Loading...
+0.93%
This Month
-0.81%
Year To Date
+23.58%
2 Years
+19.15%
5 Years
+31.8%
10 Years
+5.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.73%
- 📈 Indexes25.04%
- 🛠️ Producer Manufacturing14.52%
- 🛍️ Retail Trade10.94%
- 🪙 Cryptocurrencies8.79%
- 💵 Cash7.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.67%
- 🌍 CFD25.04%
- 🇺🇸 NYSE14.52%
- 🌍 Digital Currency8.79%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.25%
- 🇨🇳 China10.94%
Dividends
Performance Metrics
Score 4.3/10
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-0.52
-0.52
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
0.23
0.23
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-0.52
-0.52
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.19
High:
XYL
32.97XYLLow:
JD.US
8.58JD.USDetails
PEG Ratio
202.61
High:XYL
459.5XYLLow:
MSFT
88.65MSFTDetails
Price/Book
7.48
High:MSFT
7.7MSFTLow:JD.US
1.18JD.USDetails
Price/Sales
8.35
High:MSFT
9.9MSFTLow:JD.US
0.21JD.USDetails
Price/CF
22.46
High:XYL
26.73XYLLow:JD.US
15.91JD.USDetails
Price/FCF
67.51
High:MSFT
69.19MSFTLow:JD.US
9.2JD.USDetails
P/E Ratio
25.19
High:XYL
32.97XYLLow:JD.US
8.58JD.USDetails
PEG Ratio
202.61
High:XYL
459.5XYLLow:MSFT
88.65MSFTDetails
Price/Book
7.48
High:MSFT
7.7MSFTLow:JD.US
1.18JD.USDetails
Price/Sales
8.35
High:MSFT
9.9MSFTLow:JD.US
0.21JD.USDetails
Price/CF
22.46
High:XYL
26.73XYLLow:JD.US
15.91JD.USDetails
Price/FCF
67.51
High:MSFT
69.19MSFTLow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.56% | May 2021 | Sep 2024 | 40 |
-4.7% | Feb 2025 | May 2025 | 3 |
-2.77% | Dec 2024 | Jan 2025 | 1 |
-1.87% | Jul 2025 | Sep 2025 | 2 |
-1.72% | Jan 2026 | - | 3 |
-1.27% | Sep 2020 | Nov 2020 | 2 |
-0.35% | Oct 2024 | Nov 2024 | 1 |