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+1.34%
Today
-0.17%
This Month
+4.56%
Year To Date
+66%
2 Years
+69.65%
5 Years
+11.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.13%
- 💻 Electronic Technology11.68%
- 🖥️ Technology Services6.87%
- 🛍️ Retail Trade5.18%
- 💵 Cash4.15%
- 📊 ETFs3.91%
- 🛠️ Producer Manufacturing3.16%
- 🚗 Consumer Durables2.45%
- 💰 Finance2.4%
- 🪨 Non Energy Minerals0.8%
- 🧬 Health Technology0.74%
- 🚚 Transportation0.66%
- ⛏️ Energy Minerals0.59%
- 💼 Commercial Services0.53%
- 🍞 Consumer Non Durables0.49%
- ⚡ Utilities0.47%
- 🏭 Industrial Services0.41%
- 💇♀️ Consumer Services0.4%
- 🏥 Health Services0.18%
- 🧪 Process Industries0.16%
- 📦 Distribution Services0.15%
- ❓ Other0.13%
- 💹 Forex0.1%
- 📈 Indexes0.09%
- 📡 Communications0.05%
- 🧩 Miscellaneous0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.13%
- 🇺🇸 Nasdaq23.89%
- 🇺🇸 NYSE8.5%
- 🇭🇰 Hong Kong Exchanges5.03%
- 🇬🇧 LSE1.09%
- 🇨🇭 SIX0.44%
- 🇩🇪 FRA0.44%
- 🇫🇷 Euronext Paris0.4%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇺🇸 Chicago Board Options Exchange0.38%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇩🇪 Xetra ETFs0.16%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇦🇪 Dubai Financial Market0.13%
- 🇸🇪 Stockholm Stock Exchange0.12%
- 🌍 FX0.1%
- 🌍 CFD0.09%
- 🇫🇮 Helsinki Stock Exchange0.06%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇮🇹 Borsa Italiana0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.13%
- 🇨🇳 China6.56%
- 🇹🇼 Taiwan0.84%
- 🇬🇧 United Kingdom0.65%
- 🇨🇭 Switzerland0.56%
- 🇩🇪 Germany0.47%
- 🇨🇦 Canada0.42%
- 🇪🇸 Spain0.4%
- 🇫🇷 France0.38%
- 🇳🇱 Netherlands0.34%
- 🇬🇷 Greece0.25%
- 🇩🇰 Denmark0.22%
- 🇯🇵 Japan0.18%
- 🇳🇴 Norway0.14%
- 🇮🇱 Israel0.14%
- 🇧🇲 Bermuda0.13%
- 🇸🇪 Sweden0.12%
- 🇱🇺 Luxembourg0.1%
- 🇵🇦 Panama0.07%
- 🇧🇷 Brazil0.06%
- 🇫🇮 Finland0.06%
- 🇯🇴 Jordan0.05%
- 🇿🇦 South Africa0.04%
- 🇮🇪 Ireland0.04%
- 🇰🇷 South Korea0.03%
- 🇮🇹 Italy0.01%
- 🇰🇾 Cayman Islands0.01%
- 🇺🇾 Uruguay0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.4%
249 out of 405 instruments pay dividend.
