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-3.75%
This Month
-3.75%
Year To Date
+23.43%
2 Years
+58.76%
5 Years
+227.26%
10 Years
+24.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance33.17%
- 💻 Electronic Technology20.63%
- 📡 Communications17.95%
- 🚗 Consumer Durables13.51%
- 🛠️ Producer Manufacturing4.04%
- 🖥️ Technology Services3.91%
- 🏥 Health Services3%
- 🌾 Commodities2.55%
- 💵 Cash1.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.62%
- 🇺🇸 Nasdaq30.43%
- 🇩🇪 FRA10.3%
- 🇬🇧 LSE4.87%
- 🌍 Commodity2.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.67%
- 🇬🇧 United Kingdom15.95%
- 🇨🇦 Canada12.25%
- 🇩🇪 Germany10.3%
- 🇮🇱 Israel4.04%
Dividends
Dividend Yield
2.2%
6 out of 13 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
13.18
13.18
-2
0
2
14
14
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.92
2.92
0
0.75
1.25
3
3
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
1.02
1.02
0
0.5
1
2
2
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
13.18
13.18
-2
0
2
14
14
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
2.92
2.92
0
0.75
1.25
3
3
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
0.81
0.81
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
17.72
High:
CSIQ
85.78CSIQLow:
SEDG
-3.36SEDGDetails
PEG Ratio
32.07
High:
HIMS
200.1HIMSLow:SEDG
-5.04SEDGDetails
Price/Book
2.13
High:
RR.L
44.98RR.LLow:
VOW3.DE
0.29VOW3.DEDetails
Price/Sales
2.52
High:
HOOD
22.98HOODLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
12.85
High:HOOD
90.65HOODLow:
F
2.37FDetails
Price/FCF
26.69
High:HIMS
121.5HIMSLow:
HSBC
5.09HSBCDetails
P/E Ratio
17.72
High:CSIQ
85.78CSIQLow:SEDG
-3.36SEDGDetails
PEG Ratio
32.07
High:HIMS
200.1HIMSLow:SEDG
-5.04SEDGDetails
Price/Book
2.13
High:RR.L
44.98RR.LLow:VOW3.DE
0.29VOW3.DEDetails
Price/Sales
2.52
High:HOOD
22.98HOODLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
12.85
High:HOOD
90.65HOODLow:F
2.37FDetails
Price/FCF
26.69
High:HIMS
121.5HIMSLow:HSBC
5.09HSBCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.93% | Mar 2021 | Feb 2023 | 23 |
-7.71% | Jun 2024 | Jan 2025 | 7 |
-6.5% | Dec 2025 | - | 2 |
-5.48% | Sep 2020 | Nov 2020 | 2 |
-3.61% | Feb 2025 | May 2025 | 3 |
-3.42% | Mar 2024 | May 2024 | 2 |
-2.94% | May 2023 | Jul 2023 | 2 |
-1.97% | Oct 2025 | Nov 2025 | 1 |
-0.97% | Oct 2023 | Nov 2023 | 1 |
-0.4% | Aug 2025 | Sep 2025 | 1 |
-0.39% | Aug 2023 | Sep 2023 | 1 |