Effective portfolio of amedeoluca on eToro

Instrument	Portfolio Yield	Company Yield	Per Share
CNQ	0.02%	5.09%	$1.48
BIL	0.02%	4.68%	-
BBY	0.02%	5.65%	$3.72
TGT	0.01%	4.44%	$4.42
CVX	0.01%	4.46%	$6.28
ES	0.01%	4.53%	$2.78
NEE	0.01%	2.89%	$1.97
PEP	0.01%	4.05%	$5.15
SHV	0.01%	4.69%	-
EVRG	0.01%	3.89%	$2.54
JNJ	0.01%	3.05%	$4.81
XEL	0.01%	3.23%	$2.13
EIX	0.01%	6.4%	$3.04
KO	0.01%	2.87%	$1.89
TLT	0.01%	4.39%	-
MDT.US	0.01%	3.13%	$2.77
KMB	0.01%	3.89%	$4.8
MCD	0.01%	2.34%	$6.53
LMT	0.01%	2.8%	$12.45
NKE	0.01%	2.18%	$1.45
GS	0.01%	1.69%	$11
SYY	0.01%	2.68%	$2.01
APD	0.01%	2.46%	$7.04
PG	0.01%	2.68%	$3.83
ELS	0.01%	3.21%	$1.85
TXN	0.01%	2.48%	$5.14
QCOM	0.01%	2.23%	$3.25
MKC	0.01%	2.48%	$1.62
CL	0.01%	2.33%	$1.96
NOC	0.01%	1.63%	$7.67
ATO	0.01%	2.21%	$3.16
MSFT	0.01%	0.66%	$3
C	0.01%	2.53%	$2.12
IEF	0.01%	3.71%	-
BTRW.L	0.01%	4.62%	$0.28
LHX	0.01%	1.79%	$4.6
GD	0.01%	1.95%	$5.48
ADI	0.01%	1.59%	$3.56
BABA	0.01%	0.89%	$0.98
ADP	0.01%	2%	$5.45
LOW	0.01%	2.15%	$4.45
AXP	0.01%	0.97%	$2.6
AVGO	0.01%	0.82%	$19.7
BDX	0.01%	2.28%	$3.76
MINT	0%	5.09%	-
JPST	0%	4.9%	-
LIN	0%	1.26%	$5.33
TSM	0%	0.96%	$1.74
SPGI	0%	0.72%	$3.62
ORCL	0%	0.75%	$1.6
AMAT	0%	0.88%	$1.44
ABBN.ZU	0%	1.78%	$0.87
ENI.MI	0%	7.23%	$0.94
ASML	0%	0.78%	$5.57
GOOG	0%	0.44%	$0.2
LEN	0%	1.83%	$1.75
RSG	0%	0.96%	$2.14
DELL	0%	1.57%	$1.63
CHD	0%	1.2%	$1.11
ASML.NV	0%	1%	$6.1
SHW	0%	0.89%	$2.64
GLEN.L	0%	2.45%	$0.1
MU	0%	0.4%	$0.46
META	0%	0.29%	$1
WMT	0%	0.99%	$0.81
ISP.MI	0%	7%	$0.3
COF	0%	1.11%	$2.4
CRM	0%	0.63%	$0.4
XLV	0%	1.76%	-
P911.DE	0%	5.43%	$2.31
GOOGL	0%	0.44%	$0.2
SBRY.L	0%	4.76%	$0.13
BP.L	0%	6.18%	$0.23
CP	0%	0.69%	$0.56
LLY	0%	0.73%	$4.86
INTC	0%	2.2%	$0.5
SZG.DE	0%	0.77%	$0.45
MKS.L	0%	1.09%	$0.03
AAPL	0%	0.48%	$0.97
JPM	0%	1.85%	$4.4
CVS	0%	4.17%	$2.54
V	0%	0.65%	$2.01
BRO	0%	0.55%	$0.51
BA.L	0%	1.76%	$0.3
PBR	0%	14.39%	$1.73
CASY	0%	0.4%	$1.79
VOO	0%	1.29%	-
RR.L	0%	0.6%	-
NVO	0%	1.76%	$0.98
ENEL.MI	0%	5.99%	$0.43
LHA.DE	0%	4.05%	$0.3
IWM	0%	1.2%	-
CVE	0%	3.68%	$0.44
9618.HK	0%	3.12%	$2.97
MUR	0%	5.14%	$1.15
BND	0%	3.75%	-
NVDA	0%	0.02%	$0.02
COST	0%	0.5%	$19.22
SPY	0%	1.21%	-
TTE.PA	0%	6.09%	$3.06
INDA	0%	0.74%	-
UCG.MI	0%	4.18%	$1.8
VTEB	0%	3.27%	-
RNO.PA	0%	6.61%	$1.85
BAC	0%	2.26%	$0.96
DIS	0%	0.83%	$0.75
AEG	0%	4.8%	$0.28
VTI	0%	1.29%	-
ELV	0%	1.94%	$6.22
SBUX	0%	2.59%	$2.24
UNH	0%	2.91%	$7.74
SPY5.L	0%	1.05%	-
KBR	0%	1.35%	$0.57
RYAAY	0%	1.43%	$0.93
BAYN.DE	0%	0.4%	$0.11
KBX.DE	0%	2.08%	$1.64
FIS	0%	1.92%	$1.76
QQQJ	0%	0.7%	-
MA	0%	0.53%	$2.46
RACE	0%	0.64%	$2.64
HDB	0%	0.88%	$0.6
MRP	0%	-3.48%	-
TFC	-0.02%	-4.69%	$-2.08