44 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01211.HK | 0.03% | 1.15% | $3.41 |
 HAUTO.OL | 0.02% | 40.04% | - |
 AAPL | 0.02% | 0.5% | $0.97 |
 TQQQ | 0.02% | 1.41% | - |
 EMAAR.AE | 0.01% | 14.36% | - |
 IBE.MC | 0.01% | 3.13% | $0.45 |
 GOOG | 0.01% | 0.48% | $0.2 |
 MSFT | 0.01% | 0.7% | $3 |
 BABA | 0.01% | 0.91% | $0.98 |
 TSM | 0.01% | 1.08% | $1.74 |
 BIL | 0.01% | 4.68% | - |
 INSW | 0.01% | 9.96% | $5.74 |
 HST | 0.01% | 5.11% | $0.78 |
 SHV | 0.01% | 4.69% | - |
 SBLK | 0.01% | 8.74% | $1.82 |
 DAC | 0.01% | 3.84% | $3.15 |
 LGEN.L | 0.01% | 8.42% | $0.2 |
 IBTF | 0.01% | 4.3% | - |
 GS | 0% | 1.87% | $11 |
 PBR | 0% | 13.61% | $1.73 |
 JPM | 0% | 1.93% | $4.4 |
 0390.HK | 0% | 4.87% | $0.21 |
 SOXL | 0% | 2.17% | - |
 CPA | 0% | 6.28% | $4.86 |
 FORTUM.HE | 0% | 8.72% | $1.15 |
 ISF.L | 0% | 3.54% | - |
 EQT | 0% | 1.04% | $0.62 |
 TEP.PA | 0% | 5.6% | $3.85 |
 TLT | 0% | 4.39% | - |
 ABBN.ZU | 0% | 1.92% | $0.87 |
 NOVO-B.CO | 0% | 2.48% | $9.4 |
 UBSG.ZU | 0% | 1.47% | $0.64 |
 B | 0% | 1.85% | $0.4 |
 EMAARDEV.AE | 0% | 10.6% | - |
 3323.HK | 0% | 4.79% | $0.25 |
 FCX | 0% | 1.49% | $0.6 |
 0386.HK | 0% | 7.71% | $0.37 |
 JPST | 0% | 4.9% | - |
 SBSW | 0% | 6.83% | $0.3 |
 CDI.PA | 0% | 3.06% | $13 |
 PGRE | 0% | 2.2% | $0.14 |
 BOL.ST | 0% | 2.53% | $7.5 |
 MC.PA | 0% | 2.9% | $13 |
 PAH3.DE | 0% | 5.77% | $2.56 |
 OSB.L | 0% | 6.77% | $0.32 |
 VALE | 0% | 8.25% | $1.33 |
 INTC | 0% | 2.37% | $0.5 |
 CNXC | 0% | 2.59% | $1.18 |
 C | 0% | 2.86% | $2.12 |
 META | 0% | 0.3% | $1 |
 ARG.PA | 0% | 5.17% | $3.15 |
 IAG.L | 0% | 2.32% | - |
 1186.HK | 0% | 5.6% | $0.35 |
 BLK | 0% | 2.12% | $20.2 |
 1800.HK | 0% | 6.44% | $0.32 |
 AGRO | 0% | 3.72% | $0.33 |
 VOO | 0% | 1.29% | - |
 WMT | 0% | 0.98% | $0.81 |
 JXN | 0% | 3.54% | $2.64 |
 ORK.OL | 0% | 3.69% | $3 |
 NHY.OL | 0% | 4.06% | $2.5 |
 IQQL.DE | 0% | 5.8% | - |
 RHM.DE | 0% | 0.47% | $5.7 |
 CCOI | 0% | 8.42% | $3.84 |
 V | 0% | 0.68% | $2.01 |
 GOOGL | 0% | 0.49% | $0.2 |
 LMT | 0% | 2.77% | $12.45 |
 NTDOY | 0% | 0.8% | $0.24 |
 WY | 0% | 3.13% | $0.78 |
 NKE | 0% | 2.63% | $1.45 |
 VNQ | 0% | 4.07% | - |
 INDA | 0% | 0.74% | - |
 EPR | 0% | 5.93% | $3.34 |
 LDOS | 0% | 1.06% | $1.5 |
 HRI | 0% | 2.37% | $2.6 |
 HAS | 0% | 4.08% | $2.8 |
 SPY | 0% | 1.21% | - |
 ASML | 0% | 0.78% | $5.57 |
 DIS | 0% | 0.85% | $0.75 |
 JD.US | 0% | 3.12% | $0.74 |
 BA.L | 0% | 1.75% | $0.3 |
 ATKR | 0% | 1.94% | $0.64 |
 JKS | 0% | 6.46% | $1.48 |
 KO | 0% | 2.89% | $1.89 |
 NOC | 0% | 1.71% | $7.67 |
 MTDR | 0% | 2.09% | $0.75 |
 DIV | 0% | 6.13% | - |
 TRIG.L | 0% | 7.89% | $0.07 |
 ADM.L | 0% | 5.65% | $1.03 |
 PAAS | 0% | 1.36% | $0.4 |
 ZIM | 0% | 46.28% | $0.23 |
 RR.L | 0% | 0.68% | - |
 XLE | 0% | 3.5% | - |
 HPE | 0% | 2.9% | $0.51 |
