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-0.76%
This Month
-1.38%
Year To Date
+12.82%
2 Years
+32.48%
5 Years
+53.12%
10 Years
+5.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs45.61%
- 💵 Cash17.82%
- 🪙 Cryptocurrencies11.63%
- 🍞 Consumer Non Durables9.79%
- 🧬 Health Technology6.48%
- 🖥️ Technology Services5.66%
- ⛏️ Energy Minerals3.37%
- ⚡ Utilities1.77%
- 🛍️ Retail Trade0.61%
- 🛠️ Producer Manufacturing0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.73%
- 🇬🇧 LSE24%
- 🌍 Digital Currency11.63%
- 🇺🇸 Nasdaq6.27%
- 🇺🇸 Chicago Board Options Exchange4.14%
- 🇨🇭 SIX3.39%
- 🇩🇰 Copenhagen Stock Exchange1.77%
- 🇳🇴 Oslo Stock Exchange0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.58%
- 🇬🇧 United Kingdom5.93%
- 🇨🇭 Switzerland3.39%
- 🇩🇰 Denmark1.77%
- 🇳🇴 Norway0.28%
- 🇮🇱 Israel0.25%
Dividends
Dividend Yield
0.61%
6 out of 23 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.7%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-1
-1
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.4
0.4
0
1
2
3
3
Jensen's Alpha
-1
-1
-2
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.71
High:
NFLX
37.67NFLXLow:
NEL.OL
-3.22NEL.OLDetails
PEG Ratio
156.65
High:
NOVO-B.CO
692.67NOVO-B.COLow:
JNJ
24.32JNJDetails
Price/Book
5.84
High:NFLX
15.1NFLXLow:NEL.OL
0.86NEL.OLDetails
Price/Sales
3.59
High:NFLX
9.08NFLXLow:
SHEL.L
0.98SHEL.LDetails
Price/CF
17.2
High:
KO
40.7KOLow:SHEL.L
5.14SHEL.LDetails
Price/FCF
56.45
High:
AMZN
325.85AMZNLow:
ETOR
9.25ETORDetails
P/E Ratio
23.71
High:NFLX
37.67NFLXLow:NEL.OL
-3.22NEL.OLDetails
PEG Ratio
156.65
High:NOVO-B.CO
692.67NOVO-B.COLow:JNJ
24.32JNJDetails
Price/Book
5.84
High:NFLX
15.1NFLXLow:NEL.OL
0.86NEL.OLDetails
Price/Sales
3.59
High:NFLX
9.08NFLXLow:SHEL.L
0.98SHEL.LDetails
Price/CF
17.2
High:KO
40.7KOLow:SHEL.L
5.14SHEL.LDetails
Price/FCF
56.45
High:AMZN
325.85AMZNLow:ETOR
9.25ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.12% | Feb 2018 | Aug 2020 | 30 |
-12.9% | Nov 2021 | Jul 2023 | 20 |
-4.84% | Aug 2023 | Dec 2023 | 4 |
-4.25% | Nov 2025 | - | 5 |
-3.65% | Sep 2020 | Nov 2020 | 2 |
-2.44% | Apr 2024 | May 2024 | 1 |
-2.32% | Dec 2024 | Jan 2025 | 1 |
-1.99% | Feb 2025 | May 2025 | 3 |
-1.61% | Sep 2021 | Oct 2021 | 1 |
-1.29% | Oct 2024 | Nov 2024 | 1 |
-0.36% | Jul 2021 | Aug 2021 | 1 |
-0.05% | Jul 2024 | Aug 2024 | 1 |
-0.01% | Jul 2025 | Aug 2025 | 1 |