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Jul 18, 2025	$1.06
CL	Ex-Dividend	Jul 18, 2025	$0.52
LEN	Pay Day	Jul 18, 2025	$0.50
XEL	Pay Day	Jul 20, 2025	$0.57
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
MKC	Pay Day	Jul 21, 2025	$0.45
MU	Pay Day	Jul 22, 2025	$0.12
CVS	Ex-Dividend	Jul 22, 2025	$0.66
DELL	Ex-Dividend	Jul 22, 2025	$0.52
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
LOW	Ex-Dividend	Jul 23, 2025	$1.20
ORCL	Pay Day	Jul 24, 2025	$0.50
SYY	Pay Day	Jul 25, 2025	$0.54
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
CP	Pay Day	Jul 28, 2025	$0.16
JPM	Pay Day	Jul 31, 2025	$1.40
EIX	Pay Day	Jul 31, 2025	$0.83
COST	Ex-Dividend	Aug 1, 2025	$1.30
CVS	Pay Day	Aug 1, 2025	$0.66
CASY	Ex-Dividend	Aug 1, 2025	$0.57
DELL	Pay Day	Aug 1, 2025	$0.52
C	Ex-Dividend	Aug 4, 2025	$0.60
LOW	Pay Day	Aug 6, 2025	$1.20
ASML.NV	Pay Day	Aug 6, 2025	$1.87
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
GD	Pay Day	Aug 8, 2025	$1.50
APD	Pay Day	Aug 11, 2025	$1.79
TGT	Ex-Dividend	Aug 13, 2025	$1.14
PG	Pay Day	Aug 15, 2025	$1.06
WMT	Ex-Dividend	Aug 15, 2025	$0.24
CL	Pay Day	Aug 15, 2025	$0.52
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
COST	Pay Day	Aug 15, 2025	$1.30
LLY	Ex-Dividend	Aug 15, 2025	$1.50
SHW	Ex-Dividend	Aug 15, 2025	$0.79
CASY	Pay Day	Aug 15, 2025	$0.57
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
C	Pay Day	Aug 22, 2025	$0.60
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
SBUX	Pay Day	Aug 29, 2025	$0.61
GS	Ex-Dividend	Aug 29, 2025	$4.00
TGT	Pay Day	Sep 1, 2025	$1.14
WMT	Pay Day	Sep 2, 2025	$0.24
LMT	Ex-Dividend	Sep 2, 2025	$3.30
SHW	Pay Day	Sep 5, 2025	$0.79
JNJ	Pay Day	Sep 9, 2025	$1.30
LLY	Pay Day	Sep 10, 2025	$1.50
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
TSM	Ex-Dividend	Sep 16, 2025	$0.82
GLEN.L	Pay Day	Sep 19, 2025	$0.05
LMT	Pay Day	Sep 26, 2025	$3.30
PBR	Pay Day	Sep 29, 2025	$0.11
GS	Pay Day	Sep 29, 2025	$4.00
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97
TSM	Pay Day	Oct 9, 2025	$0.82
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 7.7/10

Beta

0.94

0.8

1.2

Sharpe Ratio

1.3

0.5

Sortino Ratio

2.68

Jensen's Alpha

6.87

-2

Omega Ratio

1.48

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

2.79

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

1.3

0.5

Sortino Ratio

2.68

Jensen's Alpha

6.87

-2

Omega Ratio

1.48

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

2.79

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.34

High:

PLTR

659

Low:

AFRM

-309.58

Details

PEG Ratio

290.89

High:

