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-1.55%
This Month
+3.04%
Year To Date
+41.58%
2 Years
+24.23%
5 Years
+101.69%
10 Years
+10.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.63%
- 🛍️ Retail Trade14.29%
- 🖥️ Technology Services12.7%
- 💻 Electronic Technology11.19%
- 💰 Finance5.63%
- 🚗 Consumer Durables5.03%
- 💵 Cash4.52%
- 🏥 Health Services2.19%
- 🪙 Cryptocurrencies1.9%
- 🧬 Health Technology1.8%
- 🍞 Consumer Non Durables1.67%
- 🏭 Industrial Services1.66%
- ⚡ Utilities1.31%
- 💼 Commercial Services1.23%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.28%
- 🇺🇸 Nasdaq42.21%
- 🇬🇧 LSE5.33%
- 🇺🇸 Chicago Board Options Exchange3.5%
- 🌍 Digital Currency1.9%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.09%
- 🇹🇼 Taiwan4.49%
- 🇩🇰 Denmark1.8%
- 🇮🇱 Israel0.73%
- 🇳🇱 Netherlands0.57%
- 🇷🇺 Russia0%
- 🇨🇳 China0%
Dividends
Dividend Yield
0.35%
14 out of 37 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.89
-2.89
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.89
-2.89
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.84
High:
TSLA
400.01TSLALow:
BE
-5,201.72BEDetails
PEG Ratio
15.66
High:
PG
320.26PGLow:BE
-4,611.02BEDetails
Price/Book
6.38
High:BE
54.78BELow:
WIX
-17.34WIXDetails
Price/Sales
5.48
High:
CRWD
24.3CRWDLow:
GLXY
0.12GLXYDetails
Price/CF
21.39
High:BE
112.4BELow:
OGZDL.L
2.84OGZDL.LDetails
Price/FCF
72.4
High:
03690.HK
387.8103690.HKLow:
PYPL
11.57PYPLDetails
P/E Ratio
32.84
High:TSLA
400.01TSLALow:BE
-5,201.72BEDetails
PEG Ratio
15.66
High:PG
320.26PGLow:BE
-4,611.02BEDetails
Price/Book
6.38
High:BE
54.78BELow:WIX
-17.34WIXDetails
Price/Sales
5.48
High:CRWD
24.3CRWDLow:GLXY
0.12GLXYDetails
Price/CF
21.39
High:BE
112.4BELow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
72.4
High:03690.HK
387.8103690.HKLow:PYPL
11.57PYPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.76% | Jul 2021 | Jun 2025 | 47 |
-12.99% | Jul 2019 | Apr 2020 | 9 |
-6% | Mar 2021 | Jun 2021 | 3 |
-5.99% | Sep 2020 | Nov 2020 | 2 |
-1.55% | Feb 2026 | - | 1 |