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-2.73%
This Month
+0.4%
Year To Date
+32.43%
2 Years
+126.78%
5 Years
+126.78%
10 Years
+22.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance38.18%
- 📊 ETFs25.02%
- 🏥 Health Services6.77%
- 💵 Cash6.06%
- 🧬 Health Technology5.95%
- 💻 Electronic Technology4.48%
- 🪙 Cryptocurrencies4.14%
- 🖥️ Technology Services3.19%
- 🧪 Process Industries3.03%
- 🚚 Transportation2.01%
- 💼 Commercial Services0.86%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.56%
- 🇺🇸 Nasdaq32.59%
- 🌍 Digital Currency4.14%
- 🇳🇴 Oslo Stock Exchange3.46%
- 🇸🇪 Stockholm Stock Exchange3.12%
- 🇺🇸 Chicago Board Options Exchange3.09%
- 🇫🇷 Euronext Paris3.03%
- 🇩🇪 Xetra ETFs2.67%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.28%
- 🇧🇷 Brazil9.6%
- 🇳🇴 Norway3.46%
- 🇫🇮 Finland3.12%
- 🇫🇷 France3.03%
Dividends
Dividend Yield
0.55%
6 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (10.07%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
12.32
12.32
-2
0
2
13
13
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
0.97
0.97
0
1
2
3
3
Jensen's Alpha
12.32
12.32
-2
0
2
13
13
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.19
High:
FOUR
59.18FOURLow:
HIMS
-419.78HIMSDetails
PEG Ratio
198.77
High:
AI.PA
959.99AI.PALow:
LMND
-97.95LMNDDetails
Price/Book
4.03
High:HIMS
17.78HIMSLow:
MSTR
0.89MSTRDetails
Price/Sales
4.47
High:MSTR
64.43MSTRLow:FOUR
0.84FOURDetails
Price/CF
14.65
High:MSTR
7,511.07MSTRLow:
HAUTO.OL
4.65HAUTO.OLDetails
Price/FCF
20.6
High:MSTR
1,187.5MSTRLow:
DNB.OL
6.03DNB.OLDetails
P/E Ratio
30.19
High:FOUR
59.18FOURLow:HIMS
-419.78HIMSDetails
PEG Ratio
198.77
High:AI.PA
959.99AI.PALow:LMND
-97.95LMNDDetails
Price/Book
4.03
High:HIMS
17.78HIMSLow:MSTR
0.89MSTRDetails
Price/Sales
4.47
High:MSTR
64.43MSTRLow:FOUR
0.84FOURDetails
Price/CF
14.65
High:MSTR
7,511.07MSTRLow:HAUTO.OL
4.65HAUTO.OLDetails
Price/FCF
20.6
High:MSTR
1,187.5MSTRLow:DNB.OL
6.03DNB.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.15% | May 2022 | Apr 2023 | 11 |
-15.24% | May 2023 | Jul 2023 | 2 |
-14.39% | Nov 2025 | - | 11 |
-8.82% | Jul 2024 | Oct 2024 | 3 |
-7.65% | Nov 2023 | Jan 2024 | 2 |
-6.56% | Mar 2025 | May 2025 | 2 |
-4.51% | Mar 2022 | Apr 2022 | 1 |
-2.67% | Apr 2024 | Jun 2024 | 2 |
-1.05% | Aug 2023 | Sep 2023 | 1 |