9,892.97

Low:

PATH

-451.33

Details

Price/Book

12.07

High:

195.7

Low:

RR.L

-92.18

Details

Price/Sales

8.21

High:

PLTR

123.67

Low:

SZG.DE

0.14

Details

Price/CF

23.4

High:

FOLD

704.87

Low:

UCG.MI

1.86

Details

Price/FCF

43.73

High:

PEP

5,253.35

Low:

RNO.PA

2.75

Details

P/E Ratio

39.34

High:

PLTR

659

Low:

AFRM

-309.58

Details

PEG Ratio

290.89

High:

9,892.97

Low:

PATH

-451.33

Details

Worst Drawdowns

Depth	Start	End	Total months
-9.89%	Feb 2025	Jun 2025	4
-6.73%	Apr 2024	Sep 2024	5
-4.93%	Aug 2023	Nov 2023	3
-3%	Dec 2024	Jan 2025	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
35.86%
💵 Cash
14.54%
💻 Electronic Technology
10.04%
🖥️ Technology Services
8.42%
🛍️ Retail Trade
4.59%
💰 Finance
3.26%
🍞 Consumer Non Durables
2.44%
📊 ETFs
2.02%
💹 Forex
1.9%
⚡ Utilities
1.85%
🚗 Consumer Durables
1.69%
🧬 Health Technology
1.54%
🚚 Transportation
1.2%
🧪 Process Industries
1%
⛏️ Energy Minerals
0.82%
📈 Indexes
0.74%
🛠️ Producer Manufacturing
0.63%
💼 Commercial Services
0.55%
💇‍♀️ Consumer Services
0.47%
📦 Distribution Services
0.42%
🏭 Industrial Services
0.31%
🪨 Non Energy Minerals
0.22%
🌾 Commodities
0.03%
🏥 Health Services
0.02%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
35.86%
🇺🇸 Nasdaq
19.84%
🇺🇸 NYSE
19.49%
🌍 FX
1.9%
🇬🇧 LSE
1.06%
🌍 CFD
0.74%
🇩🇪 FRA
0.31%
🇳🇱 Euronext Amsterdam
0.29%
🇨🇭 SIX
0.19%
🇺🇸 Chicago Board Options Exchange
0.18%
🇮🇹 Borsa Italiana
0.11%
🌍 Commodity
0.03%
🇭🇰 Hong Kong Exchanges
0.03%
🇫🇷 Euronext Paris
0.02%

Countries Breakdown

Country
Total

🇺🇸 United States
33.17%
🇬🇧 United Kingdom
1.31%
🇮🇱 Israel
0.95%
🇮🇪 Ireland
0.74%
🇳🇱 Netherlands
0.72%
🇨🇳 China
0.66%
🇨🇦 Canada
0.66%
🇹🇼 Taiwan
0.46%
🇩🇪 Germany
0.31%
🇨🇭 Switzerland
0.3%
🇮🇹 Italy
0.12%
🇩🇰 Denmark
0.06%
🇫🇷 France
0.02%
🇧🇷 Brazil
0.01%
🇮🇳 India
0.01%

Dividends

Dividend Yield

0.5%

123 out of 179 instruments pay dividend.

23 dividend payments in the next 30 days.

