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-1.06%
This Month
+14.09%
Year To Date
+24.48%
2 Years
+85.04%
5 Years
+85.04%
10 Years
+22.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services52.44%
- 💵 Cash14.34%
- 💇♀️ Consumer Services13.23%
- 🪨 Non Energy Minerals10.17%
- 🧬 Health Technology5%
- 🧪 Process Industries3.18%
- 🪙 Cryptocurrencies1.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.7%
- 🇺🇸 NYSE18.14%
- 🇸🇪 Stockholm Stock Exchange17.01%
- 🇦🇺 Sydney10.17%
- 🇩🇰 Copenhagen Stock Exchange5%
- 🌍 Digital Currency1.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.12%
- 🇸🇪 Sweden17.01%
- 🇦🇺 Australia10.17%
- 🇩🇰 Denmark5%
- 🇱🇺 Luxembourg1.73%
Dividends
Dividend Yield
1.72%
6 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HACK.ST (4.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.8/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
0.12
0.12
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
1.13
1.13
0
0.3
0.6
2
2
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.89
0.89
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
0.12
0.12
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
1.3
1.3
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
1.13
1.13
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
22.76
High:
META
24.33METALow:
ALKT
-44.76ALKTDetails
PEG Ratio
164.02
High:META
401.05METALow:
WAF.ASX
6.82WAF.ASXDetails
Price/Book
7.22
High:
HACK.ST
10.08HACK.STLow:
MCD
-151.69MCDDetails
Price/Sales
8.51
High:HACK.ST
9.6HACK.STLow:
GPK
0.35GPKDetails
Price/CF
15.25
High:
NFLX
32.67NFLXLow:GPK
3.27GPKDetails
Price/FCF
53.34
High:
NOVO-B.CO
201.02NOVO-B.COLow:
GLOB
6.6GLOBDetails
P/E Ratio
22.76
High:META
24.33METALow:ALKT
-44.76ALKTDetails
PEG Ratio
164.02
High:META
401.05METALow:WAF.ASX
6.82WAF.ASXDetails
Price/Book
7.22
High:HACK.ST
10.08HACK.STLow:MCD
-151.69MCDDetails
Price/Sales
8.51
High:HACK.ST
9.6HACK.STLow:GPK
0.35GPKDetails
Price/CF
15.25
High:NFLX
32.67NFLXLow:GPK
3.27GPKDetails
Price/FCF
53.34
High:NOVO-B.CO
201.02NOVO-B.COLow:GLOB
6.6GLOBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.4% | Jan 2026 | Jun 2026 | 5 |
-10.05% | Feb 2025 | Nov 2025 | 9 |
-7.1% | Aug 2023 | Nov 2023 | 3 |
-5.7% | Mar 2024 | Jul 2024 | 4 |
-4.41% | Dec 2024 | Jan 2025 | 1 |
-1.06% | Sep 2026 | - | 1 |
-0.47% | Oct 2024 | Nov 2024 | 1 |
-0.14% | Apr 2023 | May 2023 | 1 |
-0.06% | Aug 2024 | Sep 2024 | 1 |