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-0.03%
This Month
+10.4%
Year To Date
+45.76%
2 Years
+107.63%
5 Years
+107.63%
10 Years
+25.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash73.41%
- 📊 ETFs6.45%
- 💻 Electronic Technology5.32%
- 🧬 Health Technology5.16%
- 🚚 Transportation4.1%
- 🖥️ Technology Services2.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE9.26%
- 🇺🇸 Nasdaq7.97%
- 🇺🇸 Chicago Board Options Exchange6.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.06%
- 🇩🇰 Denmark5.16%
Dividends
Dividend Yield
0.13%
2 out of 5 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVO (2.45%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.8/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
7.31
7.31
-2
0
2
8
8
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
2.33
2.33
0
0.3
0.6
3
3
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.26
2.26
0
1
2
3
3
Jensen's Alpha
7.31
7.31
-2
0
2
8
8
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
2.33
2.33
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.54
High:
AMD
104.17AMDLow:
UBER
10.92UBERDetails
PEG Ratio
93.55
High:
NVO
129.77NVOLow:UBER
3.94UBERDetails
Price/Book
8.52
High:
GOOG
9.69GOOGLow:AMD
5.64AMDDetails
Price/Sales
8.55
High:AMD
10.8AMDLow:UBER
3.64UBERDetails
Price/CF
20.62
High:AMD
40.84AMDLow:NVO
13.22NVODetails
Price/FCF
46.31
High:NVO
113.51NVOLow:UBER
24.03UBERDetails
P/E Ratio
28.54
High:AMD
104.17AMDLow:UBER
10.92UBERDetails
PEG Ratio
93.55
High:NVO
129.77NVOLow:UBER
3.94UBERDetails
Price/Book
8.52
High:GOOG
9.69GOOGLow:AMD
5.64AMDDetails
Price/Sales
8.55
High:AMD
10.8AMDLow:UBER
3.64UBERDetails
Price/CF
20.62
High:AMD
40.84AMDLow:NVO
13.22NVODetails
Price/FCF
46.31
High:NVO
113.51NVOLow:UBER
24.03UBERDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.84% | Dec 2022 | Jan 2023 | 1 |
-7.7% | Sep 2023 | Nov 2023 | 2 |
-6.75% | Feb 2025 | May 2025 | 3 |
-2.93% | Apr 2024 | May 2024 | 1 |
-1.69% | Dec 2024 | Jan 2025 | 1 |
-1.4% | Feb 2023 | Mar 2023 | 1 |
-0.93% | Jul 2024 | Aug 2024 | 1 |
-0.66% | Oct 2024 | Nov 2024 | 1 |
-0.03% | Dec 2025 | - | 1 |