 HD | 0% | 2.6% | $8.52 |
 UNH | 0% | 2.82% | $7.74 |
 SMSN.L | 0% | 2.24% | $23.68 |
 AXP | 0% | 1.02% | $2.6 |
 WCC | 0% | 0.97% | $1.58 |
 RMS.PA | 0% | 1.14% | $25 |
 MMM | 0% | 1.99% | $5.21 |
 T | 0% | 4% | $1.11 |
 TKR | 0% | 1.94% | $1.33 |
 AVGO | 0% | 0.92% | $19.7 |
 NDA.DE | 0% | 1.88% | $1.4 |
 SPXL | 0% | 0.88% | - |
 0700.HK | 0% | 0.9% | $3.4 |
 DJP | 0% | 3.69% | - |
 JOE | 0% | 1.2% | $0.48 |
 CVGW | 0% | 2.88% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
 CSCO | 0% | 2.44% | $1.58 |
 IWG.L | 0% | 0.5% | $0.01 |
 NVTKL.L | 0% | 109.46% | - |
 SOXX | 0% | 0.72% | - |
 COST | 0% | 0.49% | $19.22 |
 CALM | 0% | 6.63% | $1.87 |
 ES.PA | 0% | 2.02% | $3 |
 ML.PA | 0% | 4.4% | $1.35 |
 IFX.DE | 0% | 1.02% | $0.35 |
 SVOL | 0% | 19.27% | - |
 VOLV-A.ST | 0% | 3.1% | $7.5 |
 FAST | 0% | 2.02% | $1.48 |
 AIR.PA | 0% | 1.2% | $1.8 |
 KWEB | 0% | 3.09% | - |
 MU | 0% | 0.37% | $0.46 |
 TSCO.L | 0% | 3.41% | $0.12 |
 SSO | 0% | 0.87% | - |
 VEU | 0% | 2.82% | - |
 VTI | 0% | 1.29% | - |
 PEP | 0% | 4.25% | $5.15 |
 BND | 0% | 3.75% | - |
 TROW | 0% | 5.39% | $4.92 |
 GRG.L | 0% | 3.65% | $0.6 |
 9988.HK | 0% | 0.93% | $0.98 |
 DELL | 0% | 1.63% | $1.63 |
 IWM | 0% | 1.2% | - |
 CMA | 0% | 5.03% | $2.84 |
 FXI | 0% | 1.52% | - |
 PG | 0% | 2.56% | $3.83 |
 ULVR.L | 0% | 3.3% | $1.47 |
 IGIC | 0% | 0.57% | $0.06 |
 HUH1V.HE | 0% | 3.59% | $1.05 |
 LLY | 0% | 0.73% | $4.86 |
 ASML.NV | 0% | 0.96% | $6.1 |
 WFC | 0% | 2.12% | $1.4 |
 KLAC | 0% | 0.79% | $5.65 |
 KER.PA | 0% | 3.37% | $14 |
 FAS | 0% | 0.79% | - |
 BSV | 0% | 3.55% | - |
 MA | 0% | 0.53% | $2.46 |
 BTRW.L | 0% | 3.75% | $0.28 |
 INVEB.ST | 0% | 1.88% | $4.8 |
 MCHI | 0% | 2.04% | - |
 KR | 0% | 1.78% | $1.16 |
 QCOM | 0% | 2.27% | $3.25 |
 JEPI | 0% | 8.01% | - |
 EZJ.L | 0% | 2.37% | $0.05 |
 MCD | 0% | 2.43% | $6.53 |
 YINN | 0% | 1.64% | - |
 RCL | 0% | 0.9% | - |
 TSN | 0% | 3.68% | $1.96 |
 BR | 0% | 1.49% | $3.2 |
 TPR | 0% | 1.66% | $1.4 |
 MGK | 0% | 0.44% | - |
 BX | 0% | 2.94% | $3.36 |
 F | 0% | 7.08% | $0.78 |
 MONC.MI | 0% | 2.67% | $1.15 |
 JDW.L | 0% | 2.17% | - |
 BESI.NV | 0% | 1.74% | $2.15 |
 XYLD | 0% | 9.91% | - |
 MDLZ | 0% | 2.75% | $1.7 |
 PFE | 0% | 7.09% | $1.66 |
 SHEL.L | 0% | 3.99% | $0.8 |
 IXUS | 0% | 2.92% | - |
 NAIL | 0% | 1.71% | - |
 GM | 0% | 1.06% | $0.42 |
 AMGN | 0% | 3.2% | $8.76 |
 WM | 0% | 1.36% | $2.9 |
 VUG | 0% | 0.47% | - |
 SHEL | 0% | 3.88% | $2.7 |
 SMH | 0% | 0.45% | - |
 ASHR | 0% | 1.13% | - |
 CARR | 0% | 1.23% | $0.76 |
 IWF | 0% | 0.45% | - |
 TXN | 0% | 2.71% | $5.14 |
 NESN.ZU | 0% | 3.74% | $3 |
 CMCSA | 0% | 3.71% | $1.2 |
 SBUX | 0% | 2.58% | $2.24 |
 SCHG | 0% | 0.41% | - |
 QFIN | 0% | 2.99% | $1.06 |
 BEKE | 0% | 1.72% | $0.31 |
 IWP | 0% | 0.37% | - |
 QSR | 0% | 3.54% | $2.26 |
