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+1.7%
This Month
+2.77%
Year To Date
+16.41%
2 Years
+31.38%
5 Years
+59.56%
10 Years
+5.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.13%
- 🧩 Miscellaneous23.19%
- 🪙 Cryptocurrencies11.83%
- 🍞 Consumer Non Durables10.58%
- 🧬 Health Technology7.18%
- 🖥️ Technology Services6.42%
- 💵 Cash4.46%
- ⛏️ Energy Minerals1.82%
- 🛍️ Retail Trade0.86%
- 🛠️ Producer Manufacturing0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.47%
- 🇬🇧 LSE27.47%
- 🌍 Digital Currency11.83%
- 🇺🇸 Nasdaq7.28%
- 🇺🇸 Chicago Board Options Exchange5.01%
- 🇨🇭 SIX3.7%
- 🇩🇰 Copenhagen Stock Exchange2.26%
- 🇳🇴 Oslo Stock Exchange0.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.27%
- 🇬🇧 United Kingdom4.28%
- 🇨🇭 Switzerland3.7%
- 🇩🇰 Denmark2.26%
- 🇳🇴 Norway0.52%
- 🇮🇱 Israel0.35%
Dividends
Dividend Yield
0.62%
6 out of 25 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (4.1%)
Performance Metrics
Score 4.2/10
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
24.95
High:
AMZN
31.7AMZNLow:
NEL.OL
-5.43NEL.OLDetails
PEG Ratio
89.46
High:
ULVR.L
214.05ULVR.LLow:
SHEL.L
32.12SHEL.LDetails
Price/Book
6.36
High:
NFLX
11.87NFLXLow:SHEL.L
1.36SHEL.LDetails
Price/Sales
4
High:
MSTR
108.88MSTRLow:SHEL.L
0.91SHEL.LDetails
Price/CF
18.39
High:MSTR
7,511.07MSTRLow:SHEL.L
7.35SHEL.LDetails
Price/FCF
79.83
High:MSTR
1,187.5MSTRLow:
ETOR
9.45ETORDetails
P/E Ratio
24.95
High:AMZN
31.7AMZNLow:NEL.OL
-5.43NEL.OLDetails
PEG Ratio
89.46
High:ULVR.L
214.05ULVR.LLow:SHEL.L
32.12SHEL.LDetails
Price/Book
6.36
High:NFLX
11.87NFLXLow:SHEL.L
1.36SHEL.LDetails
Price/Sales
4
High:MSTR
108.88MSTRLow:SHEL.L
0.91SHEL.LDetails
Price/CF
18.39
High:MSTR
7,511.07MSTRLow:SHEL.L
7.35SHEL.LDetails
Price/FCF
79.83
High:MSTR
1,187.5MSTRLow:ETOR
9.45ETORDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.12% | Feb 2018 | Aug 2020 | 30 |
-12.9% | Nov 2021 | Jul 2023 | 20 |
-7.36% | Nov 2025 | - | 7 |
-4.84% | Aug 2023 | Dec 2023 | 4 |
-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 |