Loading...
-2.43%
This Month
+26.33%
Year To Date
+31.21%
2 Years
+85.92%
5 Years
+241.51%
10 Years
+26.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance32.74%
- 💻 Electronic Technology21.66%
- 📡 Communications18.6%
- 🚗 Consumer Durables13.55%
- 🌾 Commodities5.84%
- 🛠️ Producer Manufacturing3.82%
- 🏥 Health Services3.78%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.78%
- 🇺🇸 Nasdaq29.8%
- 🇩🇪 FRA10.53%
- 🌍 Commodity5.84%
- 🇬🇧 LSE4.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.5%
- 🇨🇦 Canada14.06%
- 🇬🇧 United Kingdom13.24%
- 🇩🇪 Germany10.53%
- 🇮🇱 Israel3.82%
Dividends
Dividend Yield
2.08%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.03%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.8/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
14.07
14.07
-2
0
2
15
15
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
3.06
3.06
0
0.75
1.25
4
4
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
2.2
2.2
0
1
2
3
3
Jensen's Alpha
14.07
14.07
-2
0
2
15
15
Omega Ratio
1.36
1.36
0
1
1.5
2.5
2.5
Treynor Ratio
3.06
3.06
0
0.75
1.25
4
4
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.2
High:
CSIQ
97.99CSIQLow:
SEDG
-3.27SEDGDetails
PEG Ratio
33.13
High:
HIMS
243.44HIMSLow:SEDG
-4.9SEDGDetails
Price/Book
1.46
High:
RR.L
37.33RR.LLow:
VOW3.DE
0.3VOW3.DEDetails
Price/Sales
1.75
High:
HOOD
29.03HOODLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
11.26
High:HOOD
90.65HOODLow:
F
2.37FDetails
Price/FCF
24.23
High:HIMS
121.5HIMSLow:
HSBC
5.09HSBCDetails
P/E Ratio
14.2
High:CSIQ
97.99CSIQLow:SEDG
-3.27SEDGDetails
PEG Ratio
33.13
High:HIMS
243.44HIMSLow:SEDG
-4.9SEDGDetails
Price/Book
1.46
High:RR.L
37.33RR.LLow:VOW3.DE
0.3VOW3.DEDetails
Price/Sales
1.75
High:HOOD
29.03HOODLow:VOW3.DE
0.16VOW3.DEDetails
Price/CF
11.26
High:HOOD
90.65HOODLow:F
2.37FDetails
Price/FCF
24.23
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 |
-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 |
-2.43% | Dec 2025 | - | 1 |
-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 |