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+4.57%
This Month
+4.57%
Year To Date
+25.91%
2 Years
+30.43%
5 Years
+68.86%
10 Years
+10.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.81%
- 💻 Electronic Technology19.05%
- 💰 Finance10.96%
- 🚚 Transportation8.79%
- 📊 ETFs7.7%
- 🛍️ Retail Trade7.63%
- 🏥 Health Services5.15%
- 💼 Commercial Services4.06%
- 🪨 Non Energy Minerals3.52%
- 🧬 Health Technology3.35%
- 📡 Communications1.99%
- 🛠️ Producer Manufacturing1.65%
- 🍞 Consumer Non Durables1.28%
- 💵 Cash0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.85%
- 🇺🇸 NYSE20.67%
- 🇫🇷 Euronext Paris1.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.75%
- 🇦🇺 Australia5.37%
- 🇮🇱 Israel4.99%
- 🇺🇾 Uruguay2.97%
- 🇨🇭 Switzerland1.93%
- 🇫🇷 France1.43%
- 🇸🇬 Singapore1.34%
- 🇬🇧 United Kingdom0.47%
Dividends
Dividend Yield
0.87%
7 out of 31 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ZIM (18.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.4/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-7.27
-7.27
-8
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-7.27
-7.27
-8
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.58
0.58
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.17
High:
GRAB
150.5GRABLow:
CRWD
-371.37CRWDDetails
PEG Ratio
92.87
High:
ARM
516.71ARMLow:
ASTS
-233.5ASTSDetails
Price/Book
7.36
High:CRWD
29.45CRWDLow:
ATO.PA
-12.39ATO.PADetails
Price/Sales
5.08
High:ASTS
1,784.86ASTSLow:ATO.PA
0.13ATO.PADetails
Price/CF
21.02
High:ATO.PA
180.72ATO.PALow:
ZIM
0.61ZIMDetails
Price/FCF
75.13
High:
AMZN
225.5AMZNLow:ZIM
1.1ZIMDetails
P/E Ratio
40.17
High:GRAB
150.5GRABLow:CRWD
-371.37CRWDDetails
PEG Ratio
92.87
High:ARM
516.71ARMLow:ASTS
-233.5ASTSDetails
Price/Book
7.36
High:CRWD
29.45CRWDLow:ATO.PA
-12.39ATO.PADetails
Price/Sales
5.08
High:ASTS
1,784.86ASTSLow:ATO.PA
0.13ATO.PADetails
Price/CF
21.02
High:ATO.PA
180.72ATO.PALow:ZIM
0.61ZIMDetails
Price/FCF
75.13
High:AMZN
225.5AMZNLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.39% | Sep 2021 | Jun 2025 | 45 |
-13.44% | Nov 2025 | - | 3 |
-2.57% | Mar 2021 | Apr 2021 | 1 |
-2.09% | May 2021 | Jun 2021 | 1 |
-0.28% | Aug 2025 | Sep 2025 | 1 |
-0.08% | Sep 2020 | Oct 2020 | 1 |
-0.06% | Jul 2021 | Aug 2021 | 1 |