AMZN
325.85AMZNLow:HSBC
5.09HSBCDetails
P/E Ratio
29.16
High:MU
38.1MULow:ACHR
-6.83ACHRDetails
PEG Ratio
87.19
High:UBER
555.04UBERLow:ACHR
-22.06ACHRDetails
Price/Book
9.04
High:AAPL
43.77AAPLLow:HSBC
1.69HSBCDetails
Price/Sales
7.16
High:ACHR
16,098.64ACHRLow:PYPL
1.32PYPLDetails
Price/CF
20.17
High:NVDA
44.64NVDALow:HSBC
3.89HSBCDetails
Price/FCF
45.36
High:AMZN
325.85AMZNLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.26% | Dec 2021 | Feb 2024 | 26 |
-8.07% | Nov 2025 | - | 5 |
-5.37% | Feb 2025 | May 2025 | 3 |
-4.98% | Sep 2021 | Oct 2021 | 1 |
-3.28% | Apr 2024 | May 2024 | 1 |
-2.61% | Jun 2024 | Sep 2024 | 3 |
-1.17% | Oct 2024 | Nov 2024 | 1 |
-0.51% | Dec 2024 | Jan 2025 | 1 |