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-5.44%
This Month
-0.15%
Year To Date
+20.22%
2 Years
+125.52%
5 Years
+125.52%
10 Years
+23.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance39.96%
- 📊 ETFs24.13%
- 🏥 Health Services7.18%
- 🧬 Health Technology5.41%
- 💵 Cash4.98%
- 🖥️ Technology Services4.62%
- 💻 Electronic Technology4.4%
- 🧪 Process Industries3.19%
- 🪙 Cryptocurrencies2.78%
- 🚚 Transportation1.84%
- 💼 Commercial Services1.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.17%
- 🇺🇸 Nasdaq31.03%
- 🇫🇷 Euronext Paris3.19%
- 🇳🇴 Oslo Stock Exchange3.19%
- 🇸🇪 Stockholm Stock Exchange3.07%
- 🇺🇸 Chicago Board Options Exchange2.85%
- 🌍 Digital Currency2.78%
- 🇩🇪 Xetra ETFs2.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.92%
- 🇧🇷 Brazil10.47%
- 🇫🇷 France3.19%
- 🇳🇴 Norway3.19%
- 🇫🇮 Finland3.07%
Dividends
Dividend Yield
0.55%
6 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (11.09%)
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
0.98
0.98
0
1
2
3
3
Jensen's Alpha
12.93
12.93
-2
0
2
13
13
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
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
0.98
0.98
0
1
2
3
3
Jensen's Alpha
12.93
12.93
-2
0
2
13
13
Omega Ratio
1.34
1.34
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.32
High:
PLTR
142.85PLTRLow:
HIMS
-419.78HIMSDetails
PEG Ratio
133.36
High:
AI.PA
494.28AI.PALow:
SNOW
-451.99SNOWDetails
Price/Book
4.59
High:SNOW
46.72SNOWLow:
MSTR
0.89MSTRDetails
Price/Sales
4.9
High:MSTR
64.43MSTRLow:
FOUR
0.84FOURDetails
Price/CF
15.11
High:MSTR
7,511.07MSTRLow:
HAUTO.OL
4.65HAUTO.OLDetails
Price/FCF
21.48
High:MSTR
1,187.5MSTRLow:
DNB.OL
6.03DNB.OLDetails
P/E Ratio
32.32
High:PLTR
142.85PLTRLow:HIMS
-419.78HIMSDetails
PEG Ratio
133.36
High:AI.PA
494.28AI.PALow:SNOW
-451.99SNOWDetails
Price/Book
4.59
High:SNOW
46.72SNOWLow:MSTR
0.89MSTRDetails
Price/Sales
4.9
High:MSTR
64.43MSTRLow:FOUR
0.84FOURDetails
Price/CF
15.11
High:MSTR
7,511.07MSTRLow:HAUTO.OL
4.65HAUTO.OLDetails
Price/FCF
21.48
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 | - | 9 |
-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 |