 LIT | 0% | 1.04% | - |
 HSY | 0% | 3.2% | $5.12 |
 GILD | 0% | 2.88% | $3.04 |
 AZN | 0% | 2.17% | $1.42 |
 TMUS | 0% | 1.59% | $1.95 |
 FE | 0% | 4.31% | $1.64 |
 MRVL | 0% | 0.33% | $0.24 |
 FL | 0% | 1.89% | $1.6 |
 SWKS | 0% | 3.88% | $2.72 |
 OXY | 0% | 2.02% | $0.8 |
 UUP | 0% | 4.8% | - |
 STMMI.MI | 0% | 1.25% | $0.28 |
 ORCL | 0% | 0.88% | $1.6 |
 DE | 0% | 1.21% | $5.76 |
 AMAT | 0% | 1.01% | $1.44 |
 HON | 0% | 2.02% | $4.27 |
 LIN | 0% | 1.27% | $5.33 |
 CRM | 0% | 0.63% | $0.4 |
 WBA | 0% | 8.84% | $1.46 |
 CME | 0% | 3.87% | $9.75 |
 SNY | 0% | 3.34% | $1.48 |
 IYW | 0% | 0.21% | - |
 VRSN | 0% | 0.27% | - |
 HPQ | 0% | 4.8% | $1.1 |
 WYNN | 0% | 1.13% | $1 |
 SQQQ | 0% | 12.03% | - |
 0968.HK | 0% | 11.01% | $0.23 |
 ADM | 0% | 3.77% | $1.9 |
 MCG.L | 0% | 2.42% | $0.07 |
 ADP | 0% | 1.97% | $5.45 |
 ADI | 0% | 1.67% | $3.56 |
 VRT | 0% | 0.12% | $0.06 |
 INFL | 0% | 1.65% | - |
 ORSTED.CO | 0% | 0.46% | - |
 EQIX | 0% | 2.03% | $16.19 |
 INTU | 0% | 0.55% | $3.6 |
 HII | 0% | 2.28% | $5.14 |
 MKC | 0% | 2.38% | $1.62 |
 FTLS | 0% | 1.55% | - |
 CE | 0% | 2.73% | $2.8 |
 LRCX | 0% | 1.02% | $8 |
 BKNG | 0% | 0.69% | $17.5 |
 SPY5.L | 0% | 1.05% | - |
 TRI | 0% | 1.14% | $2.07 |
 EA | 0% | 0.5% | $0.76 |
 CTAS | 0% | 0.71% | $5.4 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 REGN | 0% | 0.35% | - |
 IRDM | 0% | -1.97% | $-0.53 |
 AEP | 0% | -3.61% | $-3.47 |
 VOD | 0% | -4.51% | $-0.94 |
 QQQ | 0% | -0.58% | - |
 PAGP | 0% | -7.1% | $-1.17 |
 PAA | 0% | -7.57% | $-1.17 |
 AGNC | 0% | -15.58% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
QSR | Ex-Dividend | Jun 24, 2025 | $0.62 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
JOE | Pay Day | Jun 26, 2025 | $0.14 |
VRT | Pay Day | Jun 26, 2025 | $0.04 |
JXN | Pay Day | Jun 26, 2025 | $0.80 |
INSW | Pay Day | Jun 26, 2025 | $0.60 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TROW | Pay Day | Jun 27, 2025 | $1.27 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
AGNC | Ex-Dividend | Jun 30, 2025 | -$0.12 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
DE | Ex-Dividend | Jun 30, 2025 | $1.62 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
WCC | Pay Day | Jun 30, 2025 | $0.45 |
HST | Ex-Dividend | Jun 30, 2025 | $0.20 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
IRDM | Pay Day | Jun 30, 2025 | -$0.14 |
EPR | Ex-Dividend | Jun 30, 2025 | $0.30 |
CVGW | Ex-Dividend | Jun 30, 2025 | $0.20 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
CMA | Pay Day | Jul 1, 2025 | $0.71 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
BR | Pay Day | Jul 2, 2025 | $0.88 |
JKS | Ex-Dividend | Jul 2, 2025 | $1.30 |
AXP | Ex-Dividend | Jul 3, 2025 | $0.82 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
