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+3.73%
This Month
-1.29%
Year To Date
+55.17%
2 Years
+45.9%
5 Years
+126.45%
10 Years
+9.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58%
- 🖥️ Technology Services13.08%
- 💻 Electronic Technology6.04%
- 🚗 Consumer Durables4.31%
- 🪙 Cryptocurrencies3.74%
- 💼 Commercial Services3.34%
- 🛍️ Retail Trade3.21%
- 🧬 Health Technology2.59%
- 🧪 Process Industries1.35%
- 🍞 Consumer Non Durables0.95%
- 🚚 Transportation0.88%
- 🛠️ Producer Manufacturing0.87%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.92%
- 🇺🇸 NYSE10.81%
- 🌍 Digital Currency3.74%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇭🇰 Hong Kong Exchanges0.66%
- 🇧🇪 Euronext Brussels0.48%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.94%
- 🇨🇳 China2.45%
- 🇧🇪 Belgium1.09%
- 🇩🇪 Germany1.09%
- 🇰🇾 Cayman Islands0.85%
- 🇸🇬 Singapore0.75%
- 🇨🇦 Canada0.27%
- 🇳🇱 Netherlands0.13%
- 🇮🇱 Israel0.03%
Dividends
Dividend Yield
0.12%
14 out of 50 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $NKE (3.48%)
Dividend Yield Breakdown
Performance Metrics
Score 4.3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-0.2
-0.2
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-0.2
-0.2
-2
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
35.77
High:
TSLA
364.78TSLALow:
ALB
-33.85ALBDetails
PEG Ratio
59.93
High:
AAPL
133.65AAPLLow:ALB
-69.65ALBDetails
Price/Book
11.05
High:AAPL
45.05AAPLLow:
OCGN
-47.5OCGNDetails
Price/Sales
8.83
High:OCGN
130.94OCGNLow:
NIO
1.37NIODetails
Price/CF
25.61
High:
RIOT
107.94RIOTLow:
GLPG.NV
3.61GLPG.NVDetails
Price/FCF
56.74
High:
BABA
1,196.17BABALow:GLPG.NV
3.64GLPG.NVDetails
P/E Ratio
35.77
High:TSLA
364.78TSLALow:ALB
-33.85ALBDetails
PEG Ratio
59.93
High:AAPL
133.65AAPLLow:ALB
-69.65ALBDetails
Price/Book
11.05
High:AAPL
45.05AAPLLow:OCGN
-47.5OCGNDetails
Price/Sales
8.83
High:OCGN
130.94OCGNLow:NIO
1.37NIODetails
Price/CF
25.61
High:RIOT
107.94RIOTLow:GLPG.NV
3.61GLPG.NVDetails
Price/FCF
56.74
High:BABA
1,196.17BABALow:GLPG.NV
3.64GLPG.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.78% | Dec 2021 | Nov 2024 | 35 |
-36.54% | Feb 2018 | Jan 2021 | 35 |
-8.93% | Feb 2025 | Jun 2025 | 4 |
-7.9% | Nov 2025 | - | 6 |
-7.31% | Sep 2017 | Oct 2017 | 1 |
-7.19% | Sep 2021 | Oct 2021 | 1 |
-3.26% | Jul 2021 | Aug 2021 | 1 |
-2.26% | Jul 2017 | Aug 2017 | 1 |
-1.47% | Dec 2024 | Jan 2025 | 1 |
-0.51% | Dec 2017 | Jan 2018 | 1 |