Highest Dividend: $PBR (14.39%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CNQ	0.02%	5.09%	$1.48
BIL	0.02%	4.68%	-
BBY	0.02%	5.65%	$3.72
TGT	0.01%	4.44%	$4.42
CVX	0.01%	4.46%	$6.28
ES	0.01%	4.53%	$2.78
NEE	0.01%	2.89%	$1.97
PEP	0.01%	4.05%	$5.15
SHV	0.01%	4.69%	-
EVRG	0.01%	3.89%	$2.54
JNJ	0.01%	3.05%	$4.81
XEL	0.01%	3.23%	$2.13
EIX	0.01%	6.4%	$3.04
KO	0.01%	2.87%	$1.89
TLT	0.01%	4.39%	-
MDT.US	0.01%	3.13%	$2.77
KMB	0.01%	3.89%	$4.8
MCD	0.01%	2.34%	$6.53
LMT	0.01%	2.8%	$12.45
NKE	0.01%	2.18%	$1.45
GS	0.01%	1.69%	$11
SYY	0.01%	2.68%	$2.01
APD	0.01%	2.46%	$7.04
PG	0.01%	2.68%	$3.83
ELS	0.01%	3.21%	$1.85
TXN	0.01%	2.48%	$5.14
QCOM	0.01%	2.23%	$3.25
MKC	0.01%	2.48%	$1.62
CL	0.01%	2.33%	$1.96
NOC	0.01%	1.63%	$7.67
ATO	0.01%	2.21%	$3.16
MSFT	0.01%	0.66%	$3
C	0.01%	2.53%	$2.12
IEF	0.01%	3.71%	-
BTRW.L	0.01%	4.62%	$0.28
LHX	0.01%	1.79%	$4.6
GD	0.01%	1.95%	$5.48
ADI	0.01%	1.59%	$3.56
BABA	0.01%	0.89%	$0.98
ADP	0.01%	2%	$5.45
LOW	0.01%	2.15%	$4.45
AXP	0.01%	0.97%	$2.6
AVGO	0.01%	0.82%	$19.7
BDX	0.01%	2.28%	$3.76
MINT	0%	5.09%	-
JPST	0%	4.9%	-
LIN	0%	1.26%	$5.33
TSM	0%	0.96%	$1.74
SPGI	0%	0.72%	$3.62
ORCL	0%	0.75%	$1.6
AMAT	0%	0.88%	$1.44
ABBN.ZU	0%	1.78%	$0.87
ENI.MI	0%	7.23%	$0.94
ASML	0%	0.78%	$5.57
GOOG	0%	0.44%	$0.2
LEN	0%	1.83%	$1.75
RSG	0%	0.96%	$2.14
DELL	0%	1.57%	$1.63
CHD	0%	1.2%	$1.11
ASML.NV	0%	1%	$6.1
SHW	0%	0.89%	$2.64
GLEN.L	0%	2.45%	$0.1
MU	0%	0.4%	$0.46
META	0%	0.29%	$1
WMT	0%	0.99%	$0.81
ISP.MI	0%	7%	$0.3
COF	0%	1.11%	$2.4
CRM	0%	0.63%	$0.4
XLV	0%	1.76%	-
P911.DE	0%	5.43%	$2.31
GOOGL	0%	0.44%	$0.2
SBRY.L	0%	4.76%	$0.13
BP.L	0%	6.18%	$0.23
CP	0%	0.69%	$0.56
LLY	0%	0.73%	$4.86
INTC	0%	2.2%	$0.5
SZG.DE	0%	0.77%	$0.45
MKS.L	0%	1.09%	$0.03
AAPL	0%	0.48%	$0.97
JPM	0%	1.85%	$4.4
CVS	0%	4.17%	$2.54
V	0%	0.65%	$2.01
BRO	0%	0.55%	$0.51
BA.L	0%	1.76%	$0.3
PBR	0%	14.39%	$1.73
CASY	0%	0.4%	$1.79
VOO	0%	1.29%	-
RR.L	0%	0.6%	-
NVO	0%	1.76%	$0.98
ENEL.MI	0%	5.99%	$0.43
LHA.DE	0%	4.05%	$0.3
IWM	0%	1.2%	-
CVE	0%	3.68%	$0.44
9618.HK	0%	3.12%	$2.97
MUR	0%	5.14%	$1.15
BND	0%	3.75%	-
NVDA	0%	0.02%	$0.02
COST	0%	0.5%	$19.22
SPY	0%	1.21%	-
TTE.PA	0%	6.09%	$3.06
INDA	0%	0.74%	-
UCG.MI	0%	4.18%	$1.8
VTEB	0%	3.27%	-
RNO.PA	0%	6.61%	$1.85
BAC	0%	2.26%	$0.96
DIS	0%	0.83%	$0.75
AEG	0%	4.8%	$0.28
VTI	0%	1.29%	-
ELV	0%	1.94%	$6.22
SBUX	0%	2.59%	$2.24
UNH	0%	2.91%	$7.74
SPY5.L	0%	1.05%	-
KBR	0%	1.35%	$0.57
RYAAY	0%	1.43%	$0.93
BAYN.DE	0%	0.4%	$0.11
KBX.DE	0%	2.08%	$1.64
FIS	0%	1.92%	$1.76
QQQJ	0%	0.7%	-
MA	0%	0.53%	$2.46
RACE	0%	0.64%	$2.64
HDB	0%	0.88%	$0.6
MRP	0%	-3.48%	-
TFC	-0.02%	-4.69%	$-2.08