QSR | Pay Day | Jul 8, 2025 | $0.62 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
AGNC | Pay Day | Jul 10, 2025 | -$0.12 |
ORCL | Ex-Dividend | Jul 10, 2025 | $0.50 |
BABA | Pay Day | Jul 10, 2025 | $1.05 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
MRVL | Ex-Dividend | Jul 11, 2025 | $0.06 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
HST | Pay Day | Jul 15, 2025 | $0.20 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
EPR | Pay Day | Jul 15, 2025 | $0.30 |
JKS | Pay Day | Jul 16, 2025 | $1.30 |
HPE | Pay Day | Jul 17, 2025 | $0.13 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
CARR | Ex-Dividend | Jul 21, 2025 | $0.22 |
DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
CVGW | Pay Day | Jul 30, 2025 | $0.20 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
MRVL | Pay Day | Jul 31, 2025 | $0.06 |
VOD | Pay Day | Aug 1, 2025 | -$0.25 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
CARR | Pay Day | Aug 8, 2025 | $0.22 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
1800.HK | Pay Day | Aug 15, 2025 | $0.02 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
TSN | Ex-Dividend | Aug 29, 2025 | $0.50 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
TSN | Pay Day | Sep 12, 2025 | $0.50 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
HUH1V.HE | Ex-Dividend | Sep 30, 2025 | $0.58 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
HUH1V.HE | Pay Day | Oct 8, 2025 | $0.58 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
FXI | Pay Day | Dec 20, 2025 | $0.45 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
UUP | Pay Day | Dec 27, 2025 | $1.32 |
ASHR | Pay Day | Dec 30, 2025 | $0.30 |
Performance Metrics
Score 3.7/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-3.01
-3.01
-4
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.01
High:
NTNX
103,942.86NTNXLow:
LAC
-12,650LACDetails
PEG Ratio
191.07
High:NTNX
51,462.9NTNXLow:LAC
-17,709.99LACDetails
Price/Book
10.31
High:LAC
947.57LACLow:
NIO
-131.25NIODetails
Price/Sales
6.26
High:
MSTR
206.45MSTRLow:
SAVA
-SAVADetails
Price/CF
22.02
High:
TTWO
18,296.3TTWOLow:
ZIM
0.46ZIMDetails
Price/FCF
45.51
High:
GTLB
35,540.72GTLBLow:ZIM
0.6ZIMDetails
P/E Ratio
32.01
High:NTNX
103,942.86NTNXLow:LAC
-12,650LACDetails
PEG Ratio
191.07
High:NTNX
51,462.9NTNXLow:LAC
-17,709.99LACDetails
Price/Book
10.31
High:LAC
947.57LACLow:NIO
-131.25NIODetails
Price/Sales
6.26
High:MSTR
206.45MSTRLow:SAVA
-SAVADetails
Price/CF
22.02
High:TTWO
18,296.3TTWOLow:ZIM
0.46ZIMDetails
Price/FCF
45.51
High:GTLB
35,540.72GTLBLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.15% | Feb 2021 | Nov 2024 | 45 |
-15.47% | Feb 2025 | - | 5 |
-4.6% | Sep 2020 | Nov 2020 | 2 |
-3.2% | Dec 2020 | Jan 2021 | 1 |
-2.06% | Dec 2024 | Jan 2025 | 1 |