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+6.59%
This Month
+6.59%
Year To Date
+46.15%
2 Years
+54.26%
5 Years
+185.63%
10 Years
+18.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology27.04%
- 📊 ETFs22.32%
- 🖥️ Technology Services12.62%
- 💵 Cash9.61%
- 💰 Finance6.31%
- 🛍️ Retail Trade6.09%
- 🧬 Health Technology4.45%
- 🪨 Non Energy Minerals4.25%
- ⚡ Utilities2.61%
- ⛏️ Energy Minerals2.58%
- 🪙 Cryptocurrencies2.48%
- 🚚 Transportation2.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.09%
- 🇺🇸 Nasdaq28.33%
- 🇬🇧 LSE14.1%
- 🌍 Digital Currency2.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.55%
- 🇬🇧 United Kingdom14.1%
- 🇺🇾 Uruguay6.09%
- 🇮🇱 Israel0.47%
Dividends
Dividend Yield
1.23%
11 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.76%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.4/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
9.19
9.19
-2
0
2
10
10
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
2.21
2.21
0
0.75
1.25
3
3
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
9.19
9.19
-2
0
2
10
10
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
2.21
2.21
0
0.75
1.25
3
3
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.69
High:
INTC
4,581.13INTCLow:
MNG.L
-122.52MNG.LDetails
PEG Ratio
227.71
High:INTC
4,563.91INTCLow:
APLD
-95.09APLDDetails
Price/Book
11.93
High:
AAPL
49.43AAPLLow:
NNOX
1.22NNOXDetails
Price/Sales
8.94
High:
MP
51.43MPLow:MNG.L
0.49MNG.LDetails
Price/CF
28.83
High:MP
190.93MPLow:MNG.L
5.14MNG.LDetails
Price/FCF
56.72
High:
NEE
2,356.18NEELow:MNG.L
11.88MNG.LDetails
P/E Ratio
33.69
High:INTC
4,581.13INTCLow:MNG.L
-122.52MNG.LDetails
PEG Ratio
227.71
High:INTC
4,563.91INTCLow:APLD
-95.09APLDDetails
Price/Book
11.93
High:AAPL
49.43AAPLLow:NNOX
1.22NNOXDetails
Price/Sales
8.94
High:MP
51.43MPLow:MNG.L
0.49MNG.LDetails
Price/CF
28.83
High:MP
190.93MPLow:MNG.L
5.14MNG.LDetails
Price/FCF
56.72
High:NEE
2,356.18NEELow:MNG.L
11.88MNG.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.56% | Jun 2019 | Aug 2020 | 14 |
-34.58% | Jul 2021 | May 2024 | 34 |
-9.54% | Jul 2024 | May 2025 | 10 |
-2.82% | Mar 2021 | Jun 2021 | 3 |
-2.58% | Nov 2025 | Jan 2026 | 2 |
-2.07% | Sep 2020 | Oct 2020 | 1 |