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Jul 18, 2025	$1.06
CL	Ex-Dividend	Jul 18, 2025	$0.52
LEN	Pay Day	Jul 18, 2025	$0.50
XEL	Pay Day	Jul 20, 2025	$0.57
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
MKC	Pay Day	Jul 21, 2025	$0.45
MU	Pay Day	Jul 22, 2025	$0.12
CVS	Ex-Dividend	Jul 22, 2025	$0.66
DELL	Ex-Dividend	Jul 22, 2025	$0.52
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28
LOW	Ex-Dividend	Jul 23, 2025	$1.20
ORCL	Pay Day	Jul 24, 2025	$0.50
SYY	Pay Day	Jul 25, 2025	$0.54
ASML.NV	Ex-Dividend	Jul 28, 2025	$1.87
CP	Pay Day	Jul 28, 2025	$0.16
JPM	Pay Day	Jul 31, 2025	$1.40
EIX	Pay Day	Jul 31, 2025	$0.83
COST	Ex-Dividend	Aug 1, 2025	$1.30
CVS	Pay Day	Aug 1, 2025	$0.66
CASY	Ex-Dividend	Aug 1, 2025	$0.57
DELL	Pay Day	Aug 1, 2025	$0.52
C	Ex-Dividend	Aug 4, 2025	$0.60
LOW	Pay Day	Aug 6, 2025	$1.20
ASML.NV	Pay Day	Aug 6, 2025	$1.87
AXP	Pay Day	Aug 8, 2025	$0.82
MA	Pay Day	Aug 8, 2025	$0.76
GD	Pay Day	Aug 8, 2025	$1.50
APD	Pay Day	Aug 11, 2025	$1.79
TGT	Ex-Dividend	Aug 13, 2025	$1.14
PG	Pay Day	Aug 15, 2025	$1.06
WMT	Ex-Dividend	Aug 15, 2025	$0.24
CL	Pay Day	Aug 15, 2025	$0.52
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
COST	Pay Day	Aug 15, 2025	$1.30
LLY	Ex-Dividend	Aug 15, 2025	$1.50
SHW	Ex-Dividend	Aug 15, 2025	$0.79
CASY	Pay Day	Aug 15, 2025	$0.57
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
AMAT	Ex-Dividend	Aug 21, 2025	$0.46
C	Pay Day	Aug 22, 2025	$0.60
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SPGI	Ex-Dividend	Aug 26, 2025	$0.96
GLEN.L	Ex-Dividend	Aug 28, 2025	$0.05
SBUX	Pay Day	Aug 29, 2025	$0.61
GS	Ex-Dividend	Aug 29, 2025	$4.00
TGT	Pay Day	Sep 1, 2025	$1.14
WMT	Pay Day	Sep 2, 2025	$0.24
LMT	Ex-Dividend	Sep 2, 2025	$3.30
SHW	Pay Day	Sep 5, 2025	$0.79
JNJ	Pay Day	Sep 9, 2025	$1.30
LLY	Pay Day	Sep 10, 2025	$1.50
SPGI	Pay Day	Sep 10, 2025	$0.96
MSFT	Pay Day	Sep 11, 2025	$0.83
AMAT	Pay Day	Sep 11, 2025	$0.46
TSM	Ex-Dividend	Sep 16, 2025	$0.82
GLEN.L	Pay Day	Sep 19, 2025	$0.05
LMT	Pay Day	Sep 26, 2025	$3.30
PBR	Pay Day	Sep 29, 2025	$0.11
GS	Pay Day	Sep 29, 2025	$4.00
TTE.PA	Ex-Dividend	Oct 1, 2025	$0.97
TTE.PA	Pay Day	Oct 3, 2025	$0.97
TSM	Pay Day	Oct 9, 2025	$0.82
INDA	Pay Day	Dec 20, 2025	$0.40

Performance Metrics

Score 7.7/10

Beta

0.94

0.8

1.2

Sharpe Ratio

1.3

0.5

Sortino Ratio

2.68

Jensen's Alpha

6.87

-2

Omega Ratio

1.48

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

2.79

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

1.3

0.5

Sortino Ratio

2.68

Jensen's Alpha

6.87

-2

Omega Ratio

1.48

1.5

2.5

Treynor Ratio

1.87

0.75

1.25

Information Ratio

0.53

0.3

0.6

Calmar Ratio

2.79

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.34

High:

PLTR

659

Low:

AFRM

-309.58

Details

PEG Ratio

290.89

High:

9,892.97

Low:

PATH

-451.33

Details

290.89

High:

9,892.97

Low:

PATH

-451.33

Details

43.73

High:

PEP

5,253.35

Low:

RNO.PA

2.75

Details

Depth

Start

End

Total months

-9.89%

Feb 2025

Jun 2025

-6.73%

Apr 2024

Sep 2024

-4.93%

Aug 2023

Nov 2023

-3%

Dec 2024

Jan